TVS Supply Chain Solutions Limited

rs,

BSE Limited 1st Floor, New Trading Ring, Rotunda Bldg., P. J. Towers, Dalal Street, Fort, Mumbai 400 001 Scrip Code: 543965 August 09, 2025 National Stock Exchange

11 million

eloping logistics infrastructure at strategic locations. That vision is now delivering results with 11 million sq. ft. of platform transferred into an InvIT backed by marquee investors, unlocking substantial va

₹ 177

stors, a strong validation of our strategic investment approach. Our share of profit from TVSILP is ₹ 177 Crs for Q1 FY 26 backed by the significant gain from InvIT We remain committed to disciplined execu

₹ 53.3

eper customer engagement Financial Impact recognized in Q1 FY 26 ✓ One-time restructuring cost of ₹ 53.3 Crs (including costs estimated to be incurred through FY 26) ✓ Right sizing and right-shoring expen

₹ 38

ses ✓ One time impairment (non-cash) relating to legacy brands associated with brand realignment - ₹ 38 Crs ✓ This is expected to bring in annualized savings of approx. ₹ 110 to ₹ 120 Crs and in-year FY

₹ 110

ed with brand realignment - ₹ 38 Crs ✓ This is expected to bring in annualized savings of approx. ₹ 110 to ₹ 120 Crs and in-year FY 26 savings of approx. ₹ 50 to ₹ 60 Crs 8 /Admin/ADVANCED GRAPHICS/Cove

₹ 120

rand realignment - ₹ 38 Crs ✓ This is expected to bring in annualized savings of approx. ₹ 110 to ₹ 120 Crs and in-year FY 26 savings of approx. ₹ 50 to ₹ 60 Crs 8 /Admin/ADVANCED GRAPHICS/Cover and Tem

₹ 50

d to bring in annualized savings of approx. ₹ 110 to ₹ 120 Crs and in-year FY 26 savings of approx. ₹ 50 to ₹ 60 Crs 8 /Admin/ADVANCED GRAPHICS/Cover and Template/2022_01/3657108-001_TVS SCS_Divider Opti

₹ 60

ng in annualized savings of approx. ₹ 110 to ₹ 120 Crs and in-year FY 26 savings of approx. ₹ 50 to ₹ 60 Crs 8 /Admin/ADVANCED GRAPHICS/Cover and Template/2022_01/3657108-001_TVS SCS_Divider Options TVS

rs 8

annualized savings of approx. ₹ 110 to ₹ 120 Crs and in-year FY 26 savings of approx. ₹ 50 to ₹ 60 Crs 8 /Admin/ADVANCED GRAPHICS/Cover and Template/2022_01/3657108-001_TVS SCS_Divider Options TVS ILP Inv

25%

ocused on acquiring and developing infrastructures at key locations • Our current shareholding is 25% in TVSILP • TVSILP has built and transferred approximately 11 million sq. ft platform under variou

rs 10

to InvIT will drive recurring value creation for TVS ILP and, in turn for TVS SCS and our shareholders 10 /Admin/ADVANCED GRAPHICS/Cover and Template/2022_01/3657108-001_TVS SCS_Divider Options C O N F I D

“revenue per contract by ~13% CAGR in FY25 over FY21 in ₹ Cr ISCS India business grew by 11.6% CAGR over the last 4 years, outperforming the India GDP growth”

“revenue per contract by ~33% CAGR in FY25 over FY21 in ₹ Cr ISCS North America business grew by 20.3% CAGR over the last 4 years, outperforming the US GDP growth”

“revenue per contract by ~16% CAGR in FY25 over FY21 in ₹ Cr ISCS Europe business grew by 14.4% CAGR over the last 4 years, outperforming the UK GDP growth”

“38.8% 20.3% 16.9% 9.7% 7.9% 6.4% FY21 42.0% 23.9% 10.1% 6.3% 12.4% FY25 5.4% Technology Logistics Services Telecom Industrial Financial Services Others ✓ New order wins for FY25 were strong, amounting to 36% of our FY21 revenues, reflecting continued growth momentum and successful customer acquisition.”

“Container) 3,679 1,074 2,605 3,821 834 2,987 2,169 0 2,169 FY21 FY22 FY23 2,239 2,388 -149 FY24 2,481 195 2,286 FY25 Impact on account of Pricing Revenue (ex.”

“length of relationships: of top 10 customers in FY25 Others 10.48% Healthcare 2.00% Rail and Utilities 7.89% Consumer 12.75% Industrial 29.14% 13.2 13.6 Tech and Tech Infra 12.82% Automotive 24.93% ISCS NS No.”

Outlook

3

Note

1

PBT Margin

1

Note

• EBITDA Adjusted for ESOPS, Forex Gain/Loss and redundancy costs • Prior period segment numbers are restated to reflect the change in segment effective Q1 FY 26 16 Geography wise Revenue in ₹ Cr ACCENTS ISCS Segment (In ₹ Cr.) GFS Segment (In ₹ Cr.) Total (In ₹ Cr.) -0.8% 522 518 +0.4% 175 176 -0.5% 697 694 a i d n I W o R Q1FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 +5.8% 1,384 1,465 -5.7% 459 433 +3.0% 1,842 1,898 COLOR PALETTE Text 33 37 41 Title bar/Bullets 204 222 238 1 2 3 4 5 6 0 65 120 0 139 201 9 167 156 109 124 255 156 48 128 204 222 238 33 37 41 166 182 64 Hyperlink Followed Hyperlink TABLE Lines Highlights 99 183 255 131 217 255 114 248 239 197 203 255 226 161 209 235 242 248 158 168 177 221 228 177 33 37 41 204 222 238 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Note - Prior period segment numbers are restated to reflect the change in segment effective Q1 FY 26 * Net of eliminations 17 COLOR PALETTE Text 33 37 41 Title bar/Bullets 204 222 238 ACCENTS 1 2 3 4 5 6 0 65 120 0 139

