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Tvs Supply Chain Solutions Limited (tvsscs) Q4 FY26: India Business Leads Strong Growth

TVS Supply Chain Solutions Limited (TVSSCS) reports strong Q4 and FY26 growth led by India business momentum.

Manas shah, Analyst — IT & Software

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Tvs Supply Chain Solutions Limited Tvsscs Q4 FY26 Results

TVS Supply Chain Solutions Limited (NSE: TVSSCS) announced robust financial results for the fourth quarter and full year ended March 31, 2026, driven by significant growth in its India business. The company delivered double-digit growth in revenue, EBITDA, and profitability for the quarter and the full year.

Key Financial Highlights

The consolidated revenue from operations grew 21.3% year-on-year, while adjusted EBITDA increased by 37.5% year-on-year. Adjusted PBT before exceptional items surged 72.1% year-on-year. Notably, the India business revenue grew 31.4% year-on-year, contributing to the overall strong performance.

Segment Performance

The Integrated Supply Chain Solutions (ISCS) segment reported a revenue of ₹2,283.43 crore, with an adjusted EBITDA of ₹212.80 crore, reflecting a 29.18% year-on-year growth. The Global Forwarding Solutions (GFS) segment saw a revenue of ₹748.79 crore, with an adjusted EBITDA of ₹18.29 crore, marking a 111.15% year-on-year increase.

Looking Ahead

Ravi Viswanathan, Managing Director, TVS Supply Chain Solutions Ltd., emphasized the company’s focus on profitable growth, strengthening customer relationships, expanding capabilities, and driving long-term value creation for all stakeholders. The company remains optimistic about future growth prospects, supported by a strong order pipeline and new business wins.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of TVS Supply Chain Solutions Limited

TVS Supply Chain Solutions Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

TVSSCS
Industrials › Integrated Freight & Logistics
CONSOLIDATING DOWN
54
Fundamental
70
Technical
62
Overall

1W -1.95%
1M -1.03%
3M -11.11%
P/E: 86.2 Cap: Mid
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TVS moves sideways over three months, with neither buyers nor sellers taking control. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue grows at only 2.6% and profits at 0.0% CAGR. In effect, the business treads water. The stock holds at 54% of its 52-week range with RSI at 59. In other words, neither side has a clear edge right now. Revenue grows at 2.6% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of TVS Supply Chain Solutions Limited.

HILINFRA

Highway Infrastructure Limited Receives Rs. 24.46 Crore Toll Operations Contract from NHAI

Highway Infrastructure Limited (HILINFRA) secures a Rs. 24.46 crore toll operations contract from NHAI for Velanchettiyur Fee Plaza in Tamil Nadu.

Blogger Kapil Rohilla TradeAlone

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Highway Infrastructure Limited Hilinfra Rs. 24.46 Crore Contract

Highway Infrastructure Limited (HILINFRA), an integrated infrastructure platform with established capabilities across Tolling, EPC, and Real Estate, is pleased to announce that it has received the Work Order and entered into the Contract Agreement with the National Highways Authority of India (NHAI) for the operation and collection of user fees at the Velanchettiyur Fee Plaza in Tamil Nadu.

Contract Details

The Contract Agreement was signed on October 08, 2026, pursuant to the Letter of Acceptance (LOA) received earlier. The contract carries a value of Rs. 24.46 crore. The mandate covers the operation of the Velanchettiyur Fee Plaza located on the four-lane Karur-Dindigul section of NH-7, one of the key highway corridors in Tamil Nadu.

Scope of Work

The scope of work includes toll fee collection as well as upkeep and maintenance of adjacent toilet facilities, including replenishment of consumables. The project is scheduled to be executed over a period of 90 days. The contract further strengthens HIL’s footprint in Southern India and aligns with its strategy of expanding across high-traffic national highway corridors.

Speaking on the development, Mr. Arun Kumar Jain, Managing Director, Highway Infrastructure Limited said: “We are pleased to have received the Work Order and entered into the Contract Agreement with NHAI for the operation of the Velanchettiyur Fee Plaza in Tamil Nadu. This marks an important step following the Letter of Acceptance received earlier and further expands our tollway collection portfolio and strengthens our presence across key national highway corridors. Continued success in securing and operationalising tollway contracts is enhancing our medium-term revenue visibility and underscores our proven execution capabilities. With a healthy bidding pipeline and growing opportunities across the highway infrastructure sector, we remain well positioned to expand our order book, drive sustainable growth, and create long-term value for stakeholders.”

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Highway Infrastructure Limited

Highway Infrastructure Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

HILINFRA
Industrials › Infrastructure Operations
BREAKOUT
72
Fundamental
72
Technical
72
Overall

1W +5.84%
1M +9.13%
3M +4.49%
P/E: 12.9 Cap: Small
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Highway trades in the lower quarter of its 52-week range. The PEG of 0.32 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock sits at 18% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Both the business and the stock move in the right direction. Revenue grows at 10.1%, profits at 39.9%, and the PEG sits at 0.32 — below its growth rate. That combination is rare. Check Fundamentals of Highway Infrastructure Limited.

