| Management target | Revenue FY27 |
|---|
| Revenue growth | ₹4,850 Cr, up 20% YoY; highest ever consolidated turnover. |
|---|---|
| Margins | EBITDA margin at 7.1%; pressured by 31% cumulative RM cost hike. |
| Demand visibility | Strong domestic OEM demand (up 65%) and festive season resilience. |
| Management confidence | Confident on demand; defensive regarding short-term raw material cost pass-through. |
Growth
Revenue grew 20% YoY to ₹4,850 Cr, driven by strong OEM demand (up 65%) and premiumization.
Outlook
Ongoing ₹1,130 Cr capex for TBR/PCR expansion to drive future volume growth at 1:1 asset turn.
Risks
Rising raw material inflation (4-5% expected in Q3) and increased net debt (₹5,696 Cr) for capex.
Last quarter's promises, checked
Delivered
- Guided ~11% cumulative price hike → 11-12% implemented (= BEAT)
Partly delivered
- Guided 11-13% EBITDA margin in H2 → 7.1% Q2 vs 6.8% Q1 (= PARTIAL)
- Guided ₹4,980 Cr Chennai expansion → ₹1,130 Cr ongoing capex, completion unstated (= PARTIAL)
Missed
- Guided net debt +₹500-700 Cr for FY27 → ₹5,696 Cr vs derived FY26-end ₹4,445 Cr, +₹1,251 Cr (= MISS)
- Guided 8-9% further price hike → 4-5% planned for Q3 (= MISS)
- Guided rubber softening next qtr → RM inflation 4-5% expected Q3 (= 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
- ₹304.55
- Market cap
- ₹8,780 Cr
- Revenue (annual)
- ₹16,327 Cr
- Net profit (annual)
- ₹776.1 Cr
- P/E (TTM)
- 17.7×Sector 30.9×
- 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 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
JK Tyre & Industries Other Announcement
JK Tyre & Industries Ltd has submitted its quarterly shareholding pattern as of September 30, 2026, in compliance with SEBI Regulation 31.