Latest news with #GFS
Yahoo
12 hours ago
- Business
- Yahoo
TVS Supply Chain Solutions Ltd (BOM:543965) Q1 2026 Earnings Call Highlights: Strategic Gains ...
Release Date: August 11, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points TVS Supply Chain Solutions Ltd (BOM:543965) reported a year-on-year growth in revenue and profitability, driven by disciplined execution and strategic investments. The company achieved a significant turnaround in its integrated final mile business in the UK and Europe, highlighting the effectiveness of its restructuring efforts. Project One, a major transformation initiative, is expected to generate substantial annual cost savings, with benefits starting to reflect in the current fiscal year. The company realized significant value from its strategic investment in TVS Industrial and Logistics Park, recording a substantial share of profit this quarter. TVS Supply Chain Solutions Ltd (BOM:543965) secured new business wins worth INR124 crores, with a strong pipeline of INR5,300 crores, indicating solid future revenue visibility. Negative Points The GFS segment continues to face macroeconomic pressures, including uncertain tariff environments and softening trade rates, impacting overall profitability. The company recognized a one-time exceptional cost related to Project One, which affected the financial results for the quarter. Adjusted EBITDA margins declined year-on-year, primarily due to pricing pressures in the GFS segment. New business wins for the quarter were lower than usual, attributed to lower-than-anticipated volumes and delays in revenue start dates for key engagements. The overall India business of ISCS and GFS has been on a slowdown, reflecting broader economic challenges in the region. Q & A Highlights Warning! GuruFocus has detected 2 Warning Sign with BOM:543965. Q: As TVS Supply Chain Solutions expands its integrated network solutions, how are you planning to deploy AI across demand forecasting, warehouse automation, and route optimization? Do you see this driving margin improvement and helping build a scalable, tech-driven supply chain over the next 2-3 years? A: Ravi, Managing Director, explained that TVS has initiated pilot programs in AI and scaled deployment in select engagements in the UK, US, and India. They are using AI for demand forecasting and process efficiency improvements. The company is also exploring agent AI for process automation and has developed an internal tool called Sidekick to enhance efficiency. Ravi emphasized that AI initiatives are in various stages and will be updated in future quarters. Q: With the recent restructuring where ISCS now includes the IFM business, what are your revised short-term and long-term revenue and margin targets for each service? A: The CFO stated that the ISCS segment is currently at an 8.3% adjusted EBITDA margin, with expectations to reach around 10.5% in the medium term. Revenue growth is anticipated to be in the mid-single digits. Q: Despite absolute profitability holding up, adjusted EBITDA margins have declined. What are the key reasons behind this? A: The CFO attributed the decline primarily to the GFS segment, where a drop in freight rates impacted absolute profitability. The volatility in the GFS segment has affected overall EBITDA margins. Q: How should we view the contribution from TVS ILP for the current year, given its impact on PBT? A: The CFO explained that the significant gain in Q1 was due to TVS ILP transferring warehousing assets to an INVIT platform. Going forward, the contribution will normalize, and gains will depend on market conditions and asset transfers. Q: The exceptional item expense related to Project One, will this recur in FY26, or was it a one-off? A: The CFO clarified that the expense is a one-off related to Project One restructuring costs. Out of the INR 91 crore, INR 53 crore is a cash expense expected to be incurred in Q2 and Q3, with the remaining INR 38 crore related to non-cash brand impairment. Q: What is the impact of Project One on FY26, and what are the expected cost savings? A: The CFO stated that Project One is expected to generate INR 50-60 crore in savings in FY26, with annualized savings of INR 110-120 crore. The project is expected to be neutral for FY26, with significant savings realized in the following year. Q: What is the normalized margin for the GFS segment, now a standalone freight forwarding business? A: The CFO indicated that the normalized margin for the GFS segment is around 3-3.5%, while the ISCS segment is expected to reach 10-10.5%. Q: The new business wins dropped this quarter. What is the reason, and how is the deal pipeline? A: Ravi explained that new business wins were muted due to lower-than-anticipated volumes and delays in revenue start dates for some engagements. However, the pipeline remains strong at INR 5,300 crore, providing solid revenue visibility. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
North Wales Chronicle
a day ago
- Climate
- North Wales Chronicle
How long UK heatwave will last as areas set to boil in 36C
Despite having a fairly warm July, it has been a mixed start to August. Storm Floris brought heavy rain and ferocious winds last week, but temperatures have started to climb again. According to the radio this morning, Britain is suffering it's 4th heatwave of the summer 🤣🤣🤣 do they know just how bonkers they sound ? What they really mean is Britain is having a typical British summer, bit sun, bit cloud, bit rain & bit wind. The hot spell would mean the fourth heatwave of the summer so far. A combination of high pressure and a southerly airflow will see temperatures rise for much of England and Wales over the first half of the week, with temperatures reaching more than 30°C for some on Monday and likely peaking towards the mid-30s in London on Tuesday. And the Met Office says: "Met Office heatwave criteria, where a specific threshold must be exceeded for three consecutive days, are likely to be reached by Wednesday for much of southern and central England." GFS weather model maps show temperatures could rise to 31C in southern England at around 6pm today. Recommended reading: London is expected to hit 30C, with the Midlands rising as high as 29C and the north of England hitting 26C. Tuesday's temperature maps show the mercury peaking at 36C with the warmest area again being the southeast. Highs of 31C to 33C could come quite widely across southern and central England as well as Wales. Parts of Scotland could hit 26C, and Northern Ireland can expect 24C.
