Q1 2025 Tinna Rubber and Infrastructure Ltd Earnings Call Transcript
Key Points
- Tinna Rubber & Infrastructure Ltd (BOM:530475) recorded a 69% year-on-year growth in consolidated top line for Q1 FY25.
- The company achieved a 40% growth in EBITDA and a 130% growth in net profit year-on-year.
- EBITDA margins improved from 14.53% in Q1 FY24 to 18.16% in Q1 FY25.
- The infrastructure segment witnessed a strong growth of 48% year-on-year, contributing 45% of the revenue.
- The company secured new contracts for 15,000 tonnes of crumb rubber modified bitumen, underscoring its strong position in the Infra sector.
- Higher freight rates due to unrest in the Red Sea region adversely impacted operating margins.
- The company faced exceptional one-time costs, including employee performance bonuses and ESOP scheme expenses.
- There was some confusion and discrepancies in the reported growth percentages for EBITDA.
- The company has planned a significant capital expenditure of approximately INR50 crores for FY25, which may impact cash flow.
- The expansion into international markets like Saudi Arabia and South Africa involves risks and uncertainties, including the lack of EPR benefits.
Ladies and gentlemen, welcome to the Q1 FY25 results conference call of Tinna Rubber and Infrastructure Limited, hosted by Emkay Global Financial Services. (Operator Instructions) Please note that this conference is being recorded.
I would now like to hand the conference over to Mr. Chirag Jain from Emkay Global Financial Services. Thank you, and over to you, sir.
Thank you, Steve. Good afternoon, everyone. On behalf of Emkay Global Financial Services, I would like to welcome you all to Tinna Rubber and Infrastructure Limited Q1 FY25 Earnings Conference Call. To represent the company, today we have with us Mr. Gaurav Sekhri, Joint Managing Director; Mr. Subodh Kumar Sharma, Director and Chief Operating Officer; Mr. Ravindra Chhabra, Chief Financial Officer; and Mr. Anurup Arora, Senior Vice President, Business Development and CPG. I would now like to hand over the call to the management for their opening remarks, post which we will open the floor for Q&A. Thanks, and over to you, sir.
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