TINNARUBRBSETinna Rubber and Infrastructure LtdMediumNeutral
Announced Sat, 23 May · 11:49 IST

investor and earnings presentation on the financial and operational performance of the Company for the fourth quarter and financial year ended on March 31, 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

TINNARUBR · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+6.4%1-day move
₹748.75
prior close
₹820.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.9+4.3+3.0+2.4+6.4+5.6+5.9+7.5+10.1+18.6+19.3+22.9+51.2
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AI summary

Tinna Rubber posted strong FY26 results with consolidated revenue of INR 546 Cr (up 8% YoY) and EBITDA of INR 94 Cr (margin 17.1%, up ~206 bps YoY). PAT grew 9% to INR 53 Cr. The company achieved 23% 3-year revenue CAGR and improved its balance sheet — debt fell 10% to INR 121 Cr, with net debt-to-equity improving to 0.39x from 0.73x. Tyre crushing volumes rose 13% to 155,000 TPA, driven by 90% capacity utilization in India. The PCMB segment contributed 4% of revenue and is targeted at 8–10% in FY27. A INR 75.79 Cr contract from Indian Oil for crumb rubber modifier was secured. Capex of INR 107 Cr was completed in FY26, with ~INR 100 Cr planned for FY27–28. International operations in Oman are running at 85% capacity but face raw material cost pressure. Saudi Arabia expansion timelines have been pushed to mid-FY27 due to geopolitical conditions.

Likely market impact

Strong all-round execution with margin expansion and deleveraging signals operational efficiency. The company is well-positioned with multi-year targets of INR 1,000 Cr revenue and 18%+ EBITDA margins by FY29, though geopolitical risks on overseas expansion and raw material cost pressure in Oman bear watching.