TVS SUPPLY CHAIN SOL L

Management reported a robust performance for Q1 FY '27, with consolidated revenue reaching Rs. 3,335.2 crores, marking a 29% year-on-year growth. The Integrated Supply Chain Solutions (ISCS) segment saw a revenue increase of 22%, while the Global Forwarding Solutions (GFS) segment grew by 50.6%. Adjusted EBITDA rose by 34% to Rs. 232.2 crores, with a margin improvement of 30 bps to 7%. Management highlighted significant new business wins, accounting for 21% of quarterly revenue, and noted the completion of the acquisition of Swamy & Sons 3PL. They also discussed a joint venture with ALA Group to expand into the defense and aerospace sectors. Management emphasized ongoing investments in technology and automation to enhance operational efficiency. The earnings call concluded with management expressing confidence in maintaining a strong growth trajectory and operational resilience.

Management emphasized strong financial performance and growth opportunities.