TVS Supply Chain’s Q1 PAT soars to ₹71.16 cr

TVS Supply Chain Solutions Ltd has reported a sharp surge in profitability for the first quarter of FY26, with consolidated profit after tax (PAT) jumping 852.6% year-on-year to ₹71.16 crore, compared to ₹7.47 crore in the same period last year.

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Adjusted EBITDA for the quarter was ₹172.01 crore, up 10% sequentially from ₹156.41 crore in Q4 FY25, while profit before tax (PBT) as reported surged 652% year-on-year to ₹103.47 crore.

The company’s share of profit from TVS ILP, in which it holds a 25.2% stake, was ₹177.23 crore, boosted by the transfer of 11 million sq. ft. of warehouse space as part of its InVIT listing, according to a statement.

The company has consolidated its Integrated Final Mile (IFM) operations into its Integrated Supply Chain Solutions (ISCS) segment in the UK and Europe. The strategic move aims to strengthen its end-to-end solutions offering, enhance service delivery, reduce duplication, and improve margins.

Managing Director Ravi Viswanathan said the company is entering FY26 with a focus on “performance excellence, customer-centricity, and long-term value creation,” adding that the new unified structure in Europe and the UK is driving operational synergies and enhancing service delivery through deeper customer engagement and sharper execution.

Global CFO R Vaidhyanathan noted that disciplined execution of transformation initiatives and strategic cost reductions were delivering margin improvements, with the UK and Europe restructuring expected to redefine the company’s cost base and long-term margin profile.

The company’s reporting structure will now comprise of ISCS and Global Freight Solutions (GFS).

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