JK Tyre & Industries Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JK Tyre's Q1 FY26 saw consolidated revenue hit Rs. 3,891 crore (up 6% YoY) and PAT at Rs. 155 crore, with EPS doubling QoQ to Rs. 6.03. EBITDA margin improved to 10.9%. Domestic operations were best ever, with 11% sales growth, driven by a 32% jump in passenger radial and high single-digit truck radial volumes. Debt reduced by Rs. 219 crore QoQ to Rs. 3,862 crore. Management expects 7-8% industry growth in FY26, fueled by replacement demand and festive season. Mexico operations (Tornel) saw 12% sequential revenue growth, with normalized margins expected following US tariff clarity. Capex projects are on track for Q3 FY26. The company remains focused on premiumization and deleveraging.