TVS Supply Chain Solutions Limited — Earnings Release 2026

Nov 13, 2025

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	November 13, 2025
BSE Limited 1st Floor, New Trading Ring, Rotunda Bldg., P. J. Towers, Dalal Street, Fort, Mumbai 400 001 ScripCode:543965	National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra-Kurla Complex, Bandra (East),Mumbai 400 051 NSE Symbol:TVSSCS

Sub: Press Release – Q2 FY26 Unaudited Standalone & Consolidated Financial Results

Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a Press Release to be issued by TVS Supply Chain Solutions Limited on the Q2 FY26 Unaudited Standalone & Consolidated Financial Results.

Kindly take the above information on record.

Thanking You, Yours faithfully,

For TVS Supply Chain Solutions Limited

KRISHNA PRASAD P D P D Krishna Prasad Company Secretary

Digitally signed by KRISHNA PRASAD P D Date: 2025.11.13 17:58:25 +05'30'

Encl: As above

`

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TVS SCS Q2 PBT rises 31% Y-o-Y to ₹23.32 Cr H1 PBT up 33% to ₹39.95 Cr

~ Net Profit surges 54% in Q2 to ₹16.31 Cr on strong operational performance

Chennai, 13[th] November, 2025 : TVS Supply Chain Solutions Limited (NSE: TVSSCS, BOM: 543965), a leading global supply chain solutions provider and one of India’s largest and fastest growing integrated supply chain solutions providers, today announced its consolidated unaudited financial results for the quarter ended 30[th] September 2025 and first half of FY 2026.

The company reported a net profit (PAT) of ₹16.31 crore for Q2 FY26, compared to ₹10.61 crore in Q2 FY25, reflecting a 54% year-on-year increase. The improvement in profitability was driven by strong operational execution, improved cost efficiencies, and sustained business momentum across key verticals. PBT for Q2 stood at ₹23.32 Cr as compared to ₹17.83 Cr, a growth of 31%.

For the first half of FY26, PAT stood at ₹87.47 crore, up from ₹18.08 crore in H1 FY25. Consolidated revenue for Q2 FY26 rose 6% year-on-year to ₹2,662.63 crore, compared to ₹2,512.88 crore in Q2 FY25.

Commenting on the Q2 FY26 results performance, Ravi Viswanathan, Managing Director, TVS Supply Chain Solutions Ltd. said, “ This has been a stellar quarter for us. The strong uptick in profitability reflects the strength of our strategy and our ability to navigate challenges in the GFS segment while driving solid performance in the ISCS segment. By maintaining discipline on costs and focusing deeply on efficiency and customer outcomes, we have not only delivered exceptional financial results but also strengthened the foundation for sustained growth ahead.”

He further stated, "Our growth trajectory remains robust. The business pipeline has expanded to over ₹6,200 Cr, and we secured ₹204 Cr in new business this quarter. This momentum underscores the confidence our customers place in us and reaffirms the strength of our capabilities across the value chain. We are well positioned to build on this success in the coming quarters.”

Global Chief Financial Officer, R Vaidhyanathan, TVS Supply Chain Solutions Ltd. said, “ We delivered our second consecutive quarter of PAT despite macro headwinds in the GFS segment. Our strategic cost take-out initiatives across regions are progressing well as planned and continue to support margin stability. A key highlight of the quarter was the sharp improvement in cash flow generation. Cash flow from operations stood at ₹105 crore in H1 FY26, highlighting disciplined working capital management and stronger operating performance. We continue to strengthen our financial foundation through improved cash discipline and a leaner cost structure to achieve our medium-term goal of 4% PBT.”

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The summary of business and financial performance of the two operating segments viz., Integrated Supply Chain Solutions segment (‘ISCS’) and Global Forwarding Solutions (‘GFS’) are provided along with the summary of the consolidated financial performance:

Integrated Supply Chain Solutions (‘ISCS’):

Integrated Supply Chain Solutions (“ISCS”) (Amount in ₹Cr.)	Q2 FY26	Q2 FY26	Q1 FY26	Q1 FY26	Q2 FY25	Q2 FY25	Q-o-Q Growth	Q-o-Q Growth	Y-o-Y Growth	Y-o-Y Growth	H1 FY26	H1 FY26	H1 FY25	H1 FY25	Y-o-Y Growth
ISCS- Segment Revenue	1993.01		1982.90		1838.45		0.51%		8.41%		3975.90		3744.06		6.19%
ISCS- Adjusted EBITDA	173.83		164.11		149.43		5.92%		16.33%		337.94		318.18		6.21%
ISCS- Adj. EBITDA margin %	8.72%		8.28%		8.13%		--		--		8.50%		8.50%		--
Global Forwarding Solutions (‘GFS’): Global Forwarding Solutions (‘GFS’) (Amount In ₹ Cr.) Q2 FY26 Q1 FY26 Q2 FY25 GFS -Segment Revenue 669.62 609.41 674.43 GFS - Adjusted EBITDA 13.59 11.55 28.18 GFS - Adj. EBITDA margin % 2.03% 1.90% 4.18%
		Q2 FY26	Q1 FY26	Q2 FY25		Q-o-Q Growth		Y-o-Y Growth		H1 FY26		H1 FY25		Y-o-Y Growth
		669.62	609.41	674.43		9.88%		(0.71%)		1279.03		1308.21		(2.23%)
		13.59	11.55	28.18		17.63%		(51.80%)		25.14		49.23		(48.93%)
		2.03%	1.90%	4.18%						1.97%		3.76%

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Summary of Consolidated Financial Performance:

In ₹Cr	Q2 FY26	Q1	Q2	Q-o-Q	Y-o-Y	H1	H1	Y-o-Y Growth
		FY26	FY25	Growth	Growth	FY26	FY25
Revenue from operations	2662.63	2592.31	2512.88	2.71%	5.96%	5254.94	5052.27	4.01%
Adjusted EBITDA	177.40	172.01	176.07	3.13%	0.76%	349.41	360.58	(3.10%)
Adj. EBITDA margin %	6.66%	6.64%	7.01%	--	--	6.65%	7.14%	--
PBT before exceptional items, share of profit	22.42	17.53	17.19	27.86%	30.42%	39.95	29.95	33.41%
PBT as reported	23.32	103.47	17.83	(77.46%)	30.80%	126.79	31.59	301.30%
PAT as reported	16.31	71.16	10.61	(77.08%)	53.75%	87.47	18.08	383.73%
PAT margin %	0.61%	2.75%	0.42%	--	--	1.66%	0.36%	--

About TVS Supply Chain Solutions

Promoted by the erstwhile TVS Group and now part of TVS Mobility Group, TVS Supply Chain Solutions Limited (“TVS SCS” or “Company”) is an India-based multinational company that pioneered the development of the supply chain solutions market in India. For the last two decades, TVS SCS has managed large and complex supply chains across multiple industries in India and in key global markets through customised tech-enabled solutions. The Company’s customers span across numerous industries such as automotive, industrial, consumer, tech and tech infra, rail and utilities, and healthcare. The company operates in 25 countries with over 17,000 employees and works with 91 Fortune Global 500 customers.

For more details, please visit https://www.tvsscs.com/ LinkedIn: TVS Supply Chain Solutions

For further information, please contact :

V. Madhavan Shamitha Hegde Corporate Communications - TVS SCS Adfactors PR Email: madhavan.v@tvsscs.com Email: shamitha.hegde@adfactorspr.com Phone: 96770 08432 Phone: 90031 07361