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 May 25, 2026 National Stock Exchange of

25.1%

& Tracking Secondary Transportation Courier & Consignment Management FY26 Revenue (INR Cr) 25.1% 11,003.0 74.9% ISCS GFS l l a c i g o o n h c e T s e i t i l i b a p a C Warehouse Autom

74.9%

ondary Transportation Courier & Consignment Management FY26 Revenue (INR Cr) 25.1% 11,003.0 74.9% ISCS GFS l l a c i g o o n h c e T s e i t i l i b a p a C Warehouse Automation & Robotics

rs 3

Vision Technology IoT Process Automation 16,500+ FY 26 Employees 100 FY 26 Fortune 500 Customers 3 …With Over 25.1 Mn Sq. Ft. of Warehouse Under Management Operating Across Four Continents and 26 Co

1%

.2 25.1 Mn Sq.ft 19.6 India North America Europe Asia Pacific FY26 End Customer Industries 1% Healthcare Others 5% Rail and Utilities 8% Consumer 14% Industrial 32% 11,003.0 Total ware

rs 5

19.6 India North America Europe Asia Pacific FY26 End Customer Industries 1% Healthcare Others 5% Rail and Utilities 8% Consumer 14% Industrial 32% 11,003.0 Total warehouse space: 2.0 Mn Sq

8%

Europe Asia Pacific FY26 End Customer Industries 1% Healthcare Others 5% Rail and Utilities 8% Consumer 14% Industrial 32% 11,003.0 Total warehouse space: 2.0 Mn Sq. Ft No. of permanent emp

14%

Pacific FY26 End Customer Industries 1% Healthcare Others 5% Rail and Utilities 8% Consumer 14% Industrial 32% 11,003.0 Total warehouse space: 2.0 Mn Sq. Ft No. of permanent employees: 641 To

32%

d Customer Industries 1% Healthcare Others 5% Rail and Utilities 8% Consumer 14% Industrial 32% 11,003.0 Total warehouse space: 2.0 Mn Sq. Ft No. of permanent employees: 641 Total warehouse sp

12%

ees: 641 Total warehouse space: 1.3 Mn Sq. Ft No. of permanent employees: 748 Tech and Tech Infra 12% Automotive 25% Note: Warehouse space and employee count data as of 31 Mar 2026 4 Leadership Tea

25%

warehouse space: 1.3 Mn Sq. Ft No. of permanent employees: 748 Tech and Tech Infra 12% Automotive 25% Note: Warehouse space and employee count data as of 31 Mar 2026 4 Leadership Team Message – From

31%

completion of various initiatives including Project One In Q4, India achieved strong YoY growth of 31% On a Consolidated basis, in Q4 FY26, revenue grew by 21.3% YoY on the back of healthy new business

“Crore e u n e v e R +21.3% Rev 2,499 2,592 2,663 2,716 3,032 Q4 FY 25 Q1 FY26 Q2 FY 26 Q3 FY 26 Q4 FY 26 Margin % 6.5% 6.7% & A D T I B E .”

“j d A n i g r a M 18 Q4 FY 25 173 Q1 FY26 0.7% 196 177 19 6.7% +37.5% 178 Q2 FY 26 0.9% +72.2% 7.3% 7.3% 199 Q3 FY 26 0.9% 222 Q4 FY 26 1.0%”

“PBT is reported PBT adjusted for exceptional items & redundancy costs 24 25 31 Q1 FY26 Q2 FY 26 Q3 FY 26 Q4 FY 26 10 ISCS Drives Margin Expansion; GFS Delivers Double-Digit Growth ISCS GFS +17.5% 1,943 1,980 2,283 +15.4% +9.6% 7,515 8,239 +34.8% 736 749 +1.7% +11.4% 2,481 2,764 555 INR.”

“Container) 5800 4775 2929 1791 1404 2368 1761 2279 10000 8200 8000 6000 4000 2000 0 Mar-22Sep-22Mar-23Sep-23Mar-24Sep-24Mar-25Sep-25Mar-26 Outlook ✓ The GFS segment grew significantly in ocean & Air volume ✓ Our cost initiatives and new customer wins reflect our business resilience ✓ As growth is expected to gain momentum through FY27, we continue to keep a watch on the geo-political environment.”

“represents share of capital gain on transfer of assets by TVSILP to Invit FY26 Exceptional items represent INR 91 Cr.”

“for Europe restructuring costs in Q1 FY26 and INR 9.1 Cr & INR.5.2 Cr for impact of New labour code in India in Q3 & Q4 FY26 Adj PBT represents PBT before exceptional items and redundancy cost 2.”

