Arthneeti

Tolins Tyres Q1 FY27 Share Price & Earnings Call Analysis

₹83.28+0.75% today
Market cap
₹329 Cr
P/E
10.12
ROE
10.31%
Price to sales
1.04
Debt to equity
0.03
52W high / low
₹192 / ₹79.7
EBITDA margin
13.66%
Net profit margin
10.80%
Promoter holding
68.53%
Sales (last year)
₹317 Cr

Guidance scorecard · Q1 FY27 call

What Tolins Tyres's management guided
and where it ranks in Auto Components

Revenue0–10%MarginsFlatCapexWhat management saidFundraisingWhat management saidOrder bookWhat management said

RevenueQ4 FY26 call

0–10%
  • FY27 guidance expects at least maintaining FY25-'26 performance levels, with a review planned post Q2 as geopolitical issues settle.
  • Indian operations utilization (tyres: 45%, retread: 55%) expected to scale up, driving sales growth domestically.
  • UAE plant utilization currently below 50% due to market and credit controls but expected to increase to 40%-50% post-war normalcy.
  • Significant volume growth already seen in tyre production: 36% increase from FY25 to FY26.
  • Expansion in precured tread rubber sales planned, targeting US and European markets to widen export base.
  • Focus on cost reduction and operational efficiencies, including automation and AI tools, expected to support margin and sales growth.

2 more points from Tolins Tyres's call on revenue

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Full Q4 FY26 analysis

MarginsQ4 FY26 call

Flat

See what Tolins Tyres said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

  • No significant capex planned for the current financial year due to market unpredictability amid geopolitical issues.
  • Focus is on automation and implementing AI tools on the production floor to improve operational efficiency and reduce costs.
  • Exploring inorganic growth opportunities, specifically scouting for acquisitions in the rubber processing/manufacturing sector (e.g., Terra Rubber).
  • Terra Rubber integration aims to utilize scrap and waste material from Tolins Tyres to reduce raw material costs and enhance profitability.

2 more points from Tolins Tyres's call on capex

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Full Q4 FY26 analysis

FundraisingQ4 FY26 call

See what Tolins Tyres said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

  • FY27 top-line guidance expected to maintain FY25-26 levels; clearer guidance after Q2 depending on resolution of geopolitical issues.
  • Utilization of Indian operations currently around 45-55%, with plans to scale up.
  • UAE plant utilization less than 50%, constrained by credit control and market uncertainties.
  • Management optimistic that by end of Q2 2026, market disruptions due to geopolitical issues will normalize, improving order flows.
Full Q4 FY26 analysis
Full Auto Components ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Auto Components
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Tolins Tyres rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Auto Components companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹3,020 Cr47.8
240%+Flat₹1,998 Cr63.5
340%+Flat₹428 Cr17.5
420–40%Up 2%+₹25,721 Cr73.8
520–40%Up 2%+₹13,417 Cr40.5
620–40%Up 0–2%₹23,344 Cr37.6

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Pro shows every company guiding 40%+ revenue growth →Full Auto Components ranking

Financials of Tolins Tyres

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Tolins Tyres

Quarterly Results

Quarter-by-quarter operating performance

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +41.2146.8175.4986.6476.3076.8869.7469.5389.7466.1093.2977.99
Expenses +32.5933.6359.9872.7861.5061.6457.1455.9676.3057.1679.1066.77
Operating Profit8.6213.1815.5113.8614.8015.2412.6013.5713.448.9414.1911.22
OPM %20.92%28.16%20.55%16.00%19.40%19.82%18.07%19.52%14.98%13.52%15.21%14.39%
Other Income +0.250.040.960.350.040.101.201.170.740.750.390.94
Interest2.812.903.152.732.412.420.600.810.340.460.770.22
Depreciation0.600.690.791.820.840.770.610.931.091.071.100.94
Profit before tax5.469.6312.539.6611.5912.1512.5913.0012.758.1612.7111.00
Tax %21.61%12.05%14.13%27.54%23.21%21.07%13.50%28.69%26.98%14.71%17.47%18.82%
Net Profit +4.288.4610.767.008.919.6010.899.289.306.9510.498.94
EPS in Rs85.60169.203.512.282.912.432.762.352.351.762.662.26

Financials of Tolins Tyres

Profit & Loss

Annual income statement trend

Mar 2024Mar 2025Mar 2026
Sales +227292327
Expenses +180236279
Operating Profit475648
OPM %21%19%15%
Other Income +133
Interest1262
Depreciation334
Profit before tax334945
Tax %21%22%20%
Net Profit +263936
EPS in Rs8.489.799.03
Dividend Payout %0%0%0%

Financials of Tolins Tyres

Balance Sheet

Capital structure and asset base

Mar 2024Mar 2025Mar 2026
Equity Capital152020
Reserves85305341
Borrowings +791711
Other Liabilities +422920
Total Liabilities222370393
Fixed Assets +505250
CWIP101012
Investments000
Other Assets +161307330
Total Assets222370393

Financials of Tolins Tyres

Cash Flows

Operating, investing and financing cash movement

Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +-4-61
Cash from Investing Activity +-54-28
Cash from Financing Activity +58117
Net Cash Flow027
Free Cash Flow-17-66
CFO/OP-2%-87%

Financials of Tolins Tyres

Ratios

Working capital efficiency and return ratios

Mar 2024Mar 2025Mar 2026
Debtor Days103128143
Inventory Days186241270
Days Payable722613
Cash Conversion Cycle217344400
Working Capital Days73258327
ROCE %21%13%

Guidance history

How Tolins Tyres's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q4 FY26 call →0–10%Flat———
Q2 FY26 call →0–10%FlatPlanned—Flat
Q4 FY25 call →20–40%FlatNone planned——
Q2 FY25 call →20–40%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

Continue your research

What Tolins Tyres's management said in earlier quarters

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