Tinna Rubber and Infrastructure Limited has informed the Exchange about Investor Presentation
TINNARUBR · price
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Tinna Rubber shared its Q1FY26 investor presentation reporting consolidated revenue of ~INR 1,303 Mn, flat QoQ but down 4% YoY mainly due to lower EPR contribution (INR 41 Mn vs INR 105 Mn in Q1FY25). EBITDA rose 19% QoQ to INR 208 Mn with margin expanding 237 bps to 16.0%, supported by lower raw material costs and better sales realizations. The company raised INR 787 Mn via a QIP in Q1FY26 from marquee investors, with INR 230 Mn earmarked for debt reduction (annual interest savings of ~INR 14.5 Mn). It outlined its Vision 2028 targets — revenue of INR 10,000 Mn, EBITDA margin of 18%+, and ROCE of 30%+ — backed by international expansion in Saudi Arabia (24,000 MT tyre recycling plant targeted for Q4FY26) and a new South Africa JV.
Margin expansion and QIP-led deleveraging are positives for shareholders, but near-term revenue growth remains soft due to infrastructure headwinds (MoRTH fund delays, bitumen shortage) and weak consumer/steel demand. The long-term Vision 2028 targets and global expansion plans could support investor sentiment, though execution in new geographies will be key to watch.