Tinna Rubber & Infrastructure Ltd
Tinna Rubber & Infrastructure Ltd Q1 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY '26 revenue guidance is INR 600 crores plus, targeting 25% year-on-year growth. Tinna Rubber targets a revenue of INR 600 crores+ for FY '26, signaling a 25% YoY growth trajectory.
From Tinna Rubber & Infrastructure Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY '26 revenue guidance is INR 600 crores plus, targeting 25% year-on-year growth.
- Expansion in capacity utilization at Varale plant expected to drive INR 80-90 crores top line in FY '26.
- Polymer composites business aims for steady volume growth, with current sales at 100 tons per month.
- Regenerated carbon black (RCB) and pyrolysis plant to start contributions by end of Q4 FY '26, expected top line around INR 70 crores at full capacity.
- PCMB (Polymer Composites Masterbatch) business expected to contribute INR 30-35 crores in FY '26.
- International expansion including Oman, Saudi Arabia, and South Africa projects to support revenue growth.
- Long-term vision targets INR 1,000 crores revenue by FY '28 with 25% CAGR.
- Growth driven by strategic capacity expansion, capital investment, global sourcing, and business integration.
Profitability & Margins
See what Tinna Rubber & Infrastructure Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is investing approximately INR100 crores of capex over 2 years.
- INR23 crores from the QIP has been allocated for setting up a 100 TPD capacity plant for Recovered Carbon Black (RCB) and pyrolysis, expected to start by mid to end of Q4 FY '26.
- The regenerated carbon black plant is being established at the existing Varale facility.
- Capital expenditure of around INR13 crores was incurred in Q1 FY '26.
- Expansion of renewable energy capacity from 1.26 MW to 4.52 MW, enabling 50% of power needs from renewable sources.
- Investment in international operations including a new facility in Saudi Arabia, expected to commission from Q4 of 2026.
- Successful capital infusion into joint venture Mbodla Investments in South Africa, facilitating tire feedstock export.
- Focus on strategic capacity expansion, global sourcing, and business integration aligned with Vision 2028.
Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Tinna Rubber & Infrastructure Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The polymer composites business is largely order book driven, requiring product approvals from large OEMs and organized players.
- Once approvals are achieved, a high visibility of sales typically follows.
- Currently, much of the PCMB (polymer crumb rubber modifier) business caters to the resale/spontaneous market while awaiting OEM approvals.
- The PCMB business is expected to transition from spontaneous sales to more order book-driven sales as approvals progress.
- The infrastructure segment's business pipeline remains strong, with expectations of a rebound post-monsoon.
- For the regenerated carbon black and pyrolysis plant, initial sales are expected by Q4 FY '26, but ramp-up and orders are still at early stages.
- No specific numerical order book or pending order value was provided, but visibility increases as OEM approvals and client onboarding progress.
Tinna Rubber & Infrastructure Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹157 Cr, net profit ₹17 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Tinna Rubber & Infrastructure Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Tinna Rubber & Infrastructure Ltd Q1 FY26 results?
FY '26 revenue guidance is INR 600 crores plus, targeting 25% year-on-year growth. Tinna Rubber targets a revenue of INR 600 crores+ for FY '26, signaling a 25% YoY growth trajectory.
What is Tinna Rubber & Infrastructure Ltd share price analysis?
Tinna Rubber & Infrastructure Ltd currently shows a neutral. The stock trades at a P/E of 31.8 with a market cap of ₹1,963 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tinna Rubber & Infrastructure Ltd planning capital expenditure?
The company is investing approximately INR100 crores of capex over 2 years.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.