Conference Call with TVS Supply Chain Solutions Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Transport Related Services company TVS Supply Chain Solutions announced Q3FY25 results The company reported a 10% increase in revenue at Rs 2,444.6 crore in Q3FY25 as against Rs 2,221.8 crore in the same quarter last year. Adj. EBITDA: Rs 150.3 crore compared to Rs 173.6 crore during Q3FY24, change -13.4%. Adj. EBITDA margin: 6.2% for Q3FY25. PBT: Rs -15.2 crore compared to Rs 0.6 crore during Q3FY24. The company reported a Profit After Tax (PAT) of Rs -23.8 crore for Q3FY25 as against the profit of Rs 10.0 crore for Q3FY24. Ravi Viswanathan, Managing Director, TVS Supply Chain Solutions, said: “Our YoY revenue growth reflects the resilience of our business. We continue to secure large deals and capitalise on significant market opportunities, leveraging our global capabilities and technology expertise. With a robust order pipeline, bolstered by strong customer engagements, we remain bullish about our long-term growth outlook." Raviprakash Bhagavathula, Global CFO, TVS Supply Chain Solutions, said: “Our supply chain businesses in India and North America have delivered steady margins in Q3. In Europe, we expect the margins to normalize by Q1FY26. The Network Solutions segment saw a notable sequential improvement in margins by 140 bps. Additionally, efficient working capital management and cost rationalisation initiatives have contributed to a positive cash flow in Q3.” Result PDF
Conference Call with TVS Supply Chain Solutions Management and Analysts on Q3FY25 Performance and Outlook. Listen to the full earnings transcript.
Transport Related Services company TVS Supply Chain Solutions announced H1FY25 & Q2FY25 results Profit After Tax of Rs 10.6 crore. for the Q2FY25, as against the loss of (Rs 21.9 crore.) in Q2FY24 on a YoY basis which is also a 42.5% increase on QoQ basis. H1FY25 PBT was at Rs 31.6 crore. as against the PBT of (Rs 41.6 crore.) for H1FY24. Consolidated revenue for Q2FY25 grew by 11 % to Rs 2,512.9 crore. as against Rs 2,262.9 crore. in Q2FY24. Ravi Viswanathan, Managing Director, TVS Supply Chain Solutions, said: “The Q2 results demonstrate our ability to sustain growth momentum in both revenue and profit, amid ongoing macroeconomic challenges. New business wins have added Rs 280 crore of revenue for the quarter. Our global account management strategy has helped us close the large deals that gives us the confidence of sustaining the growth momentum. Overall, the results reflect our resilience in navigating a complex environment and we remain confident about our profitable growth in the coming quarters.” Ravi Prakash Bhagavathula, Global CFO, TVS Supply Chain Solutions, said: "Our Q2 results reflect sustained revenue growth, along with continued improvement in profitability driven by our focus on operational efficiency and cost management. Our ability to fund growth through internal resources has enabled us to effectively manage borrowings driving PBT." Result PDF
Conference Call with TVS Supply Chain Solutions Management and Analysts on Q1FY25 Performance and Outlook. Listen to the full earnings transcript.
Transport Related Services company TVS Supply Chain Solutions announced Q1FY25 results: For Q1FY25, on a consolidated basis, the revenue stood at Rs 2,539.4 crore as against Rs 2,288.9 crore. in the same quarter last year reflecting 10.9% growth on a YoY basis. TVS SCS profit momentum continues; Q1 PAT at Rs 7.5 crore PBT improves for the fourth consecutive quarter to Rs 13.7 crore on the back of double-digit revenue growth Consolidated revenue grew by 10.9% (YoY) ISCS segment revenue grew by 8.1% (YoY) and NS Segment revenue grew by 14.8% (YoY) Commenting on the Q1FY25 performance, Ravi Viswanathan, Managing Director, said, "We had a strong first quarter, driven by topline growth in both our ISCS and NS segments. The ISCS segment continues to lead our performance supported by significant volume improvements in the NS segment. Our customers recognize our supply chain transformation capabilities, tech-led solutions and the ability to deploy AI-driven solutions resulting in our participation in more large deals.” He further added, "We see a significant growth opportunity in India following the recent budget announcement, which has provided a strong impetus for the manufacturing sector. This development is expected to open up more outsourcing opportunities for supply chain player like TVS SCS." Commenting on the Q1 results,Ravi Prakash Bhagavathula, Global CFO, said, “Investments in process automation and productivity initiatives have driven improvement in operating margins. This combined with effective debt management has led to PBT improvements for the last four quarters. Our robust order pipeline combined with our focus on operational efficiencies give us the confidence in sustaining this growth momentum in the upcoming quarters.” During the quarter, the company made significant strides by securing key new business wins, including partnerships with global OEMs in the commercial vehicle sector in both India and Singapore. Among the notable achievements, the company received ‘Partner Level Supplier’ recognition from a U.S.-based global farm equipment manufacturer. Additionally, a strategic collaboration with a leading UK-based university was established to drive innovation in artificial intelligence. The company also demonstrated its operational prowess by successfully delivering 500,000 Completely Knocked Down (CKD) kits to a major Indian two-wheeler manufacturer Result PDF