TVS Supply

Why is TVS Supply Chain Solutions Ltd falling/rising?

As of 24-Aug, TVS Supply Chain Solutions Ltd's stock price has risen to 133.15, reflecting a 9.63% increase, outperforming the Sensex. However, concerns about long-term fundamentals, including low ROCE and declining profitability, may pose risks despite the recent positive performance.

As of 24-Aug, TVS Supply Chain Solutions Ltd is experiencing a rise in its stock price, currently at 133.15, which reflects an increase of 11.7 or 9.63%. This upward movement is notable as the stock has outperformed the benchmark Sensex, which has seen a decline of 0.46% over the same week. The stock's performance today has been particularly strong, reaching an intraday high of Rs 140.75, marking a 15.89% increase at its peak.<BR><BR>Despite the positive short-term performance, there are underlying concerns regarding the company's long-term fundamentals. The average Return on Capital Employed (ROCE) is low at 4.88%, and the company's net sales growth over the past five years has been modest at an annual rate of 6.31%. Additionally, the latest financial results indicate a significant decline in profitability, with a 67.19% drop in Profit After Tax (PAT) over the last six months.<BR><BR>Moreover, a concerning factor is that 31.87% of promoter shares are pledged, which can exert downward pressure on the stock in adverse market conditions. While the stock has shown a positive trend recently, these fundamental weaknesses may pose risks for future performance. Nonetheless, the current rise in stock price can be attributed to short-term trading dynamics and investor sentiment, as evidenced by the stock's significant outperformance against the sector today.

Which are the latest news on TVS Supply?

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

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, bringing diverse expertise to the company.

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 brings a diverse range of experience and expertise to the company.

What does TVS Supply do?

TVS Supply Chain Solutions Ltd, a small-cap company in the transport services industry, reported net sales of 3,335 Cr and a net profit of 21 Cr for June 2026. It was incorporated in 2004 and renamed in 2019, with a market cap of INR 5,681 Cr.

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 profit for June 2026.<BR><BR>Financial Snapshot: <BR>Net Sales: 3,335 Cr (Quarterly Results - Jun 2026) <BR>Net Profit: 21 Cr (Quarterly Results - Jun 2026) <BR>Market Cap: INR 5,681 Cr (Small Cap)<BR><BR>Key Metrics: <BR>P/E: 75.00 <BR>Industry P/E: 38 <BR>Dividend Yield: 0.00% <BR>Debt-Equity: 1.00 <BR>Return on Equity: 9.20% <BR>Price to Book: 2.80 <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 peers of the TVS Supply?

TVS Supply's peers include S C I, Blue Dart Express, Blackbuck, Transport Corp., VRL Logistics, Afcom Holdings, Mahindra Logistics, SEAMEC Ltd, and Kernex Microsys. In terms of management risk, growth, and capital structure, TVS Supply ranks below average compared to its peers, with a 1-year return of -4.74%.

Peers: The peers of TVS Supply are S C I, Blue Dart Expres, Blackbuck, Transport Corp., VRL Logistics, Afcom Holdings, Mahindra Logis., SEAMEC Ltd, and Kernex Microsys.<BR><BR>Quality Snapshot: Excellent management risk is observed at Afcom Holdings, Blue Dart Expres, and Transport Corp., while Average management risk is found at S C I, Blackbuck, Mahindra Logis., and Kernex Microsys, and the rest. Below Average management risk is present at TVS Supply and SEAMEC Ltd. In terms of Growth, Excellent growth is noted at Blackbuck and Afcom Holdings, Good growth at S C I and Transport Corp., Average growth at TVS Supply and Mahindra Logis., and Below Average growth at Blue Dart Expres and VRL Logistics, with the rest. For Capital Structure, Excellent capital structure is seen at Transport Corp. and Afcom Holdings, Good capital structure at S C I, Blue Dart Expres, and SEAMEC Ltd, Average capital structure at VRL Logistics and Kernex Microsys, and Below Average capital structure at TVS Supply and Mahindra Logis., and the rest.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Afcom Holdings at 68.99%, while the lowest is Blue Dart Expres at -13.23%. TVS Supply's 1-year return is -4.74%, which is higher than Blue Dart Expres but lower than Afcom Holdings. Additionally, the peers with negative six-month returns include Blue Dart Expres, Transport Corp., and TVS Supply.

How big is TVS Supply?

As of 14th August, TVS Supply Chain Solutions Ltd has a market capitalization of 5,440.29 Cr, with recent net sales totaling 11,745.88 Cr and a net profit of 64.76 Cr over the last four quarters.

As of 14th August, <BR><BR>Market Cap: TVS Supply Chain Solutions Ltd has a market capitalization of 5,440.29 Cr and is classified as a Small Cap company.<BR><BR>Recent Quarterly Performance: The sum of Net Sales for the latest 4 quarters is 11,745.88 Cr, while the sum of Net Profit for the same period is 64.76 Cr.<BR><BR>Balance Sheet Snapshot: The reporting period is March 2026, with Shareholder's Funds amounting to 2,033.50 Cr and Total Assets valued at 7,016.54 Cr.

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.

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