Q4 2025 Tinna Rubber and Infrastructure Ltd Earnings Call Transcript
Key Points
- Tinna Rubber & Infrastructure Ltd (BOM:530475) achieved a 39% revenue growth in FY25, surpassing their INR500 crore revenue guidance.
- The company successfully listed on the NSE in April 2025, enhancing its visibility and accessibility in India's capital markets.
- Tinna expanded its tire crushing capacity to 185,000 metric tonnes per annum, exceeding the earlier guidance of 150,000 tonnes.
- The Renewable Energy Solar Power system generated savings of INR6.5 million in FY25, aligning with expectations.
- The company is on track to achieve its Vision '28, targeting a revenue CAGR of over 25% to reach INR1,000 crores by FY28.
- Margins saw a slight dip due to higher raw material costs driven by elevated ocean freights.
- The domestic tire industry remained stable, with revenue growth majorly contributed by exports, indicating potential vulnerability to domestic market fluctuations.
- The company plans to raise approximately INR150 crores through QIP, which may lead to equity dilution.
- The Polymer Composites business, although contributing to revenues, only accounted for 1% of the overall top line in FY25.
- There is uncertainty regarding the impact of natural rubber price fluctuations on the demand for recycled rubber materials.
Ladies and gentlemen, good day, and welcome to the Tinna Rubber and Infrastructure Limited Q4 FY25 and Full Year FY25 Earnings Conference Call hosted by Equirus Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mihir Vora from Equirus Securities. Thank you, and over to you, Mr. Vora.
Yes. Good afternoon, everyone. So welcome to the 4Q FY25 Earnings Conference Call of Tinna Rubber and Infrastructure Limited. We have on the call with us Mr. Gaurav Sekhri, Joint Managing Director; Mr. Subodh Kumar Sharma, Director and Chief Operating Officer; and Mr. Ravindra Chhabra, Chief Financial Officer.
We must remind you that the discussion on today's call may include certain forward-looking statements and must be, therefore, viewed in conjunction with the risks that the company faces.
May I now request Mr. Gaurav to take us through the company's business outlook and financial highlights. Thank you, and over to you, sir.
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