NSE:TVSSCS management interview: TVS Supply Chain Enters India’s Booming Aerospace & Defence Market | Business News | ET Now
ET Now, 2026-06-05. Video: https://www.youtube.com/watch?v=7K7yJ_saSjs
- Joint venture structure: TVS Supply Chain Solutions and ALA Group have formed a 51:49 joint venture targeting over ₹2,000 crore in revenue by 2031 in India's aerospace and defense logistics market.
- Investment and profitability: Starting with an initial asset-light outlay of approximately ₹10 crore, the venture expects to achieve profitability within 12 months and eventually deliver double-digit PBT margins.
- Strategic positioning: Rather than competing with large domestic manufacturers such as Adani, L&T, and Mahindra, the venture will act as their logistics service provider handling component tracking, IT systems, and just-in-time assembly delivery.
- Operational roadmap: The business plans to serve both civil and defense sectors across manufacturing support, aftermarket spare parts, and global component supply chains, with operations launching within three to four months.