The Board of Directors of TVS Supply Chain Solutions Limited, at their meeting held on February 10, 2026, approved the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. For the third quarter of FY26 (Q3 FY26), the company reported a consolidated revenue of ₹2,715.81 Crores, reflecting an 11.1% increase compared to ₹2,444.60 Crores in the corresponding quarter of the previous year (YoY). However, revenue saw an 8.09% decline compared to the previous quarter (Q2 FY26), which stood at ₹2,512.90 Crores. On the profitability front, the company posted a consolidated Profit After Tax (PAT) of ₹10.72 Crores, a significant turnaround from a loss of ₹24.65 Crores in Q3 FY25. Compared to the preceding quarter’s PAT of ₹16.31 Crores, the profit decreased by 34.27%. The company noted that while performance was bolstered by the Integrated Supply Chain Solutions (ISCS) segment, it was impacted by an exceptional item of ₹8.77 Crores related to incremental employee benefit obligations under new Labour Codes.

TVS Supply Chain Solutions Limited, a part of the TVS Mobility Group, is a leading tech-enabled, asset-light supply chain provider operating in over 25 countries. The company specializes in two core segments: Integrated Supply Chain Solutions (ISCS) and Global Forwarding Solutions (GFS), serving diverse sectors including automotive, industrial, consumer, and healthcare. In recent updates from early 2025, the company announced a major leadership transition with the appointment of Vikas Chadha as the Global CEO, effective January 2026. On the business front, TVS SCS secured a significant three-year contract with Daimler India Commercial Vehicles for end-to-end in-plant warehouse management and strategically acquired ‘Swamy & Sons 3PL’ to strengthen its FMCG supply chain leadership in India. Furthermore, the company reported a robust order pipeline of approximately ₹6,300 Crores as of the December 2025 quarter. Notable institutional investors include TVS Motor Company Limited and S.R. Batliboi & Associates LLP, with individual investors such as Sunil Kant Munjal and Sudha Gopalakrishnan holding significant stakes in the company.