Tinna Rubber FY26: Revenue CAGR 23%, EBITDA CAGR 37%, PAT CAGR 34%, Dividend ₹3.25
Tinna Rubber reported strong FY26 performance with revenue CAGR of 23%, EBITDA CAGR of 37%, and PAT CAGR of 34%. The company plans ₹100 crore capex over FY27-28 and aims for 235,000 tons capacity by FY27. A final dividend of ₹3.25 per share is recommended. Renewable energy capacity increased significantly.
The announcement details significant financial performance, strategic expansions, capital expenditure plans, and dividend distribution, all of which are material information for investors and will likely impact the company's stock.
The company reported strong financial growth (CAGR in revenue, EBITDA, PAT), capacity expansions, successful fundraising, and dividend payout, indicating positive performance and future outlook.
Tinna Rubber and Infrastructure Limited held an investors and earnings concall on May 25, 2026, to discuss their financial and operational performance for the fourth quarter and the full financial year ended March 31, 2026 (Q4 & FY26).
During the call, the company highlighted strong execution in FY26, achieving record tire processing volumes and robust EBITDA margins of over 17%. Over the past three years, Tinna Rubber has demonstrated consistent growth, recording a Compound Annual Growth Rate (CAGR) of 23% in revenue, 37% in EBITDA, and 34% in profit after tax.
The company has strengthened its processing capabilities, expanding tire-crush capacity in India by 9% to 185,000 tons in FY26. The target is to reach a capacity of 235,000 tons per annum by FY27. Tinna Rubber incurred a capital expenditure of over ₹100 crore in FY26 and has earmarked another ₹100 crore for capex over FY27 and FY28.
Significant progress has been made in renewable energy, with solar capacity increasing more than threefold to 4.48 megawatt. Nearly 50% of power requirements are expected to be met through renewable sources from FY27 onwards. The Board has recommended a final dividend of ₹3.25 per equity share for FY26.
Key achievements include the NSE listing in April 2025, complementing the BSE listing. In Q1 FY26, the company successfully raised approximately ₹78 crore through a Qualified Institutional Placement (QIP). The Varale plant reached 80% capacity utilization, and the PCMB division's contribution is expected to grow from 4% to 8-10% in FY27. Operations of the pyrolysis plant and rCB plant have commenced, with full operation expected by Q3 FY27.
On a standalone basis, revenue remained stable at ₹533 crore, with EBITDA and PAT margins expanding by 286 bps and 161 bps, respectively. On a consolidated basis, EBITDA margin improved by 206 bps to 17.1%, while revenue and PAT grew by 8% and 9%, respectively. The company generated healthy cash flow from operating activities, which grew by 60% to ₹57 crore.
Looking ahead, Tinna Rubber aims to achieve a revenue of ₹1,000 crore while maintaining EBITDA margins of over 18% by Vision 2029, driven by capacity expansions, new product initiatives, sustainability investments, and global presence.
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Tinna Rubber and Infrastructure Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Tinna Rubber and Infrastructure Limited. Read the original for the full detail.