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.

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

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 02-Apr, the stock price of TVS Supply Chain Solutions Ltd is rising, currently at 99.92, reflecting a change of 4.32 (4.52%) upward. The increase is driven by strong recent performance and positive financial results, but the stock faces long-term challenges, including a significant decline over the past year and low financial ratios.

As of 02-Apr, the stock price of TVS Supply Chain Solutions Ltd is rising, currently at 99.92, reflecting a change of 4.32 (4.52%) upward. This increase can be attributed to several factors. Firstly, the stock has outperformed its sector by 4.45% today and has been on a consecutive gain for the last two days, accumulating a total return of 9.74% during this period. Additionally, the stock reached an intraday high of Rs 100.35, indicating positive momentum.<BR><BR>The company has also reported positive financial results over the last three consecutive quarters, with a remarkable growth in profit after tax (PAT) of 1,978.81% for the first nine months, which may boost investor confidence. Furthermore, the stock is trading at a discount compared to its peers' average historical valuations, which could attract buyers looking for value.<BR><BR>However, it is important to note that despite the recent rise, the stock has experienced a significant decline of 20.03% over the past year, indicating underlying weaknesses. The average return on capital employed (ROCE) is relatively low at 4.13%, and the company has a poor EBIT to interest ratio of 0.89, suggesting challenges in servicing its debt. Additionally, 31.87% of promoter shares are pledged, which can exert downward pressure on the stock in a falling market.<BR><BR>In summary, while the stock of TVS Supply Chain Solutions Ltd is currently rising due to recent positive performance and financial results, it faces long-term challenges that could affect its stability moving forward.

Which are the latest news on TVS Supply?