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Jun 04, 2026 04:32 PM • Zerodha Pulse

TVS SCS forms JV with Italy’s ALA Group, eyes ₹2,000 crore in revenue by 2031

▲ Bullish +5.99%

The joint venture opens a high-margin, sticky growth avenue for the company in aerospace and defence logistics, which yields profit margins nearly double those of traditional logistics. Given that the venture is expected to turn profitable within 12 months and targets substantial cumulative revenues, this acts as a material structural re-rating catalyst. Over a medium-to-long term positional horizon, this should sustainably support higher valuation multiples and positive price momentum.

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