No indications of US market slowing due to tariff

TVS Supply Chain Solutions (TVS SCS), one of the largest integrated supply chain solution providers in India, is in a wait-and-watch mode after the US tariff announcement, as the North American market contributes a considerable share of its revenue. Managing Director RAVI VISWANATHAN talks about the geopolitical crisis in West Asia, the company's US market strategy, and alternative supply chains, in a video interaction with Shine Jacob. Edited excerpts:

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Your revenue is almost touching ₹10,000 crore. What's your outlook regarding revenue growth?

What is most exciting is the quality of customers we are adding. The tally of our Fortune 500 customers increased from 78 to 91 last year. In the Integrated Supply Chain Solutions (ISCS) segment, our revenue grew 4.9 per cent in Q4 of last financial year (FY25) compared to Q4 of FY24, while in network solutions it was up 3 per cent. We are positioned well going into FY26 and are focused on growth. We had a very good FY25 and closed it with a revenue of ₹9,996 crore, a year-on-year (Y-o-Y) growth of 8.6 per cent. We expect revenue to cross the ₹15,000-crore mark in this and next financial years. This financial year, we will be closer to the mid-teens (in growth). I think the important thing is changing the profitability. This year, we are looking to change the profitability profile of the company.