TVS Group stock soars 13% after turning profitable in Q3 with ₹6,300 Cr order pipeline

Synopsis: TVS Supply Chain Solutions turned profitable in Q3FY26, reporting a net profit of Rs. 11.2 crore and 11% revenue growth to Rs. 2,716 crore. The stock rose 13%, supported by a strong order pipeline of Rs. 6,300 crore.

The shares of the company which provide supply chain management services for international organisations, government departments, and large and medium-sized businesses, are now in focus after it rose by 13% following a net profit turnaround from a loss last year and a strong order book.

With a market capitalisation of Rs. 5,325 cr, the shares of TVS Supply Chain Solutions Ltd were trading at Rs. 120.70 per share, surging 13% in today’s session, making a high of Rs. 122, up from its previous close of Rs. 107.84 per share. 

The stock declined by 9% over the past year, while it is up 5.5% on a year-to-date basis. Over the last six months it has fallen 9%, but it has gained 14% in the past month.

Q3 Results 

TVS Supply Solutions reported steady growth on a YoY basis for Q3FY26. Revenue increased by 11% to Rs. 2,716 crore from Rs. 2,445 crore in Q3FY25. EBITDA rose by a healthy 36% to Rs. 206 crore compared to Rs. 151 crore a year ago. The company also reported a sharp turnaround in profitability, with net profit improving to Rs. 11.2 crore from a loss of Rs. 23.8 crore last year. EPS similarly improved to Rs. 0.24 from a negative Rs. 0.56.

On a QoQ basis, sales grew marginally by about 2%, increasing from Rs. 2,663 crore in Q2FY26  to Rs. 2,716 crore in Q3FY26. EBITDA showed stronger momentum, rising by approximately 13% from Rs. 182 crore to Rs. 206 crore. Net profit declined by around 31% QoQ, falling from Rs. 16.3 crore to Rs. 11.2 crore, and EPS also decreased by about 31% from Rs. 0.35 to Rs. 0.24.  It has a robust order pipeline of Rs. 6,300 crore.

Integrated Supply Chain Solutions (ISCS) segment 

On a year-on-year basis, the Integrated Supply Chain Solutions (ISCS) segment delivered steady growth in Q3FY26 compared to Q3FY25. Segment revenue increased by 8.32%, rising to Rs. 1,979.52 crore from Rs. 1,827.44 crore. 

Adjusted EBITDA grew at a faster pace of 24.64%, improving to Rs. 182.89 crore from Rs. 146.73 crore, reflecting better operating efficiency. Consequently, the adjusted EBITDA margin expanded from 8.03% in Q3 FY25 to 9.24% in Q3 FY26.

Global Forwarding Solutions (GFS) segment 

On a year-on-year basis, the Global Forwarding Solutions (GFS) segment showed healthy growth in Q3FY26 compared to Q3FY25. Segment revenue increased by 19.30%, rising to Rs. 736.29 crore from Rs. 617.18 crore. 

Adjusted EBITDA recorded a strong growth of 49.96%, improving to Rs. 17.26 crore from Rs. 11.51 crore. As a result, the adjusted EBITDA margin expanded from 1.86% in Q3 FY25 to 2.34% in Q3 FY26.

TVS Supply Chain Solutions Ltd is a global end-to-end supply chain and logistics services provider, part of the TVS Group. The company offers integrated solutions across sourcing, production support, warehousing, distribution, and global forwarding, serving sectors such as automotive, industrial, defence, and consumer goods. 

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