TVS Supply Chain Solutions Ltd (TVSSCS) — shareholding pattern, promoter holding, financials and share price
About TVS Supply Chain Solutions Ltd (TVSSCS)
TVS Supply Chain Solutions Ltd operates in the Logistics Solution Provider industry, within the Services sector. It trades on the NSE as TVSSCS and on the BSE under scrip code 543965. Its ISIN is INE395N01027.
TVS Supply Chain Solutions provides supply chain management services for international organizations, government departments, and large and medium-sized businesses. [1]
TVS Supply Chain Solutions is a tech‑driven, asset‑light integrated supply chain provider offering end‑to‑end ISCS and GFS services across 26 countries, managing 24.7 million sq.ft of warehouses and serving 90+ Fortune 500 customers with a focus on warehousing, in‑plant logistics, transportation and freight forwarding.
Q3 FY26 delivered double‑digit performance: consolidated revenue at Rs. 2,716 crore (+11.1% YoY) and Adjusted EBITDA improving 31.2% YoY to Rs. 199 crore, with adjusted EBITDA margins expanding about 110 basis points to 7.3%, marking a clear profitability inflection for TVS Supply Chain Solutions.
Listed peers in Logistics Solution Provider: Transport Corporation of India Ltd, Afcom Holdings Ltd, VRL Logistics Ltd, Sindhu Trade Links Ltd, Mahindra Logistics Ltd, Intelligent Supply Chain Infrastructure Trust.
Valuation & Returns
10 Jul 2026At ₹141.75 a share on 10 Jul 2026, TVS Supply Chain Solutions Ltd (TVSSCS) was valued at a price-to-earnings ratio of 53.44x against an industry P/E of 23.33x and a price-to-book of 3.47x on a book value of ₹40.84 per share as of Mar 2025. Solomo computes return on equity of 6.49% and return on capital employed of 8.39% from filed results. Earnings ratios use consolidated results for the twelve months Jun 2025 to Mar 2026.
- P/E
- 53.44x
- Industry P/E
- 23.33x
- P/B
- 3.47x
- EPS (TTM)
- ₹2.65
- Book value / share
- ₹40.84
- ROE
- 6.49%
- ROCE
- 8.39%
- ROA
- 2.03%
- Debt / equity
- 1.16x
- Dividend yield
- 0%
- EBITDA margin
- 8.15%
- 52-week range
- ₹90.6 – ₹146.3
Ratios are computed from filed results and the last recorded price. Not investment advice.
Financial Performance
Mar 2026In the year ended Mar 2026, TVS Supply Chain Solutions Ltd (TVSSCS) reported revenue of ₹11,003 crore, net profit of ₹117 crore and earnings per share of ₹2.59. That compares with revenue of ₹9,996 crore and net profit of ₹-10 crore in Mar 2025. Figures are consolidated, as filed with the exchanges.
In the quarter ended Mar 2026, revenue was ₹3,032 crore and net profit ₹18 crore (consolidated).
| Metric | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Revenue (₹ cr) | 9,250 | 9,994 | 9,200 | 9,996 | 11,003 |
| Net profit (₹ cr) | -46 | 42 | -90 | -10 | 117 |
| EPS (₹) | -1.35 | 1.09 | -2.3 | -0.31 | 2.59 |
| Measure | 5Y | 3Y | 1Y |
|---|---|---|---|
| Sales growth | 4.76% | 8.60% | 8.65% |
| Profit growth | - | - | 89.35% |
| Stock price CAGR | - | - | 3% |
Ownership Summary
Jun 2026As of Jun 2026, promoters hold 43.03% of TVS Supply Chain Solutions Ltd (TVSSCS) (unchanged from the previous quarter), foreign institutional investors (FII) hold 2.38% and domestic institutional investors (DII) hold 2.17%. Promoters have pledged 31.9% of their holding. Market capitalisation was ₹6,254 crore on 10 Jul 2026. Shareholding is filed quarterly with BSE and NSE; Solomo carries every filing back to Sep 2023.
Largest disclosed public shareholders in Jun 2026: Lingotto Alternative Investments Master Fund Icav - Lingotto Special Opportunities Master Fund 9.65%, Mahogany Logistics Services Private Limited 8.5%, Tvs Motor Company Limited 5.76%, Mahogany Singapore Company Pte. Ltd. 4.27%, Sunil Kant Munjal 3.38%, Sbi Life Insurance Co. Ltd 2.01%. Only stakes above the 1% disclosure threshold are named in filings.
| Quarter | Promoter | Pledged | FII | DII | Public |
|---|---|---|---|---|---|
| Jun 2026 | 43.03% | 31.9% | 2.38% | 2.17% | 56.97% |
| Mar 2026 | 43.03% | 31.9% | 2.45% | 2.17% | 56.97% |
| Dec 2025 | 43.03% | 31.9% | 2.74% | 2.19% | 56.97% |
| Sep 2025 | 43.03% | 29.2% | 3.48% | 2.31% | 56.97% |
| Jun 2025 | 43.03% | 29.2% | 3.36% | 2.44% | 56.97% |
| Mar 2025 | 43.03% | 18.4% | 3.58% | 3.43% | 56.97% |
| Dec 2024 | 43.04% | 8.8% | 3.31% | 3.74% | 56.96% |
| Sep 2024 | 43.09% | 8.8% | 2.35% | 3.78% | 56.91% |