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Earnings Call

Tinna Rubber and Infrastructure Earnings Call: Key Takeaways

Tinna Rubber reported robust FY26 performance with 8% consolidated revenue growth and significant margin expansion (EBITDA +206 bps). Strategy focuses on high-value products like MRP/RR and global expansion in Oman, South Africa, and Saudi Arabia.

Why this was an Alfa AlertNot a filter event. Results are strong but do not represent a 10%+ beat over explicitly stated prior guidance ranges.
Highlights
Revenue growth8% YoY consolidated; 6% YoY standalone for FY26.
MarginsEBITDA margins expanded to 17.1% (Consol) and 17.2% (Standalone) in FY26.
Order bookHealthy order pipeline for exports despite global economic headwinds.
Demand visibilityStrong for recycled rubber driven by global ESG commitments from tyre manufacturers.
Management confidenceHigh, citing 'further validation of robust performance' and Vision 2029 targets.

Growth

FY26 Consolidated Revenue reached ₹546 Cr (+8% YoY); EBITDA at ₹94 Cr (+24% YoY); PAT at ₹53 Cr (+10% YoY).

Outlook

Vision 2029 targets ₹1,000 Cr revenue and 18%+ EBITDA margin. Planned ₹100 Cr capex over FY27-28.

Risks

Geopolitical tensions in West Asia affecting Oman exports; raw material price volatility; initial startup costs for international subsidiaries.

Source

Earnings Call filed with BSE, NSE: TINNARUBR. Summary written with AI assistance from the document.

Read the document ↗

Tinna Rubber and Infrastructure Ltd: key numbers

Share price
₹978.10
Market cap
₹1,762 Cr
Revenue (annual)
₹545.8 Cr
Net profit (annual)
₹52.85 Cr
P/E (TTM)
28.6×Sector 37.5×
Promoter holding
67.22%-0.36% QoQ
FII holding
0.49%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
₹0.26 Cr
22:13 IST BSE
Earnings Call

Tinna Rubber and Infrastructure Earnings Call Transcript: Key Takeaways

Tinna Rubber reports record quarterly profitability in Q1FY27, significantly over-delivering on EBITDA margins through operational efficiencies and a higher mix of value-added products like MRP and reclaimed rubber.

Call
Guides 25% growth