TVS Supply Chain Solutions Ltd (TVSSCS) Q4FY26 Concall Summary - Mar-2026 Qtr
Performance Overview
- The company reported a spectacular finish to the fiscal year, achieving a record quarterly revenue of over 3,000 crores for the first time, signaling strong business momentum and a positive outlook.
- Growth was diversified and broad-based across all key regions, including a strong turnaround performance in Europe and continued robust growth in India, which grew 31.4% YoY.
- The company successfully onboarded 9 new Fortune 500 clients during the year, increasing the total to 100, which underscores the growing relevance and trust in its tech-led, solution-oriented offerings in the global marketplace.
- New business wins in Q4 reached an all-time high of 523.7 crores, representing 21% of Q4 FY25 revenue, providing a strong tailwind and clear visibility for growth heading into FY27.
- Profitability showed significant improvement, with adjusted EBITDA growing 37.5% YoY to 222 crores and margins expanding by 80 bps to 7.3%, driven by new business, operating leverage, and disciplined cost initiatives.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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