| Management target | Revenue 11.0% FY27 |
|---|
| Revenue growth | Double-digit (10-11%) expected for FY27. |
|---|---|
| Margins | Q1 margins suppressed; recovery to 11-13% expected in H2. |
| Demand visibility | Strong domestic momentum; replacement and OEM demand intact. |
| Management confidence | High on domestic demand and H2 margin recovery. |
Growth
Domestic volumes grew 25% YoY; Revenue grew 2% YoY. Consolidated PAT stood at Rs.43 Cr.
Outlook
Guided 10-11% revenue growth for FY27; aiming for 11-13% margins in H2 through staggered price hikes and capex.
Risks
High raw material inflation (20% sequential), geopolitical disruptions in Mexico, and increased Net Debt to Rs.4,945 Cr.
Last quarter's promises, checked
Delivered
- Guided 18-20% RM price increase → delivered 20% (= BEAT)
- Guided 4-5% price hike in replacement → delivered 5% (= BEAT)
- Guided Rs.1,200 Cr annual capex outlay → delivered on track (= BEAT)
Partly delivered
- Guided 5-6% further price hikes → delivered 11% cumulative (= PARTIAL)
Missed
- Guided FY26 EBITDA margin 12.8% → delivered Q1FY27 6.8% (= MISS)
Earnings Call Transcript filed with NSE, NSE: JKTYRE. Summary written with AI assistance from the document.
JK Tyre & Industries Ltd: key numbers
- Share price
- ₹345.85
- Market cap
- ₹9,970 Cr
- Revenue (annual)
- ₹16,327 Cr
- Net profit (annual)
- ₹776.1 Cr
- P/E (TTM)
- 15.3×Sector 33.6×
- Promoter holding
- 51.72%+0.00% QoQ
- FII holding
- 15.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Key figure
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- Key figure
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