Investor presentation for the quarter and year ended March 31, 2026
TOLINS · price
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Tolins Tyres reported FY26 consolidated revenue of ₹327.12 crore, up 11.86% YoY, but profitability declined significantly. PAT fell 7.72% to ₹35.69 crore with EBITDA down 17.46% to ₹47.80 crore. Q4 FY26 showed revenue of ₹77.99 crore with PAT of ₹8.94 crore. Both EBITDA margin (519 bps decline to 14.61%) and PAT margin (231 bps decline to 10.91%) contracted materially. Management cited raw material price volatility, higher inventory holding costs, and elongated receivable cycles as headwinds. The company maintained a conservative debt-equity ratio of 0.03x. Management's forward strategy includes capacity utilization improvement to 75%, domestic and international market expansion, new product development, and selective acquisitions. Revenue mix shows balanced domestic (51.5%) and export (48.5%) contribution for FY26.
Margin contraction despite revenue growth signals cost pressures. The low leverage provides balance sheet flexibility for growth investments, but near-term profitability remains under pressure from input costs and working capital needs.