TVS Supply

Has TVS Supply declared dividend?

No Dividend History Available

Is TVS Supply overvalued or undervalued?

As of April 4, 2025, TVS Supply's valuation has improved to attractive, indicating it is undervalued at a price of 133.20, especially compared to peers like Container Corp. and Aegis Logistics, despite a recent underperformance against the Sensex, but showing a rebound with an 18.29% return over the past month.

As of 4 April 2025, the valuation grade for TVS Supply has moved from fair to attractive, indicating a more favorable assessment of its market position. The company appears to be undervalued, particularly when considering its current price of 133.20 against its peers. Key ratios include a PE ratio of -425.91, an EV to EBITDA of 10.81, and a ROCE of 3.92%. <BR><BR>In comparison to its peers, TVS Supply's valuation metrics stand out, especially when juxtaposed with Container Corp. of India Ltd., which has a PE of 37.54, and Aegis Logistics Ltd., with a PE of 48.56. This suggests that TVS Supply is trading at a significant discount relative to these companies. Additionally, while the stock has underperformed the Sensex over the past year with a return of -21.58% compared to the Sensex's 7.53%, its recent performance over the past month shows a rebound with an 18.29% return, reinforcing the potential for future growth.

Who are the peers of the TVS Supply?

TVS Supply's peers include Blue Dart Express, GE Shipping Co, S C I, Transport Corp., Zinka Logistics, VRL Logistics, Allcargo Logistics, Gateway Distri, and TCI Express. TVS Supply has below average management risk, growth, and capital structure compared to its peers, with a 1-year return of -30.71%.

Peers: The peers of TVS Supply are Blue Dart Expres, GE Shipping Co, S C I, Transport Corp., Zinka Logistics, VRL Logistics, Allcargo Logist., Gateway Distri, and TCI Express.<BR><BR>Quality Snapshot: Excellent management risk is observed at GE Shipping Co, Transport Corp., VRL Logistics, Gateway Distri, and TCI Express, while Good management risk is found at Blue Dart Expres and the rest. Average management risk is noted for S C I and Allcargo Logist., while Below Average management risk is seen at Zinka Logistics, TVS Supply, and Mahindra Logis. Growth is Excellent at Zinka Logistics, Good at Blue Dart Expres, GE Shipping Co, Transport Corp., and VRL Logistics, while Average growth is found at Allcargo Logist. and the rest. Below Average growth is observed at S C I, TVS Supply, and Mahindra Logis. Capital Structure is Excellent at GE Shipping Co and TCI Express, Good at Transport Corp., Blue Dart Expres, Allcargo Logist., and Gateway Distri, while Average capital structure is noted for VRL Logistics, and Below Average for Zinka Logistics, TVS Supply, and Mahindra Logis.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Transport Corp. at 29.50%, while the lowest is Allcargo Logist. at -40.73%. TVS Supply's 1-year return of -30.71% is better than Allcargo Logist. but worse than Transport Corp. Additionally, the peers with negative six-month returns include Allcargo Logist., Gateway Distri, TCI Express, and TVS Supply.

Who are in the management team of TVS Supply?

As of March 2023, the management team of TVS Supply includes S Mahalingam (Chairman), Ramachandhran Dinesh (Executive Vice Chairman), Ravi Viswanathan (Managing Director), and several non-executive and independent directors. This diverse team guides the company's governance and strategic direction.

As of March 2023, the management team of TVS Supply includes the following members:<BR><BR>1. S Mahalingam - Chairman & Independent Director<BR>2. Ramachandhran Dinesh - Executive Vice Chairman<BR>3. Ravi Viswanathan - Managing Director<BR>4. Sargunaraj Ravichandran - Non Executive Director<BR>5. Shobhana Ramachandhran - Non Executive Director<BR>6. Ashish Kaushik - Nominee<BR>7. Anand Kumar - Nominee<BR>8. Gauri Kumar - Independent Non Executive Director<BR>9. B Sriram - Independent Non Executive Director<BR>10. Tarun Khanna - Independent Non Executive Director<BR><BR>This team comprises a mix of executive and non-executive roles, contributing to the governance and strategic direction of the company.

What does TVS Supply do?

TVS Supply Chain Solutions Ltd, a mid-cap company in the transport services industry, reported net sales of ₹24,988 Cr and a net loss of ₹48 Cr for the quarter ending March 2025. The company, formerly known as TVS Logistics Services Limited, focuses on supply chain management and logistics solutions.

