JK Tyre & Industries Ltd (BOM:530007)

Q3 2026 JK Tyre & Industries Ltd Earnings Call Transcript

Feb 9, 2026 / 10:30 AM GMT

Release Date Price: ₹555.5 (+2.42%)

Transcript

Key Points

Positve

JK Tyre & Industries Ltd (BOM:530007) recorded its highest ever consolidated revenue of INR 4,235 crore, marking a 15% year-on-year increase.
EBITDA for Q3 FY26 was INR 583 crore, reflecting a 74% increase year-on-year, with a margin expansion of 470 basis points to 13.8%.
The company introduced embedded smart tires for passenger cars, enhancing safety and vehicle performance.
JK Tyre secured new OEM approvals for supplying EV tires to major brands like Hyundai and Tata.
The merger of Cavendish Industry Limited with JK Tyre is expected to enhance operational and functional synergies.

Negative

Despite strong revenue growth, the company faces potential challenges with raw material prices expected to increase by 1-2%.
The company's growth in revenue was primarily driven by volume rather than pricing, indicating limited pricing power.
There is a concern about capacity constraints in the near term, which might affect the ability to meet demand.
The company is operating at high capacity utilization levels, which may limit further growth without additional investment.
The impact of new labor codes in India resulted in an incremental financial implication of INR 56.75 crore.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JKIN.NS - JK Tyre & Industries Ltd
Q3 2026 JK Tyre & Industries Ltd Earnings Call
Feb 09, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to JK Tire Limited Q3 FY26 earnings conference call hosted by ICICI Securities Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on a touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Ronanak Mehta from ICICI Securities Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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