Investor Presentation

Date: July 21, 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 July 15, 2026, please find enclosed Investor & Earnings Presentation of Tinna Rubber And Infrastructure Limited (“the Company”), on the financial and operational performance of the Company for the first quarter ended on June 30, 2026 (Q1-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 Q1-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 – Q1 FY27 Company Overview Key Investment Highlights Annexures Performance Highlights Q1 FY27 Q1 FY27 - Financial Highlights Revenue from Operations EBITDA & EBITDA Margin (%) PAT & PAT Margin (%) 50 22.0% 25.0% 50 20.0% 18.3% 40 15.6% 20.0% 40 13.3% 15.0% e n 30 15.0% 30 8.6% 11.0% o 10.0% l a 155 151 20 33 10.0% 20 d 127 28 5.0% n 10 20 5.0% 10 20 a 11 S 0 0.0% 0 0.0% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 EBITDA EBITDA Margin PAT PAT Margin (%) 50 21.7% 25.0% 50 20.0% 18.2% d 40 16.0% 20.0% 40 13.2% 15.0% t a 30 15.0% 30 9.0% 10.5% d 10.0% i 157 156 20 10.0% 20 l o 130 29 34 s 10 21 5.0% 10 21 5.0% n 17 C 0 0.0% 0 0.0% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 EBITDA EBITDA Margin PAT PAT Margin (%) Figures are in INR Cr. unless otherwise stated https://tinna.in/ 5 Management Analysis on Q1 FY27 Results Achieved record quarterly profitability, with EBITDA exceeding Rs. 30 Cr, PAT surpassing Rs. 01 20 Cr, EBITDA margins above 21%, and PAT margins above 13% on both a standalone and consolidated basis. At the standalone level, Q1FY27 revenues increased by 18% and EBITDA & PAT margins expanded by ~638 bps and ~471 bps, on a YoY basis, respectively. which is a further validation of our robust performance. 03 At the consolidated level, Q1FY27 Revenues increased by 20%, and EBITDA & PAT margins improved significantly by ~575 bps and 416 bps on YoY basis. Global Recycle LLC (Oman) reported a PAT of Rs. 0.34 crore in Q1FY27, marking a 31% increase over FY26. While profitability had been impacted in recent quarters by elevated raw material costs, the implementation of corrective measures, including raw material imports into Oman, led to a meaningful improvement in profitability during the quarter. 05 Mbodla Investment Pty Ltd. (South Africa) and Tinna Rubber Arabia Ltd. (Saudi Arabia) reported a combined loss of Rs. 0.53 crore owing to initial start-up costs. TP Buildtech recorded revenue of Rs. 19 Cr. and EBITDA of Rs. 3 Cr. in Q1 FY27, while continuing to scale its Construction Chemicals business through capacity expansion, marquee project execution, and improving plant utilization. Renewable energy (Solar Power) has contributed savings of INR 1.19 Cr for Q1FY27. The inventory of accrued EPR credits up to 31 March 2026 was fully monetized in Q1 FY27. https://tinna.in/ 6 TP Buildtech Q1 FY27 Financial Performance Financial Performance (INR Cr) Operational & Strategic Highlights Annual Performance - Trend Analysis In advanced stages of acquiring land in Western India 100 20% for a new manufacturing facility to expand 17% 01 80 construction chemicals capacity and new products under the construction systems applications. 40 75 8% 61 7% 64 Supplying construction chemicals to marquee 47 15 5% 20 9 infrastructure and industrial projects, including 4 4 6 Dhirubhai Ambani Green Energy Giga Complex, 0 0% Jamnagar (New Energy Project) Polyvinyl FY22 FY23 FY24 FY25 FY26 02 Alcohol (PVA) Plant, Nagothane, Maharashtra, Kalpataru Projects – DLF Privana West, Sales EBITDA EBITDA Margin Gurugram (Betongrouts M90) Quarterly Performance The Kolkata plant commenced 25 15% 03 production in Q4FY26 and is 21 12% 14% 19 progressing well, with utilization expected to improve over the coming quarters. The three new construction 10 chemical product lines - grout repair, mould release agents, and 5 2 3 accelerators are also expected to 0 0% scale up in the near term, further Q1FY26 Q1FY27 enhancing FY27 performance. Sales EBITDA EBITDA Margin https://tinna.in/ 7 Q1 FY27 Key Segment Performance - Infrastructure & Industrial Infrastructure Segment (INR Cr) Industrial Segment (INR Cr)* Q1FY27 62 Q1FY27 46 Q1FY26 58 Q1FY26 29 The Infrastructure segment recorded 33% volume growth and 7% revenue Achieved remarkable YoY volume growth of 27% and revenue growth of 58% in growth in Q1 FY27 on a YoY basis. While overall road construction activity Q1 FY27. remained subdued, contractors accelerated bituminous road surfacing layer works, supporting growth in the segment. The continued momentum in value-added products like MRP and RR was the key driver of revenue growth. The West Asia conflict causing bitumen supply shortages and elevated prices, created stronger demand for rubberized bitumen in road infrastructure projects Delivered robust export volume growth of 46% despite global economic due to rubberized bitumen being an inexpensive option. headwinds, supported by a healthy order pipeline. The Bitumen Emulsion business was impacted by temporary bitumen supply Rising raw material costs due to the West Asia conflict and the increasing focus shortages and subdued market demand, while the long-term outlook for on ESG goals within the tyre manufacturing industry continue to drive demand in Rubberized Bitume [Showing first 8,000 characters — download PDF for full document]