Overview:<BR>TVS Supply Chain Solutions Ltd operates in the transport services industry and is categorized as a mid-cap company.<BR><BR>History:<BR>The company was originally incorporated as "TVS Logistics Services Limited" in 2004. It underwent a name change to "TVS Supply Chain Solutions Limited" on February 27, 2019. The most recent quarterly results reported net sales and profit for the period ending March 2025.<BR><BR>Financial Snapshot:<BR>- Net Sales: 24,988 Cr (Quarterly Results - Mar 2025)<BR>- Net Profit: -48 Cr (Quarterly Results - Mar 2025)<BR>- Market cap: INR 6,070 Cr (Mid Cap)<BR><BR>Key Metrics:<BR>- P/E: N/A (Loss Making)<BR>- Industry P/E: 37<BR>- Dividend Yield: 0.00%<BR>- Debt Equity: 0.82<BR>- Return on Equity: -0.75%<BR>- Price to Book: 3.33<BR><BR>Contact Details:<BR>- Address: 10 Jawahar Road, Chokkikulam Madurai Tamil Nadu : 625002<BR>- Tel: 91-44-66857777<BR>- Email: cs.compliance@tvsscs.com<BR>- Website: http://www.tvsscs.com

Who are the top shareholders of the TVS Supply?

The top shareholders of TVS Supply include Tvs Mobility Private Limited with 24.32%, Lingotto Alternative Investments with 9.65%, and individual investors with 17.92%. Additionally, 44 Foreign Institutional Investors hold 3.58%, mutual funds represent 0.12%, and there is a pledged promoter holding of 18.435%.

The top shareholders of TVS Supply include Tvs Mobility Private Limited, which holds the largest stake at 24.32%. Other significant shareholders are Lingotto Alternative Investments Master Fund Icav - Lingotto Special Opportunities Master Fund with 9.65%, and individual investors collectively holding 17.92%. Additionally, the company has 44 Foreign Institutional Investors (FIIs) holding 3.58% and mutual funds represented by 6 schemes at 0.12%. It's also noteworthy that there is a pledged promoter holding of 18.435%.

How big is TVS Supply?

As of 24th July, TVS Supply Chain Solutions Ltd has a market capitalization of 5,839.00 Cr and reported net sales of 9,995.72 Cr over the last four quarters, with a net loss of 13.59 Cr. Shareholder's funds are 1,815.03 Cr, and total assets amount to 5,679.22 Cr.

As of 24th July, <BR><BR>Market Cap: TVS Supply Chain Solutions Ltd has a market capitalization of 5,839.00 Cr, categorizing it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: The sum of Net Sales for the latest 4 quarters is 9,995.72 Cr, while the sum of Net Profit for the same period reflects a loss of 13.59 Cr.<BR><BR>Balance Sheet Snapshot: The reporting period for the latest annual data is March 2024. Shareholder's Funds stand at 1,815.03 Cr, and Total Assets amount to 5,679.22 Cr.

How has been the historical performance of TVS Supply?

TVS Supply has shown growth in net sales and cash flow, increasing from 9,249.79 Cr in Mar'22 to 9,995.72 Cr in Mar'25, but profitability remains a concern with a profit after tax of -14.79 Cr in Mar'25, despite improvements from previous years. Total assets and liabilities have slightly decreased, indicating a reduction in long-term borrowings.

Answer:<BR>The historical performance of TVS Supply shows a fluctuating trend in key financial metrics over the past few years, with significant changes in net sales, profits, and cash flow.<BR><BR>Breakdown:<BR>TVS Supply's net sales increased from 9,249.79 Cr in Mar'22 to 9,995.72 Cr in Mar'25, reflecting a growth trend despite a slight dip in Mar'23. Total operating income followed a similar pattern, reaching 9,995.72 Cr in Mar'25. However, the total expenditure also rose, leading to an operating profit (PBDIT) of 724.49 Cr in Mar'25, down from 745.48 Cr in Mar'24. The company faced challenges with profitability, as evidenced by a profit before tax of 24.21 Cr in Mar'25, a recovery from a loss of 40.36 Cr in Mar'24, but still lower than the profit of 41.17 Cr in Mar'23. The profit after tax remained negative at -14.79 Cr in Mar'25, although this was an improvement from -62.01 Cr in Mar'24. The cash flow from operating activities showed a positive trend, increasing to 671 Cr in Mar'25 from 127 Cr in Mar'24, indicating better cash generation. Total assets decreased slightly to 5,601.42 Cr in Mar'25 from 5,679.22 Cr in Mar'24, while total liabilities also decreased, reflecting a reduction in long-term borrowings. Overall, while TVS Supply has shown growth in sales and cash flow, profitability remains a concern with ongoing losses in net profit.

