ALFA Finder| 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
- ₹362.35
- Market cap
- ₹10,446 Cr
- Revenue (annual)
- ₹16,327 Cr
- Net profit (annual)
- ₹776.1 Cr
- P/E (TTM)
- 21.1×Sector 32.5×
- Promoter holding
- 51.72%+0.00% QoQ
- FII holding
- 14.63%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from JK Tyre & Industries Ltd
All →JK Tyre & Industries Earnings Call Transcript: Key Takeaways
JK Tyre achieved record revenue but faces significant margin contraction from a 31% surge in raw material costs over six months.
JK Tyre & Industries Merger & Restructuring Worth ₹1.05 Cr
JK Tyre will incorporate JK Global Trading FZ Co. in UAE, holding 100% for Rs 1.05 Crore. It will trade automotive tyres and tubes.
- Value
- ₹1.05 Cr
JK Tyre & Industries Investor Presentation: Key Takeaways
Q2FY27 consolidated total income Rs4,850 Cr (+20% YoY), EBITDA Rs343 Cr (-36%), PAT Rs60 Cr (-73%). Margins compressed sharply; no guidance given.
JK Tyre & Industries Merger & Restructuring Worth ₹1 Cr
JK Tyre approved up to AED 4,00,000 (about Rs.1.00 Crore) for a new Dubai subsidiary. The move expands its overseas tyre business.
- Value
- ₹1.00 Cr
JK Tyre & Industries Management Change
JK Tyre's board approved re-appointing Dr. Arun Kumar Bajoria as Whole-time Director for two years from January 20, 2027. The re-appointment is subject to shareholder approval.
JK Tyre & Industries Q2 FY27 Results: Net Profit ₹65.1 Cr, Down 71.3% YoY
JK Tyre & Industries Ltd reported revenue from operations of ₹4,841 Cr (+20.7% YoY) and net profit of ₹65.1 Cr (-71.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹65.1 Cr · -71.3% YoY