Investor Presentation

Date: October 25, 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: INVESTOR AND EARNINGS CALL PRESENTATION Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations 2015, as amended and in continuation to our letter dated October 19, 2026, please find enclosed updated Investor & Earnings Presentation of Tinna Rubber And Infrastructure Limited (“the Company”), on the financial and operational performance of the Company for the second quarter and half year ended on September 30, 2026 (Q2 - H1 FY27). The aforesaid presentation shall also be available on Company’s website at https://tinna.in/notices- announcements/ 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 and Infrastructure Limited Investor & Earnings Presentation Q2 - H1 FY27 Rubber Gym Crumb Rubber Conveyor Rubber Polymer Moulded Tyres Masterbatches Recovered Pyrolysis Tiles Infill Belt Mat Composite Goods Carbon Black Oil Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Tinna Rubber and Infrastructure Limited (the “Company”) solely for the information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. Certain statements in this presentation concerning our future growth prospects are forward looking statements which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and uncertainties relating to the statements include, but are not limited to, risks and uncertainties regarding fiscal policy, competition, inflationary pressures and general economic conditions affecting demand / supply and price conditions in domestic and international markets. The company does not undertake to update any forward- looking statement that may be made from time to time by or on behalf of the company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. The Company does not make any promise to update/provide such presentation along with results to be declared in the coming years. https://tinna.in/ 2 Table of Contents Performance Highlights – Q2 – H1FY27 Company Overview Key Investment Highlights Annexures Performance Highlights Q2 – H1FY27 Revenue Nearly Doubled; Earnings Grew 2.5x Over FY23–FY26 Building Scale: Revenue Up 1.85x Operating Leverage: EBITDA Up 2.5x Earnings Momentum: PAT Up 2.4x 546 * 363 76 48 295 63 63 40 FY23 FY24 FY25 FY26 H1FY27FY27 E FY23 FY24 FY25 FY26 H1FY27FY27 E FY23 FY24 FY25 FY26 H1FY27FY27 E 3 Year Revenue CAGR 3 Year EBITDA CAGR 3 Year PAT CAGR 23% 36% 34% Figures are in INR Cr. unless otherwise stated Note - * is the best case scenario; E = Estimated https://tinna.in/ 5 Q2 & H1FY27 – Standalone Financial Highlights Revenue from Operations EBITDA & EBITDA Margin (%) PAT & PAT Margin (%) 50 22.0% 25.0% 50 20.0% t 18.5% 18.8% l 40 20.0% 40 u 13.3% 15.0% s 10.6% 10.7% e 30 15.0% 30 R 10.0% 151 150 20 10.0% 20 l r 117 10 22 5.0% 10 20 16 5.0% e 12 t r 0 0.0% 0 0.0% Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 EBITDA EBITDA Margin PAT PAT Margin (%) s 20.4% t 50 25.0% 50 20.0% l 17.0% s 40 20.0% 40 12.0% 15.0% e 244 300 R 30 61 15.0% 30 9.6% 10.0% y 20 42 10.0% 20 l 36 a 10 5.0% 10 23 5.0% 0 0.0% 0 0.0% f l H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 EBITDA EBITDA Margin PAT PAT Margin (%) Figures are in INR Cr. unless otherwise stated https://tinna.in/ 6 Q2 & H1FY27 - Consolidated Financial Highlights Revenue from Operations EBITDA & EBITDA Margin (%) PAT & PAT Margin (%) 50 21.7% 25.0% 50 20.0% 18.8% t 18.0% l 40 20.0% 40 u 13.2% 15.0% s 10.9% e 30 15.0% 30 9.8% R 10.0% 156 157 20 10.0% 20 y 34 29 l r 120 10 22 5.0% 10 21 17 5.0% e 12 t r 0 0.0% 0 0.0% Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 EBITDA EBITDA Margin PAT PAT Margin (%) s 20.3% t 50 25.0% 50 20.0% u 17.0% 12.0% s 40 20.0% 40 15.0% R 250 313 30 63 15.0% 30 9.4% 10.0% y 20 42 10.0% 20 38 a 24 5.0% 10 5.0% 10 0 0.0% 0 0.0% f l H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 EBITDA EBITDA Margin PAT PAT Margin (%) Figures are in INR Cr. unless otherwise stated https://tinna.in/ 7 Management Analysis on H1FY27 Results Achieved record H1 profitability on both standalone and consolidated bases, with standalone EBITDA exceeding Rs. 61 crore and PAT crossing Rs. 36 crore, while consolidated EBITDA surpassed Rs. 63 crore and PAT reached Rs. 38 crore. Consolidated Q2FY27 revenue, EBITDA and PAT grew 31%, 37% and 45% YoY, with margins above 18% and 10%, respectively. Performance was impacted by start-up costs, geopolitical uncertainties and subsidiary contributions, expected to normalize in coming quarters Balance sheet strength improved in H1FY27, with debt declining 9% to Rs. 111 Cr. from Rs. 121 Cr. in FY26. The interest coverage ratio increased to 9.91x (H1FY27) from 7.49x (FY26), while the net debt-to-equity ratio improved to 0.32x IN H1FY27. 04 Global Recycle LLC (Oman) reported a PAT of Rs. 1.3 crore in H1FY27. 05 Mbodla Investment Pty Ltd. (South Africa) and Tinna Rubber Arabia Ltd. (Saudi Arabia) reported a combined loss of Rs. 0.94 crore in H1FY27 owing to initial start-up costs. TP Buildtech recorded revenue of Rs. 41 Cr. and EBITDA of Rs. 4.7 crore in H1 FY27. It contributed an amount of Rs. 1 crore at consolidated level. 07 Renewable energy (Solar Power) has contributed savings of INR 2.37 crore H1FY27. https://tinna.in/ 8 Segment Wise Revenue Contribution H1FY26 Revenue Break-up H1FY27 Revenue Break-up PCMB Consumer PCMB Consumer 3% 9% 9% Industrial 28%* Steel Industry Steel Industry Industrial 28%* Infrastructure Infrastructure * Export volumes grew 15% YoY, while revenue contribution remained stable at approximately 6%. Exports are classified under the Industrial segment. *EPR worth Rs. 11 Cr is included in the Industrial segment in Q2FY27 https://tinna.in/ 9 Half-Yearly Key Segment Performance Infrastructure Segment (INR Cr) Industrial Segment (INR Cr)* H1FY27 112 H1FY27 85 H1FY26 81 H1FY26 62 Despite economic volatility and bitumen supply constraints, the The Industrial segment delivered 37% YoY growth, reflecting sustained Infrastructure segment recorded 38% YoY growth. business momentum. Consumer Segment (INR Cr) Steel Segment (INR Cr) H1FY27 21 H1FY27 57 H1FY26 19 H1FY26 53 The Steel segment reported revenue growth driven by price corrections, The Consumer segment reported revenue growth driven by price while volumes remained stable. corrections, while volumes remained stable. https://tinna.in/ 10 Key Operational Performance Half Yearly Annual Capacity Volume of Tyres Processed (MT) Tyre Crushing Capacity (‘000 MT) 1,00,000 86,000 90,000 80,000 70,000 66,000 170 60,000 50,000 40,000 90 30,000 20,000 15 15 15 6,400 6,835 10,000 H1FY26 H1FY27 FY22 FY23 FY24 FY25 FY26 FY27E India Oman India Oman India and Oman recorded a strong 30% and 7% growth in tyre crushing volumes [Showing first 8,000 characters — download PDF for full document]