Is TVS Supply technically bullish or bearish?

As of December 2, 2025, TVS Supply's technical trend has shifted to a bearish stance with weak strength, indicated by bearish MACD, Bollinger Bands, and moving averages across multiple timeframes.

As of 2 December 2025, the technical trend for TVS Supply has changed from mildly bearish to bearish. The current stance is bearish with weak strength. Key indicators driving this conclusion include the bearish MACD on the weekly timeframe, bearish Bollinger Bands on both weekly and monthly timeframes, and bearish moving averages on the daily timeframe. The KST is also bearish on the weekly timeframe, while the OBV shows a mildly bearish signal. Overall, the technical outlook suggests continued weakness in the stock.

When is the next results date for TVS Supply Chain Solutions Ltd?

The next results date for TVS Supply Chain Solutions Ltd is 10 February 2026.

The next results date for TVS Supply Chain Solutions Ltd is scheduled for 10 February 2026.

Are TVS Supply Chain Solutions Ltd latest results good or bad?

TVS Supply Chain Solutions Ltd's latest results show mixed performance, with a modest revenue growth of 2.71% quarter-on-quarter but a decline in operating margins to 6.82%. While net profit increased year-on-year by 67.63%, it fell sharply by 77.77% from the previous quarter, indicating ongoing profitability challenges and concerns about financial health.

TVS Supply Chain Solutions Ltd's latest results indicate a mixed performance, reflecting ongoing profitability challenges despite some revenue growth. In Q3 FY26, the company reported net sales of ₹2,662.63 crores, which is a modest increase of 2.71% quarter-on-quarter and 5.96% year-on-year. However, the operating margin has contracted to 6.82%, down from 7.57% in the same quarter last year, highlighting rising operational costs that have outpaced revenue growth.<BR><BR>While the net profit of ₹15.64 crores shows a significant year-on-year increase of 67.63%, it represents a sharp decline of 77.77% compared to the previous quarter. This decline is largely attributed to a one-time adjustment in the prior quarter, making direct comparisons challenging. The company continues to face operational pressures, including weak return ratios and elevated debt levels, which raise concerns about its financial health.<BR><BR>Overall, while there are signs of revenue growth, the contraction in margins and the significant drop in quarterly profits suggest that the company is grappling with serious challenges, making the latest results more concerning than positive.

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 17-Mar, the stock price of TVS Supply Chain Solutions Ltd is at 101.05, showing a minor increase but overall negative trends with a 20.31% decline over the past month and weak long-term fundamentals. Despite recent positive financial results, investor participation is decreasing, and the stock underperforms its sector and the market.

As of 17-Mar, the stock price of TVS Supply Chain Solutions Ltd is currently at 101.05, reflecting a slight increase of 0.15 (0.15%). This rise comes after a trend reversal, as the stock has gained after three consecutive days of decline. However, despite this minor uptick, the stock has underperformed its sector by 0.32% today and is trading below its moving averages across various time frames, indicating a generally weak performance.<BR><BR>Over the past week, the stock has decreased by 4.53%, and it has shown a significant decline of 20.31% over the past month. Year-to-date, the stock has fallen by 9.49%, while it has underperformed the market over the last year with a return of -20.65%, contrasting sharply with the Sensex's positive return of 2.56%. <BR><BR>Investor participation appears to be declining, as evidenced by a 4.23% drop in delivery volume compared to the five-day average. Additionally, the company has a high proportion of pledged promoter shares, which can exert downward pressure on the stock price, particularly in a falling market. <BR><BR>While the company has reported positive financial results in the last three quarters, including a substantial growth in profit after tax and a favorable debt-equity ratio, these positive factors are overshadowed by weak long-term fundamentals, including a low average return on capital employed and poor sales growth over the past five years. <BR><BR>In summary, while there is a slight rise in the stock price today, the overall trend remains negative due to significant declines in the past periods, weak investor participation, and long-term fundamental concerns.

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 18-Mar, TVS Supply Chain Solutions Ltd's stock price has risen to 104.70, up 3.61% due to strong recent performance and positive financial results, despite a longer-term decline of -20.23%. The stock's attractive valuation and increased investor participation further support its current upward trend.

