TVS Supply Chain share witnessed a sharp rally of nearly 9% on Tuesday, February 18, 2025, reaching an intraday high of ₹139.41 per share on the NSE. The surge came a day after TVS Motor acquired 20 lakh shares in a block deal at ₹128.86 per share, triggering strong investor interest in the stock.
Block Deal Details
As per National Stock Exchange (NSE) block deal data, TVS Motor Company purchased the stake from Allanzers Fin Net, which offloaded 20 lakh shares (0.45% stake) at an average price of ₹128.86 per share on February 17, 2025. The total transaction value stood at ₹25 crore. This marks TVS Motor’s continued interest in TVS Supply Chain Solutions, strengthening its position in the logistics and supply chain space.
Stock Performance & Market Trends
At around 10:15 AM, TVS Supply Chain Solutions share was trading 9% higher at ₹139.35 per share. The company’s market capitalization stood at ₹6145.34 crore. The stock remains significantly below its 52-week high of ₹217.58 per share, while its 52-week low stands at ₹125.3 per share on NSE.
The stock, although showing recent signs of recovery, has declined by 30% over the past year. In February 2025 alone, the stock fell over 8%, following a sharp 20% correction in January. However, from its 52-week low of ₹125.30 (recorded on February 12, 2025), the stock has rebounded by about 10%.
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TVS Motor’s Growing Stake in TVS Supply Chain Solutions
This is not the first recent acquisition by TVS Motor Company in TVS Supply Chain Solutions. On February 13, 2025, TVS Motor had already purchased 67.10 lakh shares—a 1.52% stake—for ₹107 crore via an open market transaction at an average price of ₹159.42 per share. During this period, Authum Investment & Infrastructure divested a 1.13% stake for ₹80 crore.
Following these acquisitions, TVS Motor Company’s stake in TVS Supply Chain Solutions has increased from 2.39% (as of December 2024) to 4.36%. As per the December 2024 shareholding pattern, promoters and promoter groups collectively held 43.04 percent, while public shareholders controlled 56.96 percent.
Financial Performance in Q3FY25
Despite the strong buying momentum, TVS Supply Chain Solutions posted a net loss of ₹23.8 crore for the third quarter of FY25, compared to a profit of ₹10 crore a year ago. However, revenue grew 10% year-on-year (Y-o-Y) to ₹2,444.6 crore, up from ₹2,221.8 crore in Q3FY24.
- EBITDA stood at ₹132.6 crore, lower than ₹162.1 crore in the same quarter last year.
- EBITDA margin declined from 7.3% to 5.4% due to ongoing global macroeconomic uncertainties impacting revenue and volumes.
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Management’s Outlook
Raviprakash Bhagavathula, Global CFO of TVS Supply Chain Solutions, acknowledged that FY24 revenues were impacted by delays in the commissioning of a major project in Europe, as well as a traditionally weaker quarter. However, he expressed optimism, stating that margins for Europe operations are expected to normalize by Q1 FY26.
Ravi Viswanathan, MD of TVS Supply Chain Solutions, remained bullish on the company’s long-term growth, emphasizing its resilience, strong order pipeline, and expanding global capabilities. “Our year-on-year revenue growth reflects the resilience of our business. We continue to secure large deals and capitalize on significant market opportunities, leveraging our global capabilities and technology expertise. With a robust order pipeline, bolstered by strong customer engagements, we remain bullish about our long-term growth outlook,” he stated.
About TVS Supply Chain Solutions
A key entity within the TVS Group, TVS Supply Chain Solutions is a leading provider of end-to-end logistics and supply chain management services. The company serves global and domestic clients across industries, including automotive, consumer electronics, pharmaceuticals, engineering, and retail.
Its services include:
- Procurement & Warehousing
- Transportation & Distribution
- Inventory Management & Demand Forecasting
- International & Domestic Logistics Solutions
With a vast network of warehouses, distribution centers, and transportation assets, the company continues to strengthen its foothold in the competitive logistics industry.
For deeper insights into the company, explore their official website: TVS Supply Chain Solutions – TVS SCS
Final Thoughts
TVS Supply Chain Solutions has seen a sharp surge in investor interest following TVS Motor’s strategic stake acquisition. While financial challenges persist, the company’s long-term potential and expanding stake by TVS Motor signal confidence in its future growth. Investors will now watch closely for earnings recovery and improved margins in the coming quarters.
Disclaimer: The information provided in this article is intended solely for educational, illustrative and awareness purposes. Nothing contained herein should be construed as a recommendation. Users are encouraged to seek professional financial advice before making any decisions based on the content provided.
