TVS Supply Chain Q2 Results | Net profit spikes 54% on cost efficiency, strong execution

Global supply chain solutions provider TVS Supply Chain Solutions Ltd on Thursday (November 13) reported a net profit of ₹16.3 crore for the quarter ended September 2025, up 53.77% from ₹10.6 crore in the same period last year.

The improvement in profitability was driven by strong operational execution, improved cost efficiencies, and sustained business momentum across key verticals.

Revenue for the quarter increased 6% year-on-year to ₹2,663 crore from ₹2,513 crore. EBITDA declined 4.9% to ₹181.15 crore from ₹190.57 crore in the year-ago quarter, while the operating margin contracted to 6.8% from 7.6% previously.

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The company reported a profit before tax (PBT) of ₹23.32 crore for the quarter ended September 2025, up 31% from ₹17.83 crore in the same period last year. For the first half of FY26, the company posted a net profit of ₹87.47 crore, significantly higher than ₹18.08 crore in H1 FY25.

Ravi Viswanathan, Managing Director, TVS Supply Chain Solutions, said, “This has been a stellar quarter for us. The strong uptick in profitability reflects the strength of our strategy and our ability to navigate challenges in the GFS segment while driving solid performance in the ISCS segment.

By maintaining discipline on costs and focusing deeply on efficiency and customer outcomes, we have not only delivered exceptional financial results but also strengthened the foundation for sustained growth ahead."

Also Read: TVS Supply Chain Q1 results: Net profit jumps 853% to ₹71 crore

Global Chief Financial Officer, R Vaidhyanathan, TVS Supply Chain Solutions, said, “We delivered our second consecutive quarter of PAT despite macro headwinds in the GFS segment. Our strategic cost take-out initiatives across regions are progressing well as planned and continue to support margin stability.

A key highlight of the quarter was the sharp improvement in cash flow generation. Cash flow from operations stood at ₹105 crore in H1 FY26, highlighting disciplined working capital management and stronger operating performance. We continue to strengthen our financial foundation through improved cash discipline and a leaner cost structure to achieve our medium-term goal of 4% PBT."

Shares of TVS Supply Chain Solutions Ltd ended at ₹125.35, up by ₹0.15, or 0.12%, on the BSE.