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Earnings Call Transcript

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.

Why this was an Alfa AlertEBITDA Margin beat own guidance: guided 18.0–18.0, achieved 21.0 (+16.7% above upper end, mgmt confirmed).
Guidance and delivery
EBITDA Margin: guided vs achieved 21.00% achieved Guided 18.00%, 16.7% above the top of the range; confirmed by management
Management target Revenue 25.0% FY29
Highlights
Revenue growth20% YoY consolidated revenue growth driven by industrial segment.
MarginsStructurally expanded to 21% via higher value-added product mix.
Order bookHealthy order pipeline for industrial products and rubberized bitumen.
Demand visibilityStrong visibility in industrial and rubberized bitumen segments.
Management confidenceExtremely high, citing systemic margin improvements rather than one-offs.

Growth

Revenue grew 20% YoY at the consolidated level, with EBITDA margins expanding significantly to over 21%.

Outlook

Targeting 1,000Cr revenue by FY29 with 25%+ CAGR and sustained 18%+ EBITDA margins.

Risks

West Asia conflict persists as a supply chain bottleneck for bitumen, impacting infrastructure segment volume growth.

Source

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

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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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