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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
TVS Supply Chain Solutions Limited is a fully integrated global supply chain provider. The Company’s segments include Integrated Supply Chain Solutions (ISCS) and Network Solutions (NS). Its capabilities under the ISCS segment include sourcing and procurement, integrated…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A middling, fast-growing business, trading cheap versus its own history.
TVS Supply Chain Solutions is scored on the general / industrial framework. It keeps a thin 1.1% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 6.38× reported profit. It throws off free cash worth 8.8% of its market value — a strong free-cash yield.
Over the last 3 years revenue compounded at 3%/yr and profit at 41%/yr. Book value itself has compounded 40%/yr — the hallmark of a genuine compounder. Return on equity is a modest 9.2%. In the latest quarter profit grew 22% versus the prior quarter.
At 45× earnings, the stock sits at the 14th percentile of its own 1.2-year range — the cheap end of where it has historically traded. Today's price already implies ~27%/yr earnings growth sustained for a decade — a demanding bar. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 75.61 | 18.08 | worse |
| P/B | 2.55 | — | — |
| EV/EBITDA | 8.44 | 5.94 | worse |
| ROE | 9.23 | 7.76 | better |
| ROCE | 8.96 | 12.25 | worse |
| ROA | 0.95 | 1.74 | worse |
| Quick Ratio | 0.88 | 2.24 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Meesho | -117.3 | 25.7 | -21.9% |
| Container Corp Of India | 27.4 | 2.5 | 9.1% |
| Delhivery | 172.8 | 3.3 | 2.1% |
3% CAGR — growing but slowly.
2 of the 4 years shown had a loss — profitability is inconsistent. The latest year saw a +1314% swing — check if it's a one-off or structural.
Operating margins have been stable around 2% — no major structural shift.
ROE at 6% — modest; the capital isn't working hard.
Profit grew faster than EPS (180% vs 149%) — share dilution is eroding per-share value. 149% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Cash conversion at 6.4× PAT — earnings are well-backed by cash; strong accrual quality. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue rose 10% sequentially — momentum is building. Run-rate stepping up — recent quarters average 18% above earlier ones.
Profit jumped 22% QoQ — check if this is operating leverage or a one-off item.
How today's P/E compares to the stock's own historical range. Dashed line = the 1.2y median.
Promoters at 43.0% — dispersed ownership; institutional flows drive the stock.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.