Note

4

Note

1

For further information please contact

1

Corporate office Address

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 26 675 FY 25 7.0% 773 FY 26 8 Q4 Delivers Higher PBT and Strengthening Margin Profile INR. Crore +72.2% +23.0% 25 31 18 Q4 FY 25 Q3 FY 26 Q4 FY 26 Margin % 0.7% 0.9% 1.0%

Note

• Adj. PBT is reported PBT adjusted for exceptional items, redundancy costs • Full year Adj PBT growth % and margin % is computed excluding Invit gain 177 99 FY 26 Invit gain Adjusted PBT 0.9% 37 FY 25 0.4% +166.4% 9 Accelerating Trajectory Across All Key Financial Metrics INR. Crore e u n e v e R +21.3% Rev 2,499 2,592 2,663 2,716 3,032 Q4 FY 25 Q1 FY26 Q2 FY 26 Q3 FY 26 Q4 FY 26 Margin % 6.5% 6.7% & A D T I B E . j d A n i g r a M 161 Q4 FY 25 Margin % 0.7% T B P & T B P . j d A n i g r a M 18 Q4 FY 25 173 Q1 FY26 0.7% 196 177 19 6.7% +37.5% 178 Q2 FY 26 0.9% +72.2% 7.3% 7.3% 199 Q3 FY 26 0.9% 222 Q4 FY 26 1.0%

Note

• • EBITDA Adjusted for ESOPs & forex gain/loss, one time redundancy costs from Q4 FY 25 to Q4 FY 26 Adj. PBT is reported PBT adjusted for exceptional items & redundancy costs 24 25 31 Q1 FY26 Q2 FY 26 Q3 FY 26 Q4 FY 26 10 ISCS Drives Margin Expansion; GFS Delivers Double-Digit Growth ISCS GFS +17.5% 1,943 1,980 2,283 +15.4% +9.6% 7,515 8,239 +34.8% 736 749 +1.7% +11.4% 2,481 2,764 555 INR. Crore e u n e v e R Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 Margin % 8.5% 9.2% 9.3% 8.4% 8.9% 1.6% 2.3% 2.4% 2.8% 2.3% n i g r a M & A D T I B E j d A +29.2% 183 165 213 +16.3% +16.0% 734 633 +111.0% 17 +5.8% 18 9 -9.1% 30% 69 20 49 7.0% 70% 63 36 27 57% 43% H2 H1 Q4 FY 25 Q3 FY 26 Q4 FY 26

Note

• EBITDA Adjusted for ESOPS, redundancy costs FY 25 FY 26 Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 11 Q4 and FY 26 Revenue Contribution INR. Crore Revenue Contribution by Segment Revenue Contribution by Geography 2,499 2,716 3,032 9,996 11,003 2,499 2,716 3,032 9,996 11,003 78% 73% 75% 75% 75% 74% 72% 71% 73% 72% 22% 27% 25% 25% 25% 26% 28% 29% 27% 28% Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 ISCS GFS RoW India 12 Revenue Growth Momentum across Geographies INR. Crore ISCS +17.3% 530 537 621 +15.7% GFS +87.8% 219 132 248 +13.1% 662 Total +31.4% 757 870 +14.9% Q4 FY 25 Q3 FY 26 Q4 FY 26 Q4 FY 25 Q3 FY 26 Q4 FY 26 Q4 FY 25 Q3 FY 26 Q4 FY 26 +17.6% 1,662 +15.2% 1,414 1,442 423 +18.3% 517 -3.1% 501 +17.7% 1,959 1,837 2,162 +10.4% 7.0% Q4 FY 25 Q3 FY 26 Q4 FY 26 Q4 FY 25 Q3 FY 26 Q4 FY 26 Q4 FY 25 Q3 FY 26 Q4 FY 26 13 a i d n I W o R Revenue Growth Momentum across Geographies INR. Crore a i d n I W o R ISCS +4.8% 2,091 1,058 2,192 1,159 1,033 1,034 GFS +38.

Note

1. Invit gain of INR 177.2 Cr. represents share of capital gain on transfer of assets by TVSILP to Invit FY26 Exceptional items represent INR 91 Cr. for Europe restructuring costs in Q1 FY26 and INR 9.1 Cr & INR.5.2 Cr for impact of New labour code in India in Q3 & Q4 FY26 Adj PBT represents PBT before exceptional items and redundancy cost 2. 3. 25 Balance Sheet as March 31, 2026 Assets FY 25 FY 26 Equity and Liabilities Property, plant & equipment (incl. CWIP) 421.6 613.7 Right Of use assets Intangible assets (inc. goodwill) Investments Inventories Cash equivalents Other bank balances Trade receivables Unbilled revenue Other assets Total assets 1,000.7 1,418.6 817.1 835.6 98.2 280.3 Total equity Lease liabilities Borrowings 381.0 533.3 Trade payables 544.9 612.8 Provisions 67.2 111.2 1,440.4 1,644.5 469.5 551.7 517.2 598.3 Deferred tax liabilities (net) Current tax liabilities (net) Other liabilities 5,757.8 7,199.9 Total equity and liabilities FY 25 FY 26 1,835.5 2,062.3 1,228.7 1,64

For further information please contact

Mr. Karthik Venkatraman Ms. Anvita Raghuram / Ms. Neha Dingria Head Investor Relations +91 226 169 5988 investor.relations@tvsscs.com tvsscs@churchgatepartneINRcom