TVS Supply Chain Solutions Limited has made the audio recording of its earnings conference call for Q3FY26 available to stakeholders. The call, held on February 11, 2026, discussed the company's financial results for the quarter and nine months ended December 31, 2025.

Earnings Call Audio Recording Availability

In compliance with Regulation 30 read with Para A of Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company has uploaded the audio recording on its official website. The recording can be accessed through the investor relations section at the company's website.

Strong Q3FY26 Financial Performance

The earnings call covered the company's robust financial performance for Q3FY26, which demonstrated strong operational efficiency and growth momentum. Revenue reached ₹2,716 crore, marking an 11.1% year-on-year increase from ₹2,445 crore in Q3FY25.

Nine-Month Performance Highlights

For the nine months ended December 31, 2025, the company maintained its growth trajectory with total income from operations reaching ₹7,998.09 crore. The company achieved net profit after tax of ₹98.66 crore for the nine-month period, compared to a loss of ₹9.64 crore in the corresponding period of the previous year.

Regulatory Compliance and Transparency

The company maintains transparency through regular disclosures and compliance with SEBI regulations. The audio recording availability ensures stakeholder access to detailed discussions about the company's financial performance, strategic initiatives, and future outlook as presented during the earnings call.

TVS Supply Chain Solutions Limited has announced a strategic acquisition to strengthen its position in India's FMCG supply chain market. The company's board of directors of FIT 3PL Warehousing Private Limited, a wholly owned subsidiary, approved the acquisition of 100% paid-up share capital of Swamy & Sons 3PL Private Limited on January 28, 2026.

Acquisition Structure and Timeline

The proposed transaction will be executed through a combination of primary and secondary acquisition of securities, structured in two distinct phases:

Both tranches are subject to net debt and working capital adjustments as outlined in the definitive agreements. The acquisition will be funded through internal accruals.

Target Company Profile

Swamy & Sons 3PL Private Limited is a newly incorporated entity formed by the Swamy Sons Group, headquartered in Hyderabad. The target entity was established to acquire business undertakings from three existing companies: Swamy Sons (Agencies) Private Limited, Sovereign Enterprises (partnership firm), and Crystal Marketing Corporation (partnership firm).

Financial Performance

The Business Undertakings have demonstrated consistent revenue generation over the past three years:

Strategic Objectives and Impact

The acquisition serves multiple strategic purposes for TVS Supply Chain Solutions:

• Market Expansion: Provides immediate foothold in FMCG logistics space with established customer relationships
• Geographic Strengthening: Enhances regional execution capabilities in Telangana and Andhra Pradesh markets
• Customer Base Growth: Expands access to leading Indian FMCG and FMCD customers
• Operational Synergies: Leverages TVS SCS's 20 million sq. ft. warehousing space for improved margins
• Market Consolidation: Strengthens leadership position in Indian supply chain services market

According to K Sukumar, CEO of TVS SCS India, Middle East & Africa, the acquisition represents a strategic step to strengthen the company's high-performance supply chain platform in India, positioning TVS SCS among the top warehousing 3PL service providers.

Regulatory and Compliance Details

The transaction does not constitute a related party transaction, with no promoter or promoter group interest in the target entity. No governmental or regulatory approvals are required for completion of the acquisition. Arun Swamy, Promoter of Swamy & Sons, will continue to lead the organization during the ownership transition to ensure customer retention and growth.