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TVS Supply Chain Solutions Limited (TVSSCS.NS)

INR138.59 -0.89 (-0.64%)
IN NSE Industrials Integrated Freight & Logistics
Address No. 58, Eldams Road 600018
Chennai, IN
CEO Vikas Chadha
Website tvsscs.com
IPO 2023-08-23
ISIN INE395N01027

Explore sections of this company profile

Also trades on Bombay Stock Exchange · TVSSCS.BO (INR) National Stock Exchange of India · TVSSCS.NS (INR)
Description

TVS Supply Chain Solutions Limited specializes in delivering comprehensive, integrated supply chain services, primarily operating in India with global capabilities. Their core offerings encompass end-to-end supply chain management, spanning from initial procurement and sourcing, through operational and on-site logistics, to efficient warehousing for both finished goods and aftermarket service parts. The company also provides full-spectrum transportation solutions, including delivery, regulatory compliance support, and freight management across sea, air, road, and multimodal options, alongside expert consultancy and professional advisory services. Their extensive network solutions include international freight forwarding for air, ocean, and land cargo, as well as specialized project logistics. Furthermore, they offer time-sensitive last-mile services such as closed-loop logistics, supplemented by support infrastructure like forwarding stock locations, convenient pick-up and drop-off points, in-boot delivery, and dedicated engineering assistance, all supported by robust courier and consignment handling. Beyond these primary services, TVS Supply Chain Solutions engages in a diverse range of activities. These include the acquisition and distribution of automotive and other technical components, maintenance and repair of computing and electrical equipment, trading of tires and accessories, leasing of packaging assets, real estate management, postal services, contract packaging, and reverse logistics. They also provide business and management consulting, sequencing and sub-assembly services, consolidator agency functions, and IT support, along with outsourced inventory and logistics management. These services cater to a broad spectrum of industries, including the automotive, utilities and smart metering, beverage, rail, industrial, and defense sectors. Established in 2004, the company, initially known as TVS Logistics Services Limited, officially changed its name to TVS Supply Chain Solutions Limited in November 2019. Its headquarters are situated in Chennai, India.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
INR138.59 -0.89 (-0.64%)
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Volume Profile
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Liquidity & share structure
Average Volume
563.2K
Beta
1.00
Float Shares
150.01M
Free Float %
34.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.11% +8.21% +7.88% +7.95% +13.83% +10.42% -5.23% -38.63% -38.63% -38.63% -38.63%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
138.59
DCF (Unlevered) 189.91 +37.0%
DCF (Levered) 176.01 +27.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-02 Change
Strong Buy 1 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.33
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Integrated Freight & Logistics: +6.5%
    +10.1% Q1'26: +21.3% (vs Q1'25)
  • EPS growth Integrated Freight & Logistics: +7.1%
    +935.5% Q1'26: +463.6% (vs Q1'25)
  • FCF margin FCF growth · Integrated Freight & Logistics: +60.0%
    +2.9% Q1'26: +8.3% (vs Q1'25)
  • EBIT margin Integrated Freight & Logistics: +6.9%
    +2.3% Q1'26: +2.7% (vs Q1'25)
  • ROIC Integrated Freight & Logistics: +6.4%
    +4.3% Q1'26: +5.8% (vs Q1'25)
  • Share dilution Integrated Freight & Logistics: +0.1%
    +0.2% Q1'26: -0.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Integrated Freight & Logistics: 0.95×
    3.34× Q1'26: 2.88× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.06) × ERP
WACC = 66% × Ke + 34% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 194.66 Current price: 138.59
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2024
actual
Mar 2025
actual
Mar 2026
1 Rev. Ana.
1 EPS Ana.
Mar 2027
1 Rev. Ana.
1 EPS Ana.
Mar 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
91.99B
est: 92.25B (-0.3%)
99.96B
est: 101.18B (-1.2%)
106.22B
106.22B – 106.22B
+5.0% YoY
115.29B
115.29B – 115.29B
+8.5% YoY
125.13B
125.13B – 125.13B
+8.5% YoY
EBITDA
7.00B
est: 7.54B (-7.3%)
7.30B
est: 8.28B (-11.8%)
8.69B
8.69B – 8.69B
+5.0% YoY
9.43B
9.43B – 9.43B
+8.5% YoY
10.23B
10.23B – 10.23B
+8.5% YoY
EBIT
1.43B
est: 2.91B (-50.9%)
1.88B
est: 3.19B (-41.2%)
3.35B
3.35B – 3.35B
+5.0% YoY
3.64B
3.64B – 3.64B
+8.5% YoY
3.95B
3.95B – 3.95B
+8.5% YoY
Net Income
-1.01B
est: -550.22M (-83.9%)
-135.90M
est: 308.13M (-144.1%)
1.50B
1.50B – 1.50B
+385.7% YoY
1.63B
1.63B – 1.63B
+8.8% YoY
2.24B
2.24B – 2.24B
+37.8% YoY
SGA
1.56B
est: 1.67B (-6.8%)
1.75B
est: 1.83B (-4.7%)
1.92B
1.92B – 1.92B
+5.0% YoY
2.09B
2.09B – 2.09B
+8.5% YoY
2.27B
2.27B – 2.27B
+8.5% YoY
EPS
-2.40
est: -1.25 (-92.0%)
-0.31
est: 0.70 (-144.3%)
3.40
3.40 – 3.40
+385.7% YoY
3.70
3.70 – 3.70
+8.8% YoY
5.10
5.10 – 5.10
+37.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-26 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-25 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-18 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-15 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-14 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-13 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-12 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-11 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
3.33B
OE per share TTM
7.49
Owner's Yield
6.05%
Maintenance CapEx ratio
421.42%
Maint CapEx / Avg PPE
16.5%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 1 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Emerging Markets Small Cap ETF EWX 0.02% 172.1K 0.65%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
149.1K
Shares Outstanding
441.18M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Ramachandhran Dinesh Executive Chairman 35M male
Ravi V. Viswanathan MD & Director 30M male
Dinesh Narayan Global Chief Information Officer & Legal male
Kameswaran Sukumar Chief Executive Officer – India, Middle East, & Africa male
R. Vaidhyanathan Chief Financial Officer male
Sivakumar J. Head of Investor Relation
Vikas Chadha Global Chief Executive Officer male
Balaji Ethirajan Group Chief Human Resources Officer male
Vittorio Favati Chief Executive Officer - GFS male
D. Krishna Prasad Company Secretary & Compliance Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits