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Earnings Call

Tinna Rubber and Infrastructure Earnings Call: Key Takeaways

Tinna Rubber delivers record FY26 processing volumes with strong 17% EBITDA margins, pivoting towards higher-value polymer compounding and global expansion.

Highlights
Revenue growthFY26 3-year revenue CAGR at 23%; Q4 revenue grew 22% YoY.
MarginsEBITDA margins expanded to 17.1% due to product mix optimization.
Demand visibilityStrong domestic road construction demand; temporary bitumen shortage noted in Q1-Q2.
Management confidenceConfident, focusing on 'Vision 2029' and high-margin specialized rubber segments.

Growth

FY26 revenue CAGR of 23% and PAT CAGR of 34% driven by record 155,000-ton tire processing volumes.

Outlook

Vision 2029 targets ₹1000cr revenue and 18%+ margins; ₹100cr capex planned over FY27-28.

Risks

Geopolitical tensions in the Middle East delayed Saudi capex; rising raw material and freight costs impact Oman operations.

Source

Earnings Call filed with NSE, 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
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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