TVS Supply Chain Solutions Limited returned to profitability in the financial year ended March 31, 2026, posting a consolidated net profit of ₹117.02 crore against a net loss of ₹9.64 crore in the previous year. The turnaround was driven by robust growth in its India business and improved operational performance, with revenue from operations rising 10.1% to ₹11,003.0 crore. The company's adjusted EBITDA grew 14.5% to ₹773.0 crore, while operating cash flow stood at ₹243 crore.

The Board of Directors approved the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The results were reviewed by M/s. S.R. Batliboi & Associates LLP, Statutory Auditors. The company reported a profit before tax of ₹168.50 crore for the year, compared to ₹29.36 crore in the prior year, with total comprehensive income rising to ₹229.63 crore from a loss of ₹19.76 crore.

Q4 Financial Highlights

The company delivered a strong quarterly performance for the quarter ended March 31, 2026. Q4 consolidated net profit came in at ₹18.4 crore, compared to a loss of ₹3.9 crore in the same period last year. Q4 revenue stood at ₹3,032.2 crore versus ₹2,498.8 crore year-on-year. Adjusted EBITDA for the quarter rose 37.5% to ₹222.0 crore from ₹161.4 crore in the year-ago period, with margins expanding to 7.3% from 6.5%.

Consolidated Annual Financial Performance

The Integrated Supply Chain Solutions (ISCS) segment reported revenue of ₹8,238.86 crore for FY26, a year-on-year growth of 9.63%, with an adjusted EBITDA margin of 8.90%. The Global Forwarding Solutions (GFS) segment recorded revenue of ₹2,764.11 crore, growing 11.42% year-on-year. The India business revenue grew 31.4% year-on-year in Q4 FY26, supported by deeper customer engagement and sustained demand across key sectors. New business wins for the full year stood at ₹1,207 crore.

Leadership Changes and Corporate Actions

The board approved the appointment of Mr. Vikas Chadha as Additional Director and Managing Director of the company effective July 1, 2026, for a period of five years, subject to shareholder approval. Mr. Chadha is currently the Global Chief Executive Officer. Concurrently, Mr. Ravi Viswanathan resigned as Director and Managing Director, effective June 30, 2026. The 22nd Annual General Meeting of the shareholders is scheduled to be held on Wednesday, August 5, 2026, via Video Conferencing.

TVS Supply Chain Solutions has uploaded the audio recording of its earnings conference call discussing the audited financial results for the quarter and year ended March 31, 2026. The call was originally held on May 26, 2026, and the recording is now accessible on the company's investor relations website in compliance with Regulation 30 read with Para A of Part A of Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Conference Call Details

The management team had conducted the session to provide an overview of the business, financial performance, and outlook, followed by an interactive Q&A session with analysts and investors. The meeting was conducted via teleconference on May 26, 2026, from 9:00 AM to 10:00 AM IST.

Access Information

Participants can access the full audio recording of the discussion via the specific link provided on the TVS Supply Chain Solutions Limited investor resources page. For any queries regarding the conference call or the recording, investors may contact Karthik Venkatraman, Head of Investor Relations, or the firm Churchgate Investor Relations.