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BLUEDART

Blue Dart Express Limited (bluedart) Signs Mou to Explore Parcel Movement on Delhi-meerut Corridor

Blue Dart Express Limited (BLUEDART) signs MoU with NCRTC to explore express parcel movement on the Delhi-Meerut Namo Bharat Corridor.

jyoti sharma

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Blue Dart Express Limited Bluedart October 2026

Blue Dart Express Limited (BLUEDART) has signed a Memorandum of Understanding (MoU) with the National Capital Region Transport Corporation (NCRTC) to explore the movement of express parcels on the Delhi-Ghaziabad-Meerut Namo Bharat corridor. This collaboration aims to integrate Blue Dart’s pickup and delivery network with the transformational regional rail connectivity to serve businesses and customers across the National Capital Region.

Operational Collaboration

The partnership will assess operational requirements, parcel volumes, station facilities, service standards, and commercial arrangements to develop a feasible solution. The 82 km Namo Bharat corridor connects Delhi, Ghaziabad, and Meerut, providing seamless connectivity to various transport hubs.

Strategic Partnership

The collaboration aims to establish an optimal link between the semi-high-speed regional rail movement and Blue Dart’s existing pickup and delivery services. This partnership forms part of Blue Dart’s continued efforts to strengthen its integrated transportation network and explore solutions that respond to evolving customer needs.

On the partnership, Shri Shalabh Goel, Managing Director, NCRTC, stated, “Namo Bharat is a strategic intervention to transform regional connectivity across the National Capital Region and help reduce vehicular congestion and air pollution.” Balfour Manuel, Managing Director, Blue Dart Express Ltd., said, “This MoU gives us the opportunity to examine how Namo Bharat’s semi-high-speed regional connectivity could be integrated with Blue Dart’s pickup and delivery capabilities.”

This strategic move highlights Blue Dart’s commitment to developing more sustainable logistics solutions and enhancing service quality for its customers.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Blue Dart Express Limited

Blue Dart Express Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

BLUEDART
Industrials › Integrated Freight & Logistics
CONSOLIDATING DOWN
52
Fundamental
34
Technical
43
Overall

1W +1.34%
1M -8.63%
3M -7.35%
P/E: 37.7 Cap: Mid
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Blue trades in the lower quarter of its 52-week range. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. Sellers drive 1.5x the volume of buyers. Furthermore, they controlled 19 of recent sessions versus 11 for buyers — a clear distribution signal. Revenue grows at 5.9% CAGR — a respectable pace. However, the stock drops 4.7% in three months without an obvious fundamental trigger. Sector-wide pressure or a valuation re-rating can persist for longer than expected. Therefore, there is no rush to step in. Check Fundamentals of Blue Dart Express Limited.

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Industrials

Marson Limited Forms Joint Venture with Cleanhill Partners to Scale Power Transformer Manufacturing

Marson Limited (MARSONS) partners with Cleanhill Partners to form a joint venture aimed at scaling power transformer manufacturing in North America.

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Marson Limited Marsons Joint Venture Cleanhill Partners

Marson Limited (MARSONS), an India-based EHV power transformer manufacturer, and Cleanhill Partners, a New York-based private equity firm, announced their intent to form a joint venture to accelerate transformer distribution, service, and manufacturing operations across the United States and Canada. The joint venture aims to address the significant transformer supply gap in North America, where manufacturing capacity remains constrained, and lead times exceed 24 months. Marsons’ engineering and manufacturing capabilities and U.S. project experience will combine with Cleanhill’s market network, capital, and operational expertise to meet growing demand from grid modernization, renewable energy infrastructure expansion, and data center power requirements.

Strategic Partnership

The partnership reflects Cleanhill’s investment thesis that power infrastructure is essential to meeting North America’s growing energy needs. Marsons brings proven manufacturing capabilities, strong engineering credentials, and established execution in the U.S. market. Together, the companies aim to build a significant platform serving utilities, developers, data centers, and other critical infrastructure customers.

Future Vision

A longer-term vision includes full-scale transformer manufacturing in North America, positioning both companies to address sustained demand from grid modernization, renewable energy infrastructure expansion, and data center power requirements. Cleanhill’s portfolio demonstrates a deep conviction in the infrastructure stack underlying the energy transition and growing energy demand.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Marsons Limited

Marsons Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

MARSONS
Industrials › Electrical Equipment & Parts
CONSOLIDATING UP
78
Fundamental
64
Technical
72
Overall

1W +10.97%
1M -3.27%
3M +6.67%
P/E: 49.5 Cap: Small
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Marsons posts a 1.4% three-month gain, but softens in the last few weeks. The PEG of 0.31 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Revenue grows at 276.4% and profits at 142.1% CAGR. Both numbers are exceptional. The stock gives back 16.9% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 276.4% and profits at 142.1% CAGR — a genuinely strong business. Nevertheless, the stock drops 1.4% in three months. The market sells the stock, not the story. Watch whether that changes at the next earnings. Check Fundamentals of Marsons Limited.

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