TVS Supply

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 06-Aug, the stock price of TVS Supply Chain Solutions Ltd is declining, currently at 132.35, reflecting a 2.32% drop. The stock has underperformed its sector and shows weak long-term fundamentals, contributing to negative investor sentiment and reduced participation.

As of 06-Aug, the stock price of TVS Supply Chain Solutions Ltd is falling, currently at 132.35, which reflects a decrease of 3.15 (-2.32%). The stock has underperformed its sector by 2.42% today and has been on a consecutive decline for the last three days, resulting in a total drop of 3.58% during this period. Additionally, the stock touched an intraday low of Rs 132, indicating significant selling pressure.<BR><BR>Investor participation has also decreased, with delivery volume falling by 33.14% compared to the 5-day average, suggesting reduced interest from investors. Although the stock is trading at a discount compared to its peers and has shown a substantial profit increase of 1477.3% over the past year, the weak long-term fundamentals, such as a low average Return on Capital Employed (ROCE) of 4.88% and poor net sales growth of only 2.86% annually over the last five years, contribute to the negative sentiment surrounding the stock.<BR><BR>Moreover, the company's financial performance has shown concerning trends, with a significant decline in profit before tax (PBT) and profit after tax (PAT) in the latest quarter compared to previous averages. The fact that 31.87% of promoter shares are pledged adds further downward pressure, particularly in a falling market. All these factors combined indicate why the stock is currently experiencing a decline.

Which are the latest news on TVS Supply?

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

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

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

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

What does TVS Supply do?

TVS Supply Chain Solutions Ltd, a small-cap company in the transport services industry, reported net sales of 3,032 Cr and a net profit of 18 Cr for the quarter ending March 2026. The company, formerly known as TVS Logistics Services Limited, was incorporated in 2004 and rebranded in 2019.

Overview: <BR>TVS Supply Chain Solutions Ltd operates in the transport services industry and is categorized as a small-cap company.<BR><BR>History: <BR>The company was originally incorporated as "TVS Logistics Services Limited" in 2004 and later changed its name to "TVS Supply Chain Solutions Limited" in 2019. The most recent quarterly results reported net sales and net profit for the period ending March 2026.<BR><BR>Financial Snapshot: <BR>Net Sales: 3,032 Cr (Quarterly Results - Mar 2026) <BR>Net Profit: 18 Cr (Quarterly Results - Mar 2026) <BR>Market Cap: INR 5,623 Cr (Small Cap)<BR><BR>Key Metrics: <BR>P/E: 29.00 <BR>Industry P/E: 33 <BR>Dividend Yield: 0.00% <BR>Debt-Equity: 1.00 <BR>Return on Equity: 9.20% <BR>Price to Book: 2.78 <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

How big is TVS Supply?

As of 10th June, TVS Supply Chain Solutions Ltd has a market capitalization of 5,623.00 Cr, with net sales of 11,002.97 Cr and a net profit of 114.28 Cr over the latest four quarters.

As of 10th June, <BR><BR>Market Cap: TVS Supply Chain Solutions Ltd has a market capitalization of 5,623.00 Cr, categorizing it as a Small Cap company.<BR><BR>Recent Quarterly Performance: The sum of Net Sales for the latest 4 quarters is 11,002.97 Cr, while the sum of Net Profit for the same period is 114.28 Cr.<BR><BR>Balance Sheet Snapshot: The reporting period for the latest annual data is March 2025. Shareholder's Funds are valued at 1,801.77 Cr, and Total Assets amount to 5,601.42 Cr.

Who are in the management team of TVS Supply?

The management team of TVS Supply includes Chairman S Mahalingam, Executive Vice Chairman Ramachandhran Dinesh, Managing Director Ravi Viswanathan, and several Non-Executive and Independent Directors, all of whom guide the company's strategic direction.

The management team of TVS Supply includes the following key 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 plays a crucial role in guiding the company's strategic direction and operations.

Who are the peers of the TVS Supply?

TVS Supply's peers include S C I, Blue Dart Express, Blackbuck, Transport Corp., SEAMEC Ltd, VRL Logistics, Mahindra Logistics, Kernex Microsys, and Gateway Distri. TVS Supply has below average management risk, growth, and capital structure compared to its peers, with a 1-year return of -9.12%.

Peers: The peers of TVS Supply are S C I, Blue Dart Expres, Blackbuck, Transport Corp., SEAMEC Ltd, VRL Logistics, Mahindra Logis., Kernex Microsys., and Gateway Distri.<BR><BR>Quality Snapshot: Excellent management risk is observed at Blue Dart Expres, Transport Corp., VRL Logistics, and Gateway Distri, while Average management risk is found at S C I, Blackbuck, Mahindra Logis., Kernex Microsys., and the rest. Below Average management risk is noted for TVS Supply and SEAMEC Ltd. In terms of growth, Excellent growth is seen at Blackbuck and SEAMEC Ltd, while Average growth is present at S C I, Blue Dart Expres, and the rest. Below Average growth is attributed to TVS Supply and Transport Corp. Good capital structure is noted at S C I, Blue Dart Expres, Transport Corp., SEAMEC Ltd, and Gateway Distri, while Average capital structure is found at VRL Logistics and Kernex Microsys., and Below Average capital structure is observed at TVS Supply and Mahindra Logis.<BR><BR>Return Snapshot: SEAMEC Ltd has the highest 1-year return at 85.20%, while Blue Dart Expres has the lowest at -28.03%. TVS Supply's 1-year return of -9.12% is better than Blue Dart Expres but worse than SEAMEC Ltd. Additionally, the six-month returns for Blue Dart Expres, Transport Corp., VRL Logistics, and Gateway Distri are negative.

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

TVS Supply Chain Solutions Ltd's latest results show a mixed performance: while net profit rose 63.71% quarter-on-quarter and revenue hit a record high, year-on-year net profit declined dramatically by 468.70%, and operating margins decreased slightly. Investors should be cautious due to ongoing margin pressures and weak return on equity.

TVS Supply Chain Solutions Ltd's latest results present a mixed picture. On one hand, the company achieved a significant sequential improvement in net profit, which rose by 63.71% quarter-on-quarter to ₹17.55 crore. Additionally, revenue reached an all-time high of ₹3,032.22 crore, reflecting an 11.65% increase from the previous quarter and a robust 21.35% growth year-on-year.<BR><BR>However, the year-on-year comparison for net profit is concerning, showing a dramatic decline of 468.70%. The operating margin has also seen a slight decrease, falling to 7.20% from 7.57% in the previous quarter, indicating ongoing margin pressures in the logistics sector. Furthermore, the company's return on equity remains weak at 3.86%, which raises questions about its overall efficiency and profitability.<BR><BR>While the recent stock performance has been positive, with an 11.41% increase over the past week, the long-term outlook is clouded by the company's struggles to convert revenue growth into sustainable profits. Overall, while there are signs of recovery, the significant year-on-year profit decline and thin margins suggest that the results are not entirely positive. Investors should be cautious and consider the broader implications of these financial metrics.

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.

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.

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%.

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.

Has TVS Supply declared dividend?

No Dividend History Available