Tinna Rubber & Infrastructure Ltd (BOM:530475)
₹ 1,017.6 -5.85 (-0.57%) Market Cap: 18.33 Bil Enterprise Value: 19.56 Bil PE Ratio: 29.26 PB Ratio: 6.10 GF Score: 79/100

Q3 2025 Tinna Rubber and Infrastructure Ltd Earnings Call Transcript

Feb 11, 2025 / 09:30 AM GMT
Release Date Price: ₹982 (-6.56%)

Key Points

Positve
  • Tinna Rubber & Infrastructure Ltd (BOM:530475) achieved a 49% increase in revenue to INR 376 crores for the first nine months of FY25, surpassing the total revenue of FY24.
  • The company is on track to exceed its earnings guidance of 500 crores in sales for FY25.
  • Significant volume growth was observed across various segments: infrastructure (30%), industrial (18%), consumer (79%), and steel (120%).
  • The company's credit rating was upgraded, resulting in reduced borrowing costs.
  • Tinna Rubber & Infrastructure Ltd has become the largest MRP producer globally, with a capacity of 20,000 tons annually.
Negative
  • The company faced a decline in net profits in Q3 FY25 due to high finished goods inventory and low capacity utilization.
  • Increased raw material costs, higher ocean freight rates, and a drop in steel scrap prices negatively impacted overall costs.
  • Employee benefit expenses increased by 53% year-on-year due to new talent acquisition and ESOP provisioning.
  • The company is experiencing challenges in passing on raw material cost increases to customers immediately.
  • There is uncertainty regarding the geopolitical impact on export to domestic sales ratios in the coming years.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TINN.BO - Tinna Rubber and Infrastructure Ltd
Q3 2025 Tinna Rubber and Infrastructure Ltd Earnings Call
Feb 11, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Tina Rubber and Infrastructure Limited Q3FF 525 earnings conference call hosted by GoIndia advisors.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing start and 0 on a touchstone phone.

I now hand the conference over to Ms. Sanna Kapoor from Go India Advisors.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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