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TVS Supply Chain Solutions Limited (TVSSCS) Fair Value & Analysis

Industrials · IN · Market cap ₹60.2B

TS TVS Supply Chain Solutions Limited TVSSCS · NSE
Price₹136.41
Fair Value₹51.93
Upside-61.9%
Quality57/100
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Evidence: High Range ₹33.03 – ₹68.00

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Share price +16.8% over the past month.

Price vs Fair Value (12 months)

₹140.31 ₹90.97 Fair Value ₹51.93 Jul 2025 Jul 2026

12‑month range ₹90.97 – ₹140.31 · fair‑value band ₹33.03 – ₹68.00 · the ₹136.41 price screens above the ₹51.93 fair value. As of Jul 3, 2026.

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Analysis

TVS Supply Chain Solutions Limited (TVSSCS) currently trades at ₹136.41, while our model-based Fair Value estimate is ₹51.93 — implying the stock looks roughly 61.9% overvalued today. We read business quality at 57/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, TVS Supply Chain Solutions Limited generated revenue of ₹110B at a net margin of 1.0%. Revenue grew 21.3% year over year. It earns a return on equity of 6.0%. Net debt stands at ₹20.3B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹110B
Revenue growth (YoY) +21.3%
Net margin 1.0%
Return on equity 6.0%
Free cash flow ₹4.1B FY2026
P/E ratio 52.7
More key figures
Operating margin 2.8%
EPS (TTM) ₹2.59
EPS growth (YoY) +71.4%
Net debt ₹20.3B FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

TVS Supply Chain Solutions Limited provides integrated supply chain solutions in India. The company operates through two segments: Integrated Supply Chain Solutions (ISCS) and Network Solutions (NS). The ISCS segment consists of sourcing and procurement, integrated transportation, logistics operation centers, in-plant logistics operations, finished goods, aftermarket fulfillment, and supply chain consulting services. The NS segment includes global forwarding solutions, which manages end-to-end freight forwarding and distribution services through ocean, air and land, warehousing and at port storage, and value-added services, as well as integrated final mile solutions comprising closed loop logistics and support, including spares logistics, break-fix, refurbishment and engineering support, and courier and consignment management services. It serves automotive, industrial, consumer, tech, infra, rail, utilities, and healthcare sectors. The company was formerly known as TVS Logistics …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

TVS Supply Chain Solutions Limited reported revenue of ₹110B in FY2026 versus ₹92.5B in FY2022, a compound +4.4%/yr. Reported net income was ₹1.1B in FY2026.

Revenue +4.4%/yr
FY22 ₹92.5B
FY23 ₹99.7B
FY24 ₹92.0B
FY25 ₹100.0B
FY26 ₹110B
Net income
FY22 −₹491M
FY23 ₹398M
FY24 −₹1.0B
FY25 −₹136M
FY26 ₹1.1B

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Frequently asked questions

Is TVS Supply Chain Solutions Limited (TVSSCS) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹51.93 versus a price of ₹136.41 — about −62% (overvalued). Model-based estimate, not financial advice.
What is the fair value of TVSSCS?
Our model-based fair value for TVS Supply Chain Solutions Limited is ₹51.93 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹136.41.
What is the quality score of TVSSCS?
TVS Supply Chain Solutions Limited has a Quality Score of 57/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of TVS Supply Chain Solutions Limited (TVSSCS)?
TVS Supply Chain Solutions Limited reported trailing-twelve-month revenue of about ₹110B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of TVSSCS?
The net profit margin of TVS Supply Chain Solutions Limited is about 1.0%, meaning it keeps roughly 1.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.