As of 18-Mar, TVS Supply Chain Solutions Ltd is experiencing a rise in its stock price, currently at 104.70, reflecting a change of 3.65 (3.61%) upwards. This increase can be attributed to several factors. Firstly, the stock has outperformed its sector by 2.48% today and has been on a gaining streak for the last two days, accumulating a total return of 3.32% during this period. Additionally, the stock reached an intraday high of Rs 105.5, marking a rise of 4.4%.<BR><BR>Investor participation appears to be increasing, with a delivery volume of 40.08k on 17 March, which has remained stable compared to the 5-day average. Despite trading below its moving averages across various time frames, the stock's attractive valuation, indicated by a low Enterprise Value to Capital Employed ratio of 1.8 and a PEG ratio of 0, suggests that it is trading at a discount relative to its peers.<BR><BR>Moreover, the company has reported positive financial results over the last three consecutive quarters, with a significant growth in profit after tax (PAT) of 313.74% in the latest six months. This financial performance, coupled with a high return on capital employed (ROCE) of 8.72%, supports the stock's upward movement.<BR><BR>However, it is important to note that the stock has underperformed over the longer term, with a 1-year return of -20.23%, which may still raise concerns among investors regarding its long-term growth potential. Nonetheless, the current positive momentum and recent financial results are contributing to the stock's rise at this time.

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 19-Mar, TVS Supply Chain Solutions Ltd's stock is at 100.65, down 3.87%, and has underperformed the sector. Despite strong quarterly results, the stock's bearish trend, high pledged shares, and decreased investor confidence contribute to its decline.

As of 19-Mar, TVS Supply Chain Solutions Ltd's stock price is falling, currently at 100.65, which reflects a decrease of 4.05 (-3.87%). The stock has underperformed the sector by 0.37% today and has experienced a trend reversal, falling after two consecutive days of gains. The stock reached an intraday low of Rs 100.05, indicating a decline of 4.44%. <BR><BR>In terms of moving averages, the stock is trading lower than its 5-day, 20-day, 50-day, 100-day, and 200-day moving averages, suggesting a bearish trend. Additionally, the logistics sector, in which the company operates, has also fallen by 3.35%. <BR><BR>Investor participation has decreased significantly, with delivery volume dropping by 41.31% compared to the 5-day average, indicating a lack of confidence among investors. Furthermore, 31.87% of promoter shares are pledged, which can exert additional downward pressure on the stock price in a falling market. <BR><BR>Despite the company declaring positive results for the last three consecutive quarters, including a remarkable growth in profit after tax (PAT) of 1,978.81%, the stock has still underperformed the market over the past year, generating a return of -25.44% compared to the market's 1.22%. This underperformance, combined with weak long-term fundamental strength and a poor EBIT to interest ratio, contributes to the stock's decline.

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 20-Mar, the stock price of TVS Supply Chain Solutions Ltd is at 100.25, down 0.4%. The stock has significantly underperformed the market with a one-year return of -25.77%, compounded by weak fundamentals and a high percentage of pledged shares, raising investor concerns.

As of 20-Mar, the stock price of TVS Supply Chain Solutions Ltd is currently at 100.25, reflecting a decrease of 0.4 (-0.4%). The stock has been experiencing a downward trend, having underperformed the sector by 1.26% today and showing a consecutive decline over the last two days, resulting in a total drop of 4.25% during this period. <BR><BR>In terms of longer-term performance, the stock has significantly underperformed the market, with a one-year return of -25.77%, while the broader market (BSE500) has generated a return of 0.76%. This poor performance is compounded by weak long-term fundamental strength, evidenced by an average Return on Capital Employed (ROCE) of 4.13% and a low growth rate in net sales of only 6.63% annually over the past five years.<BR><BR>Additionally, 31.87% of promoter shares are pledged, which increases the risk for investors, especially in a falling market, as it adds downward pressure on the stock price. The proportion of pledged shares has also increased by 2.64% over the last quarter, further contributing to investor concerns.<BR><BR>Despite some positive factors, such as the company declaring positive results for the last three consecutive quarters and a significant growth in profits, the overall sentiment remains negative due to the stock's consistent underperformance and weak fundamentals.

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 23-Mar, TVS Supply Chain Solutions Ltd's stock price is declining at Rs 95.85, down 4.53%, and has fallen for three consecutive days, totaling an 8.45% decrease. The stock is underperforming against the Sensex and is close to its 52-week low, with weak long-term fundamentals and decreased investor interest contributing to the bearish trend.

