Tolins Tyres Limited — Investor Meet, 04-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tolins Tyres reported FY26 consolidated revenue up 12% YoY to ₹327.12 Cr. Q4 revenue also rose 12%. FY26 EBITDA stood at ₹47.8 Cr (14.6% margin), PAT ₹35.69 Cr. Profitability was impacted by volatile raw material prices and GST disparity for retreading materials. Management noted strong UAE traction, new heavy-duty tractor tyres, and 36% tyre production volume growth. Working capital remains high due to extended credit and strategic inventory. Aiming for 10-13% margins, the company focuses on cost-saving automation and Terra Rubber integration. FY27 outlook is cautious, expecting similar performance as FY26, but confident in long-term growth.