Rhyl Journal
2 days ago
- Climate
- Rhyl Journal
How long UK heatwave will last as areas set to boil in 36C
Despite having a fairly warm July, it has been a mixed start to August. Storm Floris brought heavy rain and ferocious winds last week, but temperatures have started to climb again. According to the radio this morning, Britain is suffering it's 4th heatwave of the summer 🤣🤣🤣 do they know just how bonkers they sound ? What they really mean is Britain is having a typical British summer, bit sun, bit cloud, bit rain & bit wind. The hot spell would mean the fourth heatwave of the summer so far. A combination of high pressure and a southerly airflow will see temperatures rise for much of England and Wales over the first half of the week, with temperatures reaching more than 30°C for some on Monday and likely peaking towards the mid-30s in London on Tuesday. And the Met Office says: "Met Office heatwave criteria, where a specific threshold must be exceeded for three consecutive days, are likely to be reached by Wednesday for much of southern and central England." GFS weather model maps show temperatures could rise to 31C in southern England at around 6pm today. Recommended reading: London is expected to hit 30C, with the Midlands rising as high as 29C and the north of England hitting 26C. Tuesday's temperature maps show the mercury peaking at 36C with the warmest area again being the southeast. Highs of 31C to 33C could come quite widely across southern and central England as well as Wales. Parts of Scotland could hit 26C, and Northern Ireland can expect 24C.
Leader Live
2 days ago
- Climate
- Leader Live
How long UK heatwave will last as areas set to boil in 36C
Despite having a fairly warm July, it has been a mixed start to August. Storm Floris brought heavy rain and ferocious winds last week, but temperatures have started to climb again. According to the radio this morning, Britain is suffering it's 4th heatwave of the summer 🤣🤣🤣 do they know just how bonkers they sound ? What they really mean is Britain is having a typical British summer, bit sun, bit cloud, bit rain & bit wind. The hot spell would mean the fourth heatwave of the summer so far. A combination of high pressure and a southerly airflow will see temperatures rise for much of England and Wales over the first half of the week, with temperatures reaching more than 30°C for some on Monday and likely peaking towards the mid-30s in London on Tuesday. And the Met Office says: "Met Office heatwave criteria, where a specific threshold must be exceeded for three consecutive days, are likely to be reached by Wednesday for much of southern and central England." GFS weather model maps show temperatures could rise to 31C in southern England at around 6pm today. Recommended reading: London is expected to hit 30C, with the Midlands rising as high as 29C and the north of England hitting 26C. Tuesday's temperature maps show the mercury peaking at 36C with the warmest area again being the southeast. Highs of 31C to 33C could come quite widely across southern and central England as well as Wales. Parts of Scotland could hit 26C, and Northern Ireland can expect 24C.
The Herald Scotland
2 days ago
- Climate
- The Herald Scotland
How long UK heatwave will last as areas set to boil in 36C
Storm Floris brought heavy rain and ferocious winds last week, but temperatures have started to climb again. According to the radio this morning, Britain is suffering it's 4th heatwave of the summer 🤣🤣🤣 do they know just how bonkers they sound ? What they really mean is Britain is having a typical British summer, bit sun, bit cloud, bit rain & bit wind. — 🔧🔩 Durham Steel 🔧🔩 (@PhilHannon) August 11, 2025 The hot spell would mean the fourth heatwave of the summer so far. A combination of high pressure and a southerly airflow will see temperatures rise for much of England and Wales over the first half of the week, with temperatures reaching more than 30°C for some on Monday and likely peaking towards the mid-30s in London on Tuesday. And the Met Office says: "Met Office heatwave criteria, where a specific threshold must be exceeded for three consecutive days, are likely to be reached by Wednesday for much of southern and central England." GFS weather model maps show temperatures could rise to 31C in southern England at around 6pm today. Recommended reading: London is expected to hit 30C, with the Midlands rising as high as 29C and the north of England hitting 26C. Tuesday's temperature maps show the mercury peaking at 36C with the warmest area again being the southeast. Highs of 31C to 33C could come quite widely across southern and central England as well as Wales. Parts of Scotland could hit 26C, and Northern Ireland can expect 24C.