As of 23-Mar, TVS Supply Chain Solutions Ltd is experiencing a decline in its stock price, currently at Rs 95.85, which reflects a change of -4.55 (-4.53%). The stock has been on a downward trend, having fallen for the last three consecutive days, resulting in a total decrease of -8.45% during this period. This decline is further evidenced by the stock's performance over the past week and month, where it has underperformed the benchmark Sensex, showing a -5.00% return over the last week compared to the Sensex's -3.72%, and a significant -18.29% over the last month versus the Sensex's -12.72%.<BR><BR>The stock is also close to its 52-week low, just 3.6% away from Rs 92.4, indicating a lack of upward momentum. Additionally, the stock is trading below its moving averages across various time frames, including the 5-day, 20-day, 50-day, 100-day, and 200-day averages, which typically signals a bearish trend. <BR><BR>Investor participation has decreased, with delivery volume dropping by -6.6% against the 5-day average, suggesting waning interest among investors. The logistics sector, in which TVS operates, has also seen a decline of -4.38%, contributing to the negative sentiment surrounding the stock.<BR><BR>While the company has reported positive results in the last three quarters, including a remarkable growth in profit after tax (PAT) of 1,978.81% and a low debt-equity ratio, the long-term fundamentals appear weak. The average return on capital employed (ROCE) is low at 4.13%, and the company has shown poor growth in net sales over the past five years. Furthermore, a significant portion of promoter shares, 31.87%, is pledged, which can exert additional downward pressure on the stock price in a falling market.<BR><BR>Overall, the combination of recent poor performance, weak long-term fundamentals, and negative market sentiment has led to the decline in the stock price of TVS Supply Chain Solutions Ltd.

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 24-Mar, the stock price of TVS Supply Chain Solutions Ltd is rising to 98.35, reflecting a 3.09% increase due to strong buying activity and improved financial metrics. Despite a long-term underperformance, recent positive results and increased investor participation suggest renewed interest in the stock.

As of 24-Mar, the stock price of TVS Supply Chain Solutions Ltd is rising, currently at 98.35, with a change of 2.95 (3.09%) increase. This upward movement can be attributed to several factors. Firstly, the stock has outperformed its sector by 1.14% today, indicating a positive trend relative to its peers. Additionally, it has experienced a trend reversal, gaining after three consecutive days of decline, which may signal renewed investor interest.<BR><BR>The stock opened with a gap up of 2.36% today and reached an intraday high of Rs 100.15, reflecting strong buying activity. Furthermore, there has been a notable increase in investor participation, with delivery volume rising by 25.77% compared to the five-day average, suggesting that more investors are willing to hold the stock rather than sell it.<BR><BR>On the fundamental side, the company has reported positive results for the last three consecutive quarters, with a significant growth in profit after tax (PAT) of 313.74% over the latest six months. The return on capital employed (ROCE) is at its highest at 8.72%, and the debt-equity ratio is the lowest at 1.14 times, indicating improved financial health. The stock is also trading at a discount compared to its peers' average historical valuations, which may attract value investors.<BR><BR>However, it is important to note that despite the current rise, the stock has underperformed the market over the past year, with a return of -29.80%. This long-term weakness, along with a high percentage of pledged promoter shares, could pose risks in the future. Nonetheless, the immediate factors contributing to the stock's rise today are the positive performance metrics and increased investor engagement.

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 25-Mar, the stock price of TVS Supply Chain Solutions Ltd is Rs 98.55, with a recent increase of 1.44%. Despite positive short-term results, the stock has underperformed over the long term, showing a significant decline of 26.97% in the past year and facing challenges such as weak fundamentals and a high percentage of pledged shares.

As of 25-Mar, the stock price of TVS Supply Chain Solutions Ltd is currently at Rs 98.55, reflecting a change of 1.4 (1.44%) increase. The stock has been gaining for the last two days, with a total rise of 3.25% during this period. However, despite this recent uptick, the stock has underperformed its sector by 0.81% today and has shown a significant decline over longer periods, including a 26.97% drop over the past year.<BR><BR>The company has reported positive results for the last three consecutive quarters, with a remarkable growth in profit after tax (PAT) of 313.74% over the latest six months. Additionally, the return on capital employed (ROCE) is at its highest at 8.72%, and the debt-equity ratio is the lowest at 1.14 times. These factors contribute to an attractive valuation, as the stock is trading at a discount compared to its peers' average historical valuations.<BR><BR>However, there are several negative factors influencing the stock's performance. The company has weak long-term fundamental strength, with an average ROCE of only 4.13% and poor long-term growth, as net sales have grown at an annual rate of just 6.63% over the last five years. Furthermore, 31.87% of promoter shares are pledged, which can exert additional downward pressure on the stock price, especially in falling markets. The proportion of pledged holdings has also increased by 2.64% over the last quarter.<BR><BR>In summary, while there are some positive indicators contributing to the recent rise in stock price, the overall long-term performance and market conditions suggest a more cautious outlook for TVS Supply Chain Solutions Ltd.

Which are the latest news on TVS Supply?

Should I buy, sell or hold TVS Supply Chain Solutions Ltd?