In the quarter under review, TVS Supply Chain Solutions reported its highest quarterly net sales at ₹2,662.63 crore, accompanied by a peak PBDIT of ₹181.57 crore. The operating cash flow for the year reached ₹524.20 crore, marking the highest level recorded. Additionally, the company’s return on capital employed (ROCE) for the half-year stood at 8.72%, the highest in recent periods, while the debt-equity ratio was at a low of 1.14 times, indicating a relatively conservative capital structure. The operating profit to interest ratio for the quarter also reached a peak of 5.44 times, reflecting improved coverage of interest expenses by operating profits.
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Despite these operational highs, the company’s profit before tax excluding other income (PBT less OI) for the quarter was ₹11.92 crore, which is 68.9% lower than the average of the previous four quarters. Similarly, the net profit after tax (PAT) for the quarter was ₹15.64 crore, reflecting a 44.7% decline against the same benchmark. Non-operating income constituted 48.89% of the profit before tax, indicating a significant contribution from sources outside core operations. These figures suggest that while the company’s core business activities have shown strength, profitability metrics have experienced pressure in the latest quarter.
From a market perspective, TVS Supply Chain Solutions’ stock price closed at ₹120.70, down 1.07% on the day, with a 52-week trading range between ₹107.50 and ₹196.55. The stock’s recent returns have lagged behind the broader Sensex index, with a one-week return of -2.97% compared to Sensex’s 0.96%, and a year-to-date return of -32.32% against Sensex’s 8.36%. Over the past year, the stock has recorded a negative return of -33.64%, while the Sensex gained 9.48%. Longer-term returns for three, five, and ten years are not available for TVS Supply Chain Solutions, whereas the Sensex has delivered 37.31%, 91.65%, and 232.28% respectively over these periods.
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TVS Supply Chain Solutions operates within the transport services sector, a segment that has faced varied challenges and opportunities amid evolving market conditions. The recent adjustment in the financial trend parameter reflects a recalibration of the company’s performance evaluation, influenced by the contrasting signals from operational metrics and profitability outcomes. Investors analysing TVS Supply Chain Solutions should consider these nuanced developments alongside broader sectoral and market trends.
In summary, the quarter ending September 2025 for TVS Supply Chain Solutions presents a complex picture. The company has recorded peak operational figures in sales, cash flow, and capital efficiency, yet profitability indicators have shown contraction relative to recent averages. The stock’s market performance has underperformed the benchmark Sensex index over multiple time frames, highlighting the importance of a comprehensive assessment for portfolio decisions. The recent revision in the company’s financial trend parameter and Mojo score underscores the dynamic nature of its evaluation.
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