Tinna Rubber and Infrastructure Limited has informed the stock exchange about the Transcript of investors and earnings call for the first quarter ended on June 30, 2026.

Date: July 24, 2026 To, To, Listing Department Listing Department BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th Floor, Plot No. C-1, Block G, Dalal Street, Mumbai-400001 Bandra Kurla Complex, Bandra (E), Mumbai-400051 BSE Scrip: 530475 NSE Symbol: TINNARUBR ISIN: INE015C01016 SUBJECT: TRANSCRIPT OF INVESTORS AND EARNINGS CONCALL Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, we are enclosing herewith the transcript of investor and earnings concall, held on Wednesday, July 22, 2026 on the financial and operational performance of Tinna Rubber And Infrastructure Limited for the first quarter and three month period ended on June 30, 2026 (Q1-3MFY27). The aforesaid transcript is also available on Company’s website at following link:- https://tinna.in/wp-content/uploads/2026/07/Earning-call-Transcript-July-2026.pdf You are requested to take the same on your records Thanking you Yours faithfully For TINNA RUBBER AND INFRASTRUCTURE LIMITED Sanjay Kumar Rawat Company Secretary ICSI M. No. : ACS23729 Enclosure: as above “Tinna Rubber & Infrastructure Limited Q1 FY27 Earnings Conference Call” July 22, 2026 MANAGEMENT: MR. GAURAV SEKHRI – JOINT MANAGING DIRECTOR – TINNA RUBBER AND INFRASTRUCTURE LIMITED MR. SUBODH KUMAR SHARMA – WHOLE TIME DIRECTOR AND CHIEF OPERATING OFFICER – TINNA RUBBER AND INFRASTRUCTURE LIMITED MR. ABHAY KUMAR – CHIEF FINANCIAL OFFICER – TINNA RUBBER AND INFRASTRUCTURE LIMITED MODERATOR: MS. SANA KAPOOR – GO INDIA ADVISORS Page 1 of 18 Tinna Rubber & Infrastructure Limited July 22, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Rubber Tinna and Infrastructure Limited Q1 FY27 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 star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Sana Kapoor from Go India Advisors. Thank you, and over to you, ma'am. Sana Kapoor: Thank you, Shruti. Good afternoon, everybody, and welcome to Tinna Rubber and Infrastructure Limited's earnings call to discuss Q1 FY27 results. We have on the call Mr. Gaurav Sekhri, Joint Managing Director; Mr. Subodh Kumar Sharma, Director and Chief Operating Officer; and Mr. Abhay Kumar, Chief Financial Officer. We must remind you that the discussion on today's call may include certain forward-looking statements and must therefore be viewed in conjunction with the risks that the company faces. May I now request Mr. Gaurav Sekhri to take us through the company's business outlook and financial highlights, subsequent to we will open the floor for Q&A. Thank you, and over to you, sir. Gaurav Sekhri: Thank you, Sana. Am I audible okay? Sana Kapoor: Yes, sir. Gaurav Sekhri: Good afternoon, everyone, and thank you for joining us today on this call. Our financial results and earnings presentation are available on our website and on stock exchanges. I believe you have had a chance to review the same. I will briefly take you through the strategic updates, post which my colleague, Subodh, our COO, will take over and give details about the operational and financial performance highlights for the quarter. We are delighted to share that we have commenced FY27 on a very strong note, delivering our best ever quarterly profitability. During the quarter, we achieved record financial performance with EBITDA exceeding INR30 crores, PAT surpassing INR20 crores, EBITDA margins of over 21% and PAT margins of more than 13% on both stand-alone and consolidated basis. This performance is the outcome of our sustained focus over the past few years on enhancing profitability through operational efficiencies, cost discipline and increasing share of value-added products. We are pleased to see these strategic initiatives translating into tangible results, reflecting in our margin expansion and continued commitment to creating long-term value for all stakeholders. The following strategic milestones underscore the significant progress we have made towards achieving our Vision '29 objectives. We currently have a tire crushing capacity of 185,000 tons per annum in India and continue to strengthen our processing capabilities. As part of our expansion road map, we are on track to increase this capacity by 27% to 235,000 tons per annum Page 2 of 18 Tinna Rubber & Infrastructure Limited July 22, 2026 by FY27, further enhancing our operational capabilities and supporting our long-term growth strategy. During Q1 of FY27, we have executed INR27 crores of capex as part of our broader investment plan of around INR100 crores across FY27 and '28, strengthening our growth and operational capabilities. We continue to strengthen our focus on responsible growth with our FY26 EUV verified life cycle assessment validating over 10.37 million kg of CO2 emissions reduction across our integrated -- across our 2 fully integrated manufacturing locations. The integration of renewable energy has enabled emissions reduction of up to 58.7% with further improvements expected through increased adoption of captive renewable energy. Our transition towards cleaner energy continues to gain momentum with renewable energy contributing 51% of the company's total power production in Q1 '27, supported by a more than threefold increase in renewable capacity from 1.23 megawatt to 4.48 megawatt and a strategic third-party green energy sourcing initiatives, which have resulted in savings of INR1.19 crores during the quarter. We have successfully commissioned rooftop solar plants at our Gummidipoondi, Tamil Nadu facility of 999 kilowatt power in June '26 and at our Varle, Maharashtra facility of 2,218 kilowatt power in July 2026, further strengthening our renewable energy footprint. We had mentioned in the past, and we are renewing our commitment to innovation by allocating INR5 crores towards research and development in FY '27. During the year, we have established a dedicated R&D team focused on developing technology for high-performance new-generation recycled rubber materials and engineered plastics, advancing value-added applications for recovered fiber from passenger tires, further enhancing the TPO quality to drive greater value addition. Turning to project development. Following are some key updates. The ongoing 3,500 metric ton per annum MRP capacity expansion is progressing as planned and remains on track for commissioning by Q3 of FY '27, increasing the company's total MRP capacity to 20,000 tons per annum, which it is our belief is the largest capacity of MRP in the world. The tyre pyrolysis oil facility at Varle commenced trial in Q1 of FY '27, and it is expected to commence commercial sales in Q2 of FY '27 with operations stabilizing by Q3 of FY '27. The rCB production is scheduled to commence in Q3 of FY '27, followed by operational stabilization and commercial sales by Q4 of FY '27. Our PCMB division continued to witness strong momentum in Q1 of FY '27 with revenue increasing threefold to INR12 crores compared to only INR4 crores in Q1 of previous year. The PCMB business is contributing 8% to the company's top line, in line with the indications given in the earlier calls. The division's initial 6,000-ton-per-annum capacity operates -- is operating at 82% utilization, while the commissioning of the expanded facility in Haryana has increased our total capacity to 18,000 tons per annum. With enhanced manufacturing capabilities and strong business momentum, this division is expected to contribute 10% of FY '27 revenue. Page 3 of 18 Tinna Rubber & Infrastructure Limited July 22, 2026 We have also successfully registered on the government portal as an authorized recycler, a [Showing first 8,000 characters — download PDF for full document]