TOLINSNSETolins Tyres LimitedMediumNeutral
Announced Thu, 28 May · 21:13 IST

Tolins Tyres Limited has informed the Exchange regarding ''. investor presentation for the quarter and year ended March 31, 2026

Mgmt Guided Margin PressureInvestor Communications View source PDF

TOLINS · price

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Price reaction · full curve 14 horizons · vs prior close
-16.1%1-day move
₹121.61
prior close
₹116.33
base price
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AI summary

Tolins Tyres reported FY26 consolidated revenue of ₹327.12 crore, up 11.86% from ₹292.45 crore in FY25. However, profitability declined significantly with PAT falling 7.72% to ₹35.69 crore and PAT margin shrinking 231 basis points to 10.91%. EBITDA margin also contracted sharply by 519 basis points to 14.61%. Q4 FY26 showed revenue of ₹77.99 crore (up 12.2% YoY) but PAT declined 3.67% to ₹8.94 crore. Management attributed margin pressure to raw material price volatility, higher inventory holding costs, and elongated receivable cycles amid geopolitical uncertainty. The company maintains a strong balance sheet with a very low debt-equity ratio of 0.03x and reduced interest costs from ₹6.24 crore to ₹1.78 crore. Capacity utilization across tyre and PCTR segments remained in the 44-57% range for FY26.

Likely market impact

The stock may face near-term pressure due to significant margin contraction despite revenue growth. The 519 bps EBITDA margin decline signals cost pressures that investors will monitor closely. However, the strong balance sheet and low leverage provide financial flexibility for future growth.