Tinna Rubber Q1 Update Highlights FY26 Financial Progress

Regulation 30 disclosure

Tinna Rubber and Infrastructure Ltd disclosed an investor and earnings presentation under Regulation 30 of the SEBI Listing Regulations. The announcement, timestamped July 21, 2026, relates to the company’s operational and financial performance for the first quarter ended June 30, 2026. Regulation 30 requires listed companies to disclose material information to stock exchanges. The company said the presentation was issued for investors and earnings-related communication. The filing does not provide financial figures for the June 2026 quarter in the material provided. Investors will therefore need to refer to the attached presentation or the company’s notices and announcements page for the detailed quarterly data.

What the filing covers

The disclosure concerns the first quarter ended June 30, 2026. It follows the company’s practice of publishing investor and earnings presentations alongside periodic financial updates. Such presentations generally provide operational indicators, business initiatives and financial performance measures. Tinna Rubber has also stated that its corporate presentations are uploaded on its website. The July filing identifies the presentation as the relevant document for the June-quarter update. No stock-price movement, board decision or dividend announcement was included in the provided disclosure.

Company’s recycling business

Tinna Rubber and Infrastructure manufactures products derived from waste and end-of-life tyres. Its portfolio includes crumb rubber, micronised and coated rubber powders, reclaim rubber, crumb rubber modifiers, bitumen products and steel abrasives. The company also offers recycled polymer products, masterbatches and related compounds. These products serve applications including roads, tyres, automotive components, conveyor belts, rubber mats, gym tiles and steel applications. The company operates in India and international markets and exports products. It was founded in 1977 and is based in New Delhi.

Previously reported Q3 FY26 performance

Materials supplied with the announcement cite Q3 FY26 consolidated revenue of ₹139 crore. EBITDA was reported at ₹23 crore, translating into an EBITDA margin of 16.3%. Profit after tax stood at ₹13 crore, with a PAT margin of 9.2%. These figures relate to the cited Q3 FY26 presentation and are separate from the June 2026 quarter filing. The available material does not state comparable Q1 FY27 revenue, EBITDA or PAT figures. That distinction is important when assessing the latest filing.

Nine-month financial indicators

For the cited nine-month FY26 period, Tinna Rubber reported revenue of ₹389 crore, EBITDA of ₹65 crore and PAT of ₹36 crore. EBITDA margin was stated at 16.7%, while PAT margin was 9.3%. The company said nine-month revenue rose 3% and tyre processing volumes increased 7%. It attributed the volume increase to post-monsoon demand recovery. It also reported an improvement of about 110 basis points in consolidated EBITDA margin year on year. EPR credit was ₹23.9 crore in the cited nine-month FY26 period, compared with ₹24.4 crore a year earlier.

Key figures from disclosed presentations

Capacity and investment plans

A separate Q2 and H1 FY26 presentation cited tyre-crushing capacity of 185,000 metric tonnes at the end of FY25. The company said it planned capital expenditure of about ₹100 crore over the following two years. It also stated that ₹56 crore of capital expenditure had been completed in H1 FY26. Tinna Rubber’s stated initiatives included a tyre-recycling plant planned in Saudi Arabia and development activity through Mbodla Investments in South Africa. The company said polymer compounding production and sales of 750 tonnes had commenced. It also said its recovered carbon black project was on track for trials by the end of Q3.

Renewable energy and operating savings

The company has identified renewable energy as an operating-cost initiative. Its presentation said solar power delivered savings of ₹2.23 crore up to 9M FY26. Tinna Rubber was expanding renewable-energy capacity to 4.48 MW and expected savings of more than ₹3.9 crore in FY26, according to the cited H1 FY26 presentation. These initiatives sit alongside its recycling operations and margin-expansion focus. The company also said standalone EBITDA and PAT margins expanded by about 200 basis points and 110 basis points, respectively, in the cited nine-month period. Actual savings and margins for the June 2026 quarter were not provided in the announcement text.

Why the update matters to investors

The filing gives investors formal notice that Tinna Rubber has released a June-quarter investor presentation. The company’s earlier disclosures point to key areas that investors may monitor, including tyre-processing volumes, recycling-product demand, EPR credits, renewable-energy savings and capital expenditure. Its stated Vision 2028 targets include a three-year revenue CAGR of 25%, EBITDA margin above 18% and return on capital employed above 30%. These are company targets rather than reported outcomes. The immediate focus remains the detailed financial and operational information in the presentation for the quarter ended June 30, 2026.

Outlook and next disclosures

Tinna Rubber’s latest communication is a presentation disclosure rather than a separate announcement of financial results in the supplied text. The company has indicated continued focus on geographical expansion, product diversification, customer additions and investment in people and intellectual property. Progress on planned capital expenditure, solar capacity, recovered carbon black trials and international projects will remain relevant operational milestones. Investors can track subsequent company filings and presentations for updated performance figures. Any assessment of the June-quarter performance should rely on the detailed presentation and formal financial disclosures released by the company.