Archive · 19 Nov 2025
TVS Supply Chain Aims to Boost Margins After Operational Overhaul
TVS Supply Chain Solutions, a company that helps other businesses with their supply chains, is trying to make more money.
They've changed how they work in other countries to save money and are trying to grow a part of their business that makes more profit.
However, some experts are worried that this might be hard because of the company's thin profits and changes in global trade.
The company's stock price has gone down since it started trading on the stock market.
TVS Supply Chain Solutions (SCS) is resetting expectations after a major overhaul of its overseas operations
The company aims to save ₹120 crore annually and lift its profit before tax margin to 4% by FY27
It is expanding its high-margin integrated supply chain services (ISCS) business in the US and Europe
Analysts remain cautious due to thin margins and global trade volatilities
The company's shares are down over 40% from its listing price
- Who
- TVS Supply Chain Solutions (SCS)
- What
- is resetting expectations and aiming to boost margins after an operational overhaul
- When
- The company aims to achieve a 4% profit before tax margin by FY27
- Where
- The company is expanding its high-margin business in the US and Europe
- Why
- To save money and grow a more profitable part of its business
Optimistic View
Cautious View
Margins
Optimistic View
Expected to improve to 4% by FY27
Cautious View
Remain thin and vulnerable to global trade volatilities
Stock Performance
Optimistic View
Potential for growth as the company executes its plans
Cautious View
Down over 40% from listing price, indicating investor disappointment
- Listing Price
- ₹197.05
- Current Share Price
- ₹116.8
- Market Capitalization
- ₹5,150 crore
- FY25 Revenue
- ₹9,996 crore
- FY25 Profit/Loss
- ₹10 crore (loss)