Synopsis: TVS Supply Chain Solutions rises 7% after signing an MoU with Italy’s ALA Group to collaborate in India’s $28B aerospace and defence market, combining TVS SCS’s India-UK expertise with ALA’s global aerospace knowledge to strengthen complex supply chain capabilities.
The shares of the Small-Cap company, specializing in providing comprehensive, technology-enabled, end-to-end supply chain management and logistics services for global organizations, government entities, and large/medium businesses, are in focus after signing MoU with Italy-based ALA Group to enter India’s $28bn Aerospace and Defence supply chain market
With a market capitalization of Rs. 5,713.28 Crores on the Day’s Trade, the shares of TVS Supply Chain Solutions Ltd rose by 6.79 percent, reaching a high of Rs. 134.00 compared to its previous close of Rs. 125.47.
What Happened
TVS Supply Chain Solutions (TVS SCS), a leading Indian logistics company, has signed a Memorandum of Understanding (MoU) with ALA Group, an Italy-based aerospace and defence supply chain integrator. The partnership aims to collaborate on India’s growing aerospace and defence market, which is valued at around $28 billion and driven by demand for complex and regulated supply chain services.
Under the MoU, the two companies will work together on opportunities in aerospace and defence supply chains, with a special focus on defence offset programmes. The initial focus will be on India, while future expansion to other countries may also be explored.
As part of the collaboration, TVS SCS and ALA Group will jointly offer integrated supply chain services across both production and aftermarket lifecycles for aerospace and defence programmes. TVS SCS will bring its extensive experience in defence and utilities supply chains from its UK operations, along with its strong presence in India, covering procurement, regulatory compliance, government engagement, warehousing, logistics, digital platforms, and local execution capabilities.
TVS SCS will also leverage its relationships with aerospace and power systems customers across the Asia-Pacific region to support opportunities in India, especially in aftermarket and in-service supply chains. Currently, TVS SCS’ aerospace, defence, and utilities operations generate around $140 million in annual revenue, mainly from defence and utility programmes in the UK.
ALA Group, with revenues of $345 million in 2024, will contribute its global aerospace and defence expertise, technology platforms, and relationships with international OEMs and operators across Europe, the US, and the UK. Together, the partnership aims to create a scalable, compliant, and differentiated value proposition for aerospace and defence stakeholders in India, with significant potential for growth.
Management Commentry
R. Dinesh, Executive Chairman of TVS Supply Chain Solutions, said the collaboration with ALA Group strengthens the company’s global capabilities in complex, regulated sectors. By combining TVS SCS’ scale, digital platforms, and Indian presence with ALA’s aerospace and defence expertise, the partnership enhances their role in the global aerospace and defence supply chain, extending support from aftermarket and in-service operations to production programmes.
Vittorio Genna, CEO and Co-Founder of ALA Group, said the collaboration with TVS Supply Chain Solutions aligns with ALA’s focus on technical depth, operational excellence, and long-term partnerships, creating a strong platform for sustainable growth. The partnership will support end-to-end aerospace and defence supply chains, including production, spare parts, inventory optimisation, defence-grade logistics, and aftermarket/MRO services, helping OEMs, MROs, operators, and government stakeholders with digitally enabled, resilient supply chain solutions.
Financials & Others
The company’s revenue rose by 11.09 percent from Rs. 2,445 crores in December 2024 to Rs. 2,716 crores in December 2025. Meanwhile, Net loss from Rs. 24 crores turned to a profit of Rs. 11 crores in the same period.
TVS Supply Chain Solutions Ltd (TVS SCS), established in 2004, is a prominent Indian multinational provider of integrated, technology-driven logistics services. It specialises in end-to-end supply chain solutions, from sourcing to final mile delivery, across automotive, defence, and consumer sectors in India.
TVS Supply Chain Solutions Limited (‘TVS SCS’ or ‘Company’), part of the TVS Mobility Group, is an India-based multinational company that pioneered the development of the supply chain solutions market in India. For the last two decades, TVS SCS has managed large and complex supply chains across multiple industries in India and in key global markets through customised tech-enabled solutions.
The Company’s customers span across numerous industries such as automotive, industrial, consumer, tech and tech infra, rail and utilities, and healthcare. The company operates in 25 countries with over 17,000 employees and works with 91 Fortune Global 500 customers.
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