TVS Supply Chain Solutions Partners with ALA Group to Enter India's $28 Billion Aerospace and Defence Market

3 min read     Updated on 16 Feb 2026, 04:06 PM
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Overview

TVS Supply Chain Solutions has signed an MoU with Italy-based ALA Group to enter India's $28 billion aerospace and defence supply chain market. The partnership combines TVS SCS's $140 million annual revenue from defence operations and strong Indian market presence with ALA Group's $345 million revenue and global aerospace expertise. The collaboration will focus on defence offset programmes, production support, and aftermarket services across India initially, with potential expansion to other geographies.

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TVS Supply Chain Solutions has announced a strategic partnership with Italy-based ALA Group to enter India's lucrative aerospace and defence supply chain market. The Memorandum of Understanding (MoU) signed on February 16, 2026, positions both companies to capitalize on India's rapidly expanding defence sector, estimated at approximately $28 billion.

Strategic Partnership Framework

The MoU establishes a comprehensive framework for the two companies to jointly pursue aerospace and defence supply chain opportunities, with particular emphasis on defence offset programmes. The collaboration will initially concentrate on the Indian market, with potential expansion to other geographies over time.

Partnership Focus Areas: Details
Primary Market: India's $28 billion aerospace and defence sector
Initial Strategy: Defence offset programmes
Service Scope: Production and aftermarket lifecycles
Geographic Expansion: Potential evaluation in other regions

Combined Capabilities and Market Position

The partnership leverages the complementary strengths of both organizations. TVS SCS brings its long-standing defence and utilities supply chain experience from UK operations, alongside strong domestic presence in India. This includes procurement capabilities, market access, government engagement, regulatory expertise, warehousing infrastructure, and digital platforms.

Company Financials: TVS SCS ALA Group
Annual Revenue: $140 million (aerospace, defence, utilities) $345 million (2024)
Primary Markets: UK defence programs, Asia-Pacific aerospace Europe, US, UK production supply chains
Operational Focus: Aftermarket and in-service supply chains Production supply chain with international OEMs

Leadership Perspectives

R. Dinesh, Executive Chairman of TVS Supply Chain Solutions, emphasized the strategic importance of the collaboration: "This partnership with ALA Group reflects our long-term strategy of building globally relevant capabilities in complex and regulated sectors. By combining our scale, digital platforms, and strong presence in India with ALA's aerospace and defence domain expertise, we are positioning the company to participate meaningfully in the evolving global aerospace and defence supply chain ecosystem."

Ravi Viswanathan, Managing Director of TVS Supply Chain Solutions, highlighted India's market potential: "India's aerospace and defence sectors are at a clear inflection point, driven by indigenisation and global supply chain realignment. This MoU brings together our proven defence supply chain experience with ALA's global aerospace expertise to build a credible platform for defence offset and aerospace programmes in India."

Operational Excellence and Service Portfolio

The partnership will explore comprehensive aerospace and defence supply chain services spanning multiple areas:

  • Production support and spare parts distribution
  • Inventory optimisation and defence-grade logistics solutions
  • Logistics engineering and aftermarket support
  • MRO (Maintenance, Repair, and Operations) services
  • End-to-end programme lifecycle support
TVS SCS Defence Credentials: Specifications
NATO Stock Numbers Managed: 250,000 NSNs
Annual Defence Demands: 2.5 million
Global Supplier Network: Over 5,000 vendors
UK Business Contribution: Over 30%
Platform Coverage: Land, sea, and air platforms

Global Expertise and Standards

ALA Group brings over 35 years of specialized experience as an aerospace and defence supply-chain integrator. The company operates globally with state-of-the-art logistics facilities, managing over 200,000 SKUs through a qualified supplier base of more than 1,500 vendors worldwide.

Vittorio Genna, CEO and Co-Founder of ALA Group, stated: "The collaboration with TVS Supply Chain Solutions reflects our vision of combining technical depth, operational excellence, and long-term partnerships. This creates a solid platform for sustainable growth across multiple regions, supporting both civil and defence aerospace programs."

ALA Group Operations: Details
Experience: Over 35 years
SKUs Managed: Over 200,000
Global Suppliers: More than 1,500 vendors
Countries Served: 40 countries
Employee Base: Over 750 professionals
Quality Standards: EN 9120, EN 9100, ISO 9001

The strategic partnership positions both companies to address India's growing defence modernisation requirements while leveraging their combined global expertise and operational capabilities in the aerospace and defence supply chain ecosystem.

Historical Stock Returns for TVS Supply Chain Solutions

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TVS Supply Chain Solutions Makes Q3FY26 Earnings Call Audio Recording Available

1 min read     Updated on 05 Feb 2026, 01:47 PM
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Overview

TVS Supply Chain Solutions Limited has uploaded the audio recording of its February 11, 2026 earnings conference call discussing Q3FY26 financial results on its website in compliance with SEBI regulations. The call covered the company's strong quarterly performance with 11.1% revenue growth and significant EBITDA margin improvement.

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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.

Call Details: Information
Date: February 11, 2026
Time: As per schedule
Access Link: Company website investor relations section
Compliance: Regulation 30 of SEBI LODR

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.

Metric: Q3 FY26 Q3 FY25 Growth (%)
Revenue: ₹2,716 Cr ₹2,445 Cr +11.1%
Adjusted EBITDA: ₹199 Cr ₹152 Cr +31.2%
EBITDA Margin: 7.3% 6.2% +110 bps
Adjusted PBT: ₹24 Cr -₹16 Cr Positive

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.

Parameter: Nine Months FY26 Nine Months FY25
Total Income: ₹7,998.09 Cr ₹7,516.62 Cr
Net Profit After Tax: ₹98.66 Cr -₹9.64 Cr
Earnings Per Share: ₹2.19 -₹0.31

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.

Historical Stock Returns for TVS Supply Chain Solutions

1 Day5 Days1 Month6 Months1 Year5 Years
-4.37%+24.60%+14.97%-6.48%-10.30%-37.61%
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