TVSSCSServices

TVS Supply Chain Solutions Limited

Logistics Solution Provider · ISIN INE395N01027 · BSE 543965 · NSE EQ · FV ₹1
Last price
₹130
+3.02%today
What this company does

TVS Supply Chain Solutions Limited operates in Logistics Solution Provider, part of the Services sector. It booked ₹3,335 cr of revenue in its latest quarter (Q1 FY27) and kept 0.6% of sales as profit. It is the 7th largest of 9 Logistics Solution Provider companies we track, by market value.

TVS SCS Orchestrating Global commerce is powered by supply chain capabilities. Some are tangible - Supply Chains factories, warehouses, vehicles, ports, and production lines. Others are intangible, but equally critical - intelligence, coordination, trust, timing, and resilience. Together, they connect businesses to markets and keep economies moving.
In the report:
43out of 100
Equitytale Health Score
Strained

Healthier than 43% of companies in Services, on the 5 of 6 measures we could read for it. Each measure is ranked against the 17–116 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
52

At close. Not part of the score.

Profitability & returns29

How much profit it earns on the money it employs

Balance sheet24

How much it owes, and whether earnings cover the interest

Cash quality92

Whether reported profit actually arrives as cash

Valuation22

What today's price implies, against our models or its peers

Governance & risk72

How much of the promoters' stake is pledged, and how much they hold

Not measurable for this company: growth & consistency. Those pillars are left out of the score rather than counted as zero.

Is this company doing well?
not investment advice
Strengths
Makes a profit
Sales up 29% vs last year
Promoters hold 43%
Turns profit into real cash
Watch-outs
! Thin 0.6% net margin
! Profit down 70% vs last year
! 31.9% of promoter stake pledged
! Low 4.1% return on equity

What if I invest in TVSSCS?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 15% a year, it would become
₹26.30 lakh

The slider starts at 15%, taken from this company's own free-cash-flow trend. That is history, not a forecast — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹130 +3.02%
latest close · 2026-09-17
52-wk low ₹12042 sessions so far52-wk high ₹141
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio69.2High
LowAverageHigh
P/B ratio2.82Moderate
Below bookModerateHigh
EV / EBITDA6.5Low
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity4.1%Weak
WeakFairStrong ▸15%
Return on capital8.8%Fair
WeakFairStrong
Net margin0.6%Thin
ThinDecentStrong
EBITDA margin7.2%Thin
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.54Moderate
LowModerateHigh ▸1
Interest cover1.7×Risky
RiskyOkayStrong ▸5×
Current ratio1.02Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹5,743 cr
Book value
₹46
EPS
₹0.47
latest quarter
Net debt
₹497 cr
owes more than its cash
Enterprise value
₹6,241 cr
EBITDA
₹955 cr
annualised
EBIT
₹309 cr
annualised
Operating margin
2.3%
Return on assets
1.2%
Earnings yield
1.45%
P/S
0.43
Sales / share
₹302.2
Tax rate
30.0%
Face value
₹1
Shares
44.2 cr
Working capital
₹88 cr
Current assets
₹3,759 cr
Current liabilities
₹3,672 cr
Delivery %
41.2%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2026 report & filings
not investment advice
Hard to value confidentlyLow confidence
One year's profit is a one-off (far above the multi-year norm), so its recurring earnings power is unclear.
Models span ₹154₹154, midpoint ₹154

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹3,335 cr
Other Income₹14 cr
Total Income₹3,349 cr
Cost of Materials₹58 L
Purchases of Stock-in-Trade₹711 cr
Inventory Change (±)₹-46 cr
Employee Benefit Expense₹676 cr
Finance Costs₹45 cr
Depreciation & Amortisation₹161 cr
Other Expenses₹1,769 cr
Total Expenses₹3,317 cr
Exceptional Items₹42 L
Profit before Tax₹32 cr
Tax Expense₹10 cr
Net Profit₹22 cr
Net margin on total income0.7%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹666 cr19.9%
Employee benefit expense₹676 cr20.2%
Finance costs₹45 cr1.4%
Depreciation & amortisation₹161 cr4.8%
Other expenses₹1,769 cr52.8%
Tax expense₹10 cr0.3%
Profit for the period₹22 cr0.7%
Total income ₹3,349 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue2,716 cr3,032 cr3,335 cr
Total income2,723 cr3,043 cr3,349 cr
Expenses2,699 cr3,015 cr3,317 cr
Profit before tax15 cr26 cr32 cr
Tax5 cr7 cr10 cr
Net profit (owners' share)11 cr18 cr21 cr
Net margin (owners' share, on revenue)0.4%0.6%0.6%
EPS (₹)0.240.400.47
YoY (latest quarter): total income +28.7% · net profit -70.4%
Balance sheet & cash flow · as of Mar 2026
Moderate debt
Total assets
₹7,200 cr
Shareholder equity
₹2,034 cr
parent shareholders
Total debt
₹1,110 cr
Cash
₹613 cr
Cash flow · H1 FY26
Operating
₹164 cr
Investing
₹-121 cr
Financing
₹-155 cr
Peer comparison
Logistics Solution Provider · by market value
CompanyPriceMarket capP/E
Container Corporation of India Limited₹488₹37,178 cr34.6
Delhivery Limited₹426₹31,897 cr247.6
Shadowfax Technologies Limited₹252₹14,724 cr56.7
Blue Dart Express Limited₹4,811₹11,417 cr32.3
Shiprocket Limited₹121₹7,694 cr
Transport Corporation of India Limited₹827₹6,364 cr15.0
TVS Supply Chain Solutions Limitedthis company₹130₹5,743 cr69.2
VRL Logistics Limited₹288₹5,037 cr15.6
Mahindra Logistics Limited₹390₹3,865 cr38.0
Same industry · latest reported numbers · not a recommendation.
Who owns it · 2026-06-30
31.9% pledged
Promoter
43.0%
FII / Foreign
2.4%
DII / Domestic
2.2%
Retail / others
52.4%
Promoter stake down 0.4% over the last 12 quarters.
Smart-money activity
Bulk / block deals
short · NSE20325 Aug 26
short · NSE23424 Aug 26
short · NSE119 Aug 26
Stake changes
BoughtCatalyst Trusteeship Limited→ 13.71% · 1.20 cr8 Dec 25
BoughtTVS Motor Company Limited→ 5.76% · 50.00 L17 Jun 25
BoughtCatalyst Trusteeship Limited→ 10.99% · 1.55 cr2 Apr 25
Promoter pledges
PledgedCatalyst Trusteeship Ltd acting as Debenture Trustee on behalf of debenture holders (i.e. Jio Finance Ltd., Arka Fincap Ltd., Omers Capital Market Asia Holdings Pte. Ltd., J. P. Morgan Securities India P. Ltd, Nippon India Credit Opportunities AIF Scheme 1, DSP Finance P. Ltd, Nomura Capital (India) P. Ltd, RV Capital India Credot Plus Fund, OCM Asia Credit I Pte. Ltd, Kotak Private Credit Fund and shall include assigns and transferees and any other future debenture holders)50.00 L · 12.58% held8 Dec 25
PledgedCatalyst Trusteeship Ltd acting as Debenture Trustee on behalf of debenture holders (i.e. Jio Finance Ltd., Arka Fincap Ltd, Omers Capital Market Asia Holdings Pte. Ltd., J.P. Morgan Securities India P. Ltd, Nippon India Credit Opportunities AIF Scheme 1, DSP Finance P. Ltd., Nomura Capital (India) P. Ltd., RV Capital India Credit Plus Fund, OCM Asia Credit Pte. Ltd., Kotak Private Credit Fund and shall include assigns & transferees and any other future debenture holders)1.35 cr · 7.93% held2 Apr 25
PledgedCatalyst Trusteeship Ltd acting as Debenture Trustee on behalf of debenture holders (i.e. Jio Finance Ltd., Arka Fincap Ltd, Omers Capital Market Asia Holdings Pte. Ltd., J.P. Morgan Securities India P. Ltd, Nippon India Credit Opportunities AIF Scheme 1, DSP Finance P. Ltd., Nomura Capital (India) P. Ltd., RV Capital India Credit Plus Fund, OCM Asia Credit Pte. Ltd., Kotak Private Credit Fund and shall include assigns & transferees and any other future debenture holders)1.35 cr · 7.93% held2 Apr 25
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Yearly shareholder meeting · 13 Aug 2025
See the official result
1
To receive, consider and adopt the audited Standalone Financial Statements of the Company for the year ended March 31, 2025, together with the reports of the Board of Directors and the Auditors thereon
Backed by 100% of shareholders other than promotersneeded 50%
9.24 cr votes for, 2,612 against · 0% of mutual funds and other big investors said no
2
To receive, consider and adopt the Audited Consolidated Financial Statements of the Company for the Financial Year ended March 31, 2025, together with the Report of the Auditors thereon
Backed by 100% of shareholders other than promotersneeded 50%
9.24 cr votes for, 2,567 against · 0% of mutual funds and other big investors said no
3
To appoint Sri. Ravi Viswanathan (DIN: 08713910), Managing Director, who retires by rotation and being eligible, offers himself for re-appointment
Backed by 95% of shareholders other than promotersneeded 50%
8.82 cr votes for, 42.13 L against · 18% of mutual funds and other big investors said no
4
To appoint Sri. Anand Kumar (DIN: 00818724), Non -Executive Director, who retires by rotation and being eligible, offers himself for reappointment
Backed by 100% of shareholders other than promotersneeded 50%
9.21 cr votes for, 2.47 L against · 1% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 12 named members
owning 43.0% between them · as of 2026-06-30
Tvs Mobility Private Limited24.32%
T S Rajam Rubbers Private Limited14.87%
R Dinesh1.63%
Dhinrama Mobility Solution Private Limited1.20%
R Haresh0.31%
R Naresh0.28%
Shobhana Ramachandhran0.22%
Nitya Kalyanee Investment Limited0.13%
Business done with them
FY2025 · 1 of the group
The company paid ₹9 cr to companies in the promoter group last year — about 0.1% of its ₹9,996 cr revenue and received ₹2 cr back from them.
TVS MOBILITY PRIVATE LIMITED
Other payments to them · Income from Logistic Services
also owns 24.32% of the company
₹9 cr
company paid
TVS MOBILITY PRIVATE LIMITED
Provided services to them · Income from Logistic Services
also owns 24.32% of the company
₹2 cr
company received
TVS MOBILITY PRIVATE LIMITED
Description Of Nature Of Related Party Relationship · Income from Logistic Services
also owns 24.32% of the company
₹0 L
company received

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.