TVS Supply Chain Solutions Reports Robust Q3 FY26 Performance with Rs 18.02 Crore PAT
Chennai-based TVS Supply Chain Solutions Ltd has announced a significant turnaround in its financial performance for the third quarter ended December 2025. The company reported an operational profit after tax (PAT) of Rs 18.02 crore, marking a strong recovery from the loss recorded in the same period last year. This impressive result was underpinned by improving operational efficiency and notable margin expansion across its business segments.
Quarterly Financial Highlights Show Substantial Growth
The reported PAT for Q3 FY26 stood at Rs 11.19 crore, a remarkable improvement compared to a loss of Rs 23.8 crore in the corresponding quarter of the previous fiscal year. This positive shift highlights the company's successful strategic initiatives and enhanced market positioning.
Revenue for the quarter witnessed an 11.1% year-on-year increase, reaching Rs 715.81 crore. This growth was primarily fueled by robust performance in the Integrated Supply Chain Solutions (ISCS) segment and a steady recovery in volumes within the Global Forwarding Solutions (GFS) segment. The company's diversified portfolio continues to drive top-line expansion even in a challenging economic environment.
EBITDA and Margin Expansion Reflect Operational Strength
Adjusted EBITDA surged by 32.5% to Rs 199.31 crore during the quarter. More importantly, EBITDA margins expanded significantly to 7.34%, up from 6.15% in Q3 of the previous fiscal year. This margin improvement demonstrates the company's ability to optimize costs and enhance operational leverage across its supply chain networks.
Profit before tax (PBT), excluding exceptional items, stood at Rs 25.13 crore, compared to a loss of Rs 15.19 crore in the year-ago quarter. This substantial improvement further validates the company's focus on profitability and sustainable growth strategies.
Strong Order Pipeline and Management Commentary
TVS Supply Chain Solutions reported a robust order pipeline of Rs 6,300 crore, indicating strong future revenue visibility. During the quarter, revenue from new business wins amounted to Rs 319 crore, showcasing the company's competitive edge in securing major contracts.
"Q3 marked a significant milestone for us, with strong top-line growth, a step-change in EBITDA performance and margins, and continued progress on profitability. The quarter was led by strong business growth in India," stated Ravi Viswanathan, Managing Director of TVS Supply Chain Solutions Ltd. His comments underscore the strategic importance of the domestic market in driving the company's overall performance.
Nine-Month Performance Shows Consistent Improvement
For the nine months ended FY26, the company's revenue grew by 6.3% to Rs 7,970.75 crore. PAT for this period stood at Rs 98.66 crore, a dramatic turnaround from a loss of Rs 5.72 crore in the corresponding period last year. This sustained improvement across multiple quarters reflects the company's resilient business model and effective execution capabilities.
The positive Q3 results position TVS Supply Chain Solutions as a key player in India's rapidly evolving logistics and supply chain sector, with strong fundamentals supporting future growth prospects.
