JK Tyre & Industries Limited — PPTs, 08-08-2025: Investor Presentation

**1. Financial Highlights:**

JK Tyre's Q1FY26 consolidated revenue reached INR 3,891 Cr (+6% YoY). EBITDA was INR 424 Cr (+10% QoQ), with PAT at INR 155 Cr (+51% QoQ). While QoQ margins improved, YoY profitability saw a decline. FY25 consolidated revenue stood at INR 14,772 Cr, with PAT at INR 516 Cr, reflecting a YoY decrease.

**2. Strategic Initiatives & Growth Drivers:**

Leveraging 35Mn+ tyre capacity, JK Tyre focuses on R&D-led innovation. New offerings include Smart, Puncture Guard, and 'UX Green' (sustainable) tyres. A new EV tyre range targets future mobility. Over 50% energy use is from renewables, supported by a USD100 Mn sustainability-linked loan.

**3. Business Developments:**

The company offers a comprehensive product portfolio across diverse segments. Notably, JK Tyre pioneered Truck/Bus Radial Tyres in India and recently launched high-performance Levitas Ultra tyres for luxury vehicles.

**4. Market Position & Competitive Advantage:**

A leading Indian tyre manufacturer with a global presence, ranked 19th worldwide. It benefits from a vast 6,000+ dealer network and strong OEM relationships. Recognized for radial technology pioneering, low energy consumption, and a 'Best in Class' ESG rating, alongside 'Super Brands' accolades.

**5. Investor Implications:**

Q1FY26 results show strong sequential profit recovery, indicating positive growth potential driven by innovation and sustainability. However, the YoY decline in profitability for both Q1FY26 and FY25 highlights an area for continued investor monitoring.