PBT Margin

8 - 11% 0.4% 0.5% Q4 FY 25 IFM turnaround Project One Operating Leverage Q4 FY 27 *Profile of Global Peers 28 Our Growth Vision COLOR PALETTE Text 33 37 41 Title bar/Bullets 204 222 238 ACCENTS 1 2 3 4 5 6 0 65 120 0 139 201 9 167 156 109 124 255 156 48 128 204 222 238 33 37 41 166 182 64 Hyperlink Followed Hyperlink TABLE Lines Highlights 99 183 255 131 217 255 114 248 239 197 203 255 226 161 209 235 242 248 158 168 177 221 228 177 33 37 41 204 222 238 Deep Domain Expertise Global Network Proprietary Technology 29 /Admin/ADVANCED GRAPHICS/Cover and Template/2022_01/3657108-001_TVS SCS_Divider Options C O N F I D E N T I A L Region wise segmental historical Overview 30 COLOR PALETTE Text 33 37 41 Title bar/Bullets 204 222 238 ACCENTS 1 2 3 4 5 6 0 65 120 0 139 201 9 167 156 109 124 255 156 48 128 204 222 238 33 37 41 166 182 64 Hyperlink Followed Hyperlink TABLE Lines Highlights 99 183 255 131 217 255 114 248 239 197 203 255 226 161 209 235 242 248 158 168 177 221 228 177 33 37 41 204

Outlook

Strategic portfolio realignment marginally impacted top line, but drives stronger bottom-line margins; FY26 to see strong growth momentum 32 COLOR PALETTE Text 33 37 41 Title bar/Bullets 204 222 238 ACCENTS 1 2 3 4 5 6 0 65 120 0 139 201 9 167 156 109 124 255 156 48 128 204 222 238 33 37 41 166 182 64 Hyperlink Followed Hyperlink TABLE Lines Highlights 99 183 255 131 217 255 114 248 239 197 203 255 226 161 209 235 242 248 158 168 177 221 228 177 33 37 41 204 222 238 ISCS – North America Business ISCS North America Revenue US GDP & Manufacturing Growth +20.3% 706 796 992 474 376 FY21 FY22 FY23 FY24 FY25 PMI GDP 59.1 58.8 51.9 49.2 50.2 5.8% 1.9% 2.5% 2.7% 1.9% Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 10 5 0 60 40 20 0 -20 De-Risking with Diversification Key KPI 11% 78% 10% 0% FY21 56% 40% 4% 0% FY25 Industrial Automotive Consumer Others Top 20 Customers Average length of contracts 4.2 Years in FY25 Addition of new contracts & wallet share addition has enhanced the avg. revenue per contract by

Outlook

We have witnessed strong and consistent growth in our North America business. With continued momentum, we expect this trajectory to sustain through FY26, further strengthening our global portfolio 33 COLOR PALETTE Text 33 37 41 Title bar/Bullets 204 222 238 ACCENTS 1 2 3 4 5 6 0 65 120 0 139 201 9 167 156 109 124 255 156 48 128 204 222 238 33 37 41 166 182 64 Hyperlink Followed Hyperlink TABLE Lines Highlights 99 183 255 131 217 255 114 248 239 197 203 255 226 161 209 235 242 248 158 168 177 221 228 177 33 37 41 204 222 238 ISCS – Europe Business ISCS Europe Revenue UK GDP & Manufacturing Growth +14.4% 1,874 2,348 2,437 1,770 1,423 FY21 FY22 FY23 FY24 FY25 PMI GDP 58.9 55.8 50.3 47.9 44.9 8.7% 4.8% 0.4% 1.1% 1.7% Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 10 5 0 60 40 20 0 -20 De-Risking with Diversification Key KPI 5% 22% 19% 33% 21% FY21 4% 23% 26% 27% 21% FY25 Top 20 Customers Average length of contracts 7.0 Years in FY25 Addition of new contracts & wallet share addition has enhanced the av

Outlook

Europe has consistently delivered growth every year. Setback in Q3 FY25 performance is a one-off event Industrial Automotive Consumer Rail and Utilities Others 34 COLOR PALETTE Text 33 37 41 Title bar/Bullets 204 222 238 ACCENTS 1 2 3 4 5 6 0 65 120 0 139 201 9 167 156 109 124 255 156 48 128 204 222 238 33 37 41 166 182 64 Hyperlink Followed Hyperlink TABLE Lines Highlights 99 183 255 131 217 255 114 248 239 197 203 255 226 161 209 235 242 248 158 168 177 221 228 177 33 37 41 204 222 238 IFM Performance Countries 9 Customers 1,092 Revenue ₹1,852 Crs FY25 Demonstrated Growth in Revenues* +7.2% 1,679 1,682 1,802 1,852 1,403 FY21 FY22 FY23 FY24 FY25 Diversified across industries New Order Wins Continue... 38.8% 20.3% 16.9% 9.7% 7.9% 6.4% FY21 42.0% 23.9% 10.1% 6.3% 12.4% FY25 5.4% Technology Logistics Services Telecom Industrial Financial Services Others ✓ New order wins for FY25 were strong, amounting to 36% of our FY21 revenues, reflecting continued growth momentum and successful custom