Tolins Tyres IPO: The good and the bad

Published: 05th Sep 2024

By: Value Research

About the company

Tolins Tyres makes tyres and tread rubber. Tread rubber, which makes contact with the road surface, generated 76 per cent of the company’s FY24 revenue. Under this segment, it majorly offers retreaded rubber, which is a replacement of a tyre's outermost worn rubber with a new one.

Total IPO size (Rs cr) 230   Offer for sale (Rs cr) 30   Fresh issue (Rs cr) 200   Price band (Rs) 215-226   Subscription dates September   9-11, 2024   Purpose of issue To   repay loans and fund working capital needs

IPO details

893   Net worth (Rs cr) 301   Promoter holding (%) 68.5   Price/earnings ratio (P/E) 34.3   Price/book ratio (P/B) 3M-cap (Rs cr)

Post-IPO

2Y CAGR (%) FY24 FY23 FY22   Revenue (Rs cr) 41.6 227 118 113   EBIT (Rs cr) 222.7 43 11 4   PAT (Rs cr) 542 26 5 1   Net worth (Rs cr) 204.7 101 19 11   Total Debt 27 79 47 49Key financials (Rs cr)

Financial history

EBIT is earnings before tax and interest PAT is profit after tax

3Y average FY24 FY23 FY22   ROE (%) 19.1 25.9 25.7 5.8   ROCE (%) 19.6 35 16.9 6.9   EBIT margin (%) 10.5 18.9 9 3.6   Debt-to-equity 0.8 2.4 4.5Ratios

Key ratios

ROE is return on equity ROCE is return on capital employed

The Good

The company is working towards increasing its capacity utilisation from 33% to 75%. It has recently made acquisitions, expanding its manufacturing capacity, which is expected to generate operating leverage.

The Good

The company’s average operating margins were 10.5 per cent during FY22-24, the highest of its industry peers.

The bad

The company primarily operates as a B2B player, which is why its client concentration is uncomfortably high. To read the possible impact of this, head on to our full story that lays out a detailed analysis. Read it from the link below.

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