Tyre Industry

Exports rose 9 per cent to ₹27,312 crore in FY26 as tyre makers expanded into new markets and strengthened manufacturing capacity despite trade and logistics challenges

The tyre maker expects tracks and developed markets such as North America and Europe to power growth as access to additional CAMSO categories expands

The tyre maker posted strong fourth-quarter earnings driven by robust demand and announced a phased capacity expansion amid rising domestic and export opportunities

Tyre and auto-component makers raise prices as raw material and energy inflation erodes margins

Tyre maker posts strong earnings on international growth and improved mix, but flags near-term margin pressure from rising raw material costs

Tyre makers warn that the West Asia conflict may disrupt exports, raise crude-linked input costs and strain supply chains, prompting ATMA to seek urgent policy support

The Indian tyre industry stands to gain from the government's steps to enhance spending on infrastructure announced in the Union Budget 2026-27, Automotive Tyre Manufacturers Association (ATMA) said on Monday. The tyre sector is closely linked to the performance of the transport and infrastructure ecosystem and the substantial increase in public capital expenditure to Rs 12.2 lakh crore is a significant positive for long-term demand growth, ATMA said in a statement. The higher capex allocation underscores the government's ongoing push to build future-ready infrastructure across the country, particularly roads, rail connectivity, urban mobility networks and logistics corridors , which are critical drivers of tyre demand across all vehicle segments, it added. "The tyre industry's growth is intrinsically linked to the pace of infrastructure expansion in the country. The government's focus on elevating public capex reinforces demand momentum for tyres across both passenger and commercia

A new NITI Aayog assessment said tyre production is projected to double over the next decade, significantly increasing the volume of discarded tyres

But global uncertainties triggered by US tariffs and geopolitical tensions may put the brakes on, say brokerages

MRF vice-chairman Arun Mammen on GST-led demand revival, natural rubber challenges, EV-driven tyre innovation and how currency swings are reshaping the tyre industry

Neeraj Kanwar says the ₹579-crore India team sponsorship is a long-term brand bet aimed at deeper rural reach, stronger dealer interest and double-digit growth

By 12:31 PM, JK Tyre share price was off day's high, but continued to trade 3.20 per cent higher at ₹425.40 per share. In comparison, BSE Sensex was trading 0.45 per cent lower at 84,399.47 levels.

JK Tyre continues to supply the US from its Mexico base while awaiting outcomes from ongoing trade negotiations

JK Tyre & Industries Ltd on Monday reported a 62.33 per cent jump in consolidated net profit to Rs 226.86 crore in the second quarter ended September 30, 2025, riding on strong revenue. The company had posted a consolidated net profit of Rs 139.75 crore in the corresponding period last fiscal, JK Tyre & Industries Ltd said in a regulatory filing. Consolidated revenue from operations in the second quarter stood at Rs 4,011.31 crore as against Rs 3,621.56 crore in the year-ago period, it added. Total expenses in the quarter were higher at Rs 3,714.05 crore as compared to Rs 3,433.55 crore in the same period last fiscal, the company said. Commenting on the performance, JK Tyre & Industries Chairman & Managing Director, Raghupati Singhania said, "Domestic markets registered a growth of 15 per cent in volumes driven by a notable uptick across segments. Export volumes grew by 13 per cent over the previous quarter, despite the prevailing uncertainty around US tariff ...

Analysts see the deal as transformative for CEAT's positioning in the high-margin off-highway tyre (OHT) space, upgrading the stock to a 'Buy'.

CEAT expects a 10-15% topline boost after acquiring Michelin's Camso compact construction line in a $225 mn deal, gaining Sri Lanka plants and global brand rights

The domestic tyre industry is likely to register a 7-8 per cent growth in the current fiscal on the back of replacement demand, according to people tracking the sector. JK Tyre & Industries MD Anshuman Singhania said the Indian tyre industry remains an export-heavy manufacturing sector, with outbound shipments surpassing Rs 25,000 crore in FY25. "In FY26, the Indian tyre industry is expected to achieve 7-8 per cent growth on the back of the strong domestic replacement demand despite muted OE (original equipment) offtakes," Singhania said in an analyst call. The growth is attributed to consistent investments in capacity expansion, improvements in manufacturing efficiency and increased focus on enhancing the R&D capabilities, he noted. "With the upcoming festive season, coupled with the benefits of the recent repo rate cuts and favourable monsoon conditions, we expect the consumer sentiments to improve further," Singhania said. Apollo Tyres CFO Gaurav Kumar told analysts that ...

Apollo, Ceat and JK Tyre expect demand to pick up in H2 FY26 on festive buying, rural recovery and steady replacement demand, though uneven rainfall weighs on tractor sales

Crisil expects India's Rs 1 trillion tyre industry to grow 7-8% in FY26, mainly driven by replacement demand, while OEM volumes and global trade risks continue to pose challenges

At 10:04 AM, CEAT share was trading 1.46 per cent lower at ₹3,799 per share. In comparison, BSE Sensex was trading 0.39 per cent lower at 81,939.81 levels.