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

Q2 2026 Tinna Rubber and Infrastructure Ltd Earnings Call Transcript

Nov 17, 2025 / 09:30 AM GMT
Release Date Price: ₹866.7 (-3.95%)

Key Points

Positve
  • Tinna Rubber & Infrastructure Ltd (BOM:530475) reported strong EBITDA margins of 18.5% in Q2 and 17% in H1 FY26, indicating effective cost management and strategic focus on high-margin products.
  • The company has initiated a comprehensive life cycle assessment study to measure greenhouse gas emissions, showcasing its commitment to sustainability.
  • A CapEx plan of approximately 100 crores is underway, with significant investments already made, indicating a focus on future growth and capacity expansion.
  • The company is expanding its renewable energy capacity, aiming to meet 50% of its power consumption through solar energy by the end of FY26, aligning with its ESG commitments.
  • Tinna Rubber & Infrastructure Ltd (BOM:530475) has secured land in Saudi Arabia for a new recycling facility, indicating strategic international expansion plans.
Negative
  • The company's revenue saw a modest 3% dip in H1 FY26, with expectations of only 12-15% growth for the full year, lower than initially anticipated.
  • The infrastructure segment faced a revenue dip due to a focus on value-added products and the impact of delayed monsoon.
  • The company's South African joint venture is currently incurring losses, with expectations to break even only by the end of Q4 FY26.
  • There has been an increase in employee costs due to recruitment for new projects, impacting overall expenses.
  • The Oman subsidiary experienced a drop in operating margin in H1 due to increased raw material prices, although measures are being taken to address this.


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

TINN.NS - Tinna Rubber and Infrastructure Ltd
Q2 2026 Tinna Rubber and Infrastructure Ltd Earnings Call
Nov 17, 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 Q2 FY26 earnings conference call. 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, then 0 on your touchstone phone. Please note that this call is being recorded. 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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