JK Tyre & Industries Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JK Tyre posted its highest-ever Q2 FY26 consolidated revenues of Rs. 4,026 Cr (up 10% YoY) and EBITDA of Rs. 536 Cr (up 21% YoY), with PAT growing 54% YoY to Rs. 223 Cr. JK Tornel (Mexico) sales surged 26% QoQ to Rs. 639 Cr, boosting overall performance. Domestic volumes increased 15%, driven by GST cuts and strong