TVS Supply Chain Solutions Ltd Share Price – NSE  / BSE

Logistics, Small Cap

ALA Group brings more than 35 years of experience as a specialised aerospace and defence supply-chain integrator, supporting leading OEMs, MROs, and defence programmes across Europe, North America, and selected international markets. For the year 2024, it reported revenue of $345 million.

As part of the proposed collaboration, TVS SCS and ALA Group will jointly provide integrated supply chain services across both production and aftermarket lifecycles for aerospace and defence programmes. The collaboration will initially focus on India, with potential to evaluate opportunities in other geographies over time.

The company said that Aerospace and Defence market in India, estimated at approximately $28 billion, are among the most dynamic and profitable segments within industrial supply chains, driven by sustained demand for complex, regulated, and mission-critical logistics and procurement services.

TVS SCS will leverage its long-standing defence and utilities supply chain experience gained through its UK operations, together with its strong domestic presence in India. This includes procurement, market access, government and stakeholder engagement, regulatory and licensing expertise, warehousing and logistics infrastructure, digital platforms, and robust local execution capabilities. ALA Group on the other hand, will contribute its global aerospace and defence domain expertise, technology platforms, and long-standing relationships, especially in the production supply chain with international OEMs and operators across Europe, the US, and the UK, enabling a differentiated, compliant, and scalable value proposition for aerospace and defence stakeholders in India.

Currently, TVS SCS? aerospace, defence and utilities operations generate approximately $140 million in annual revenues, largely anchored in defence and utility programmes in the United Kingdom.

R. Dinesh, Executive Chairman, TVS Supply Chain Solutions, said, ?This collaboration with ALA Group reflects our long-term strategy of building globally relevant capabilities in complex and regulated sectors. By combining TVS Supply Chain Solutions? scale, digital platforms, and strong presence in India with ALA?s aerospace and defence domain expertise, we are positioning the company to participate meaningfully in the evolving global aerospace and defence supply chain ecosystem.? He further added, ?Importantly, this partnership enables us to build on our established aftermarket and in-service supply chain strengths and extend our support to production programmes, particularly in aerospace where these capabilities are increasingly relevant.?

Vittorio Genna, CEO and Co-Founder, ALA Group, added, ?From the beginning, ALA has focused on combining technical depth, operational excellence, and long-term partnerships. The collaboration with TVS Supply Chain Solutions reflects this vision and creates a solid platform for sustainable growth across multiple regions, supporting both civil and defence aerospace programs.?

TVS Supply Chain Solutions (TVS SCS) is an India-based multinational company, who pioneered the development of the supply chain solutions market in India. The company's customers span across numerous industries such as automotive, industrial, consumer, tech and tech infra, rail and utilities, and healthcare.

TVS Supply Chain Solutions reported a consolidated net profit of Rs 10.72 crore in Q3 December 2025 compared with a net loss of Rs 24.65 crore posted in Q3 December 2024. Revenue from operations jumped 11.09% YoY to Rs 2,715.81 crore during the quarter.

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Revenue from operations jumped 11.09% YoY to Rs 2,715.81 crore during the quarter, supported by continued strength in Integrated Supply Chain Solutions (ISCS) segment and a significant recovery in volumes in the Global Forwarding Solutions (GFS) segment.

The company reported profit before exceptional item and tax of Rs 25.13 crore in Q3 FY26, compared with loss of Rs 15.19 crore posted in Q3 FY25. Exceptional losses during the quarter stood at Rs 9.13 crore, primarily related to compliance with the new labour code.

Excluding the impact of new wage code in Q3FY26, the company reported a profit of Rs 18.02 crore as a against a net loss of Rs 23.80 crore in Q3 FY25.

Segment wise, revenue from ISCS jumped 8.32% YoY to Rs 1,979.52 crore while revenue from GFS surged 19.30% YoY to Rs 736.29 crore during the quarter.

The company also registered a robust order pipeline of Rs 6,300 crore and revenue from new business wins amounting to Rs 319 crore in Q3.

Ravi Viswanathan, managing director, TVS Supply Chain Solutions, said, ?Q3 marked a significant milestone for us, with strong top-line growth, a step-change in EBITDA performance and margins, and continued progress on profitability. The quarter was led by strong business growth in India, supported by disciplined execution across our operating regions and a sharp focus on efficiency.?

R Vaidhyanathan, global chief financial officer, TVS Supply Chain Solutions, said, ?Q3 reflected continued improvement in earnings, supported by margin expansion and stronger operating leverage in the ISCS segment. Growth in PBT and PAT reflects the actions we have taken to improve profitability. We remain committed on sustaining the margin progression and improving overall return metrics.?

TVS Supply Chain Solutions (TVS SCS) is an India-based multinational company, who pioneered the development of the supply chain solutions market in India. The company's customers span across numerous industries such as automotive, industrial, consumer, tech and tech infra, rail and utilities, and healthcare.

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PCBL Chemical Ltd, Eicher Motors Ltd, Banco Products (India) Ltd and Pricol Ltd are among the other gainers in the BSE's 'A' group today, 11 February 2026.

TVS Supply Chain Solutions Ltd soared 11.85% to Rs 120.62 at 11:45 IST. The stock was the biggest gainer in the BSE's 'A' group. On the BSE, 18.24 lakh shares were traded on the counter so far as against the average daily volumes of 37862 shares in the past one month.

PCBL Chemical Ltd surged 9.38% to Rs 321.3. The stock was the second biggest gainer in 'A' group. On the BSE, 30.94 lakh shares were traded on the counter so far as against the average daily volumes of 2.52 lakh shares in the past one month.

Eicher Motors Ltd spiked 6.42% to Rs 7765. The stock was the third biggest gainer in 'A' group. On the BSE, 1.34 lakh shares were traded on the counter so far as against the average daily volumes of 8729 shares in the past one month.

Banco Products (India) Ltd gained 6.09% to Rs 693.3. The stock was the fourth biggest gainer in 'A' group. On the BSE, 52295 shares were traded on the counter so far as against the average daily volumes of 26840 shares in the past one month.

Pricol Ltd advanced 5.60% to Rs 617.5. The stock was the fifth biggest gainer in 'A' group. On the BSE, 38062 shares were traded on the counter so far as against the average daily volumes of 21474 shares in the past one month.

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Net profit of TVS Supply Chain Solutions reported to Rs 10.72 crore in the quarter ended December 2025 as against net loss of Rs 24.65 crore during the previous quarter ended December 2024. Sales rose 11.09% to Rs 2715.81 crore in the quarter ended December 2025 as against Rs 2444.62 crore during the previous quarter ended December 2024.

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