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Investor Presentation

Tinna Rubber and Infrastructure Investor Presentation: Key Takeaways

Tinna Rubber achieved record Q1FY27 consolidated profitability with EBITDA >Rs. 30Cr and PAT >Rs. 20Cr. Strategy focuses on global ELT recycling expansion and value-added product mix.

Guidance and delivery
Management target Revenue 25.0% Vision 2029
Highlights
MarginsConsolidated EBITDA margins reached 21.7% in Q1FY27.
Order bookSecured 15,000 MT rubberized bitumen processing order.
Demand visibilityStrong demand for rubberized bitumen due to cost-effectiveness.

Growth

Consolidated revenue up 20% YoY to Rs. 156Cr; Standalone EBITDA and PAT margins expanded by ~638 bps and ~471 bps respectively.

Outlook

Vision 2029 targets Rs. 1,000Cr revenue with 18%+ EBITDA margin. Planned Rs. 100Cr capex over FY27-FY28.

Risks

Geopolitical uncertainties in West Asia causing supply chain disruptions and elevated raw material/freight costs.

Last quarter's promises, checked

Delivered

  • EBITDA margin guidance over 18% → delivered 21.7% (= BEAT)
  • Revenue growth target 20-25% → delivered 20% (= BEAT)
  • Stabilize TPO production by Q1FY27 → delivered trial runs commenced (= BEAT)

Partly delivered

  • EPR revenue stability at ~Rs.30Cr → delivered monetization only for past inventory (= PARTIAL)
Source

Investor Presentation 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.

More from Tinna Rubber and Infrastructure Ltd

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18:02 IST NSE
Management Change

Tinna Rubber and Infrastructure Management Change

Tinna Rubber and Infrastructure Limited has announced the re-appointment of Subodh Kumar Sharma as Executive Director and Sanjay Kumar Jain as Independent Director.

18:00 IST NSE
Annual General Meeting

Tinna Rubber and Infrastructure Annual General Meeting

Tinna Rubber and Infrastructure Limited successfully concluded its 39th Annual General Meeting on September 15, 2026. Shareholders considered and approved items including financials, dividend, and director appointments.

18:25 IST BSE
Annual Report

Tinna Rubber and Infrastructure Annual Report

Tinna Rubber and Infrastructure has issued a corrigendum to its Annual Report 2025-26 regarding clerical errors. These corrections do not impact the company's financial results.

15:11 IST NSE
Capital Structure Change

Tinna Rubber and Infrastructure Capital Structure Change

Tinna Rubber and Infrastructure Limited infused a 4th investment tranche of SAR 1,02,000 into its Saudi Arabian subsidiary. This capital infusion amounts to approximately ₹0.26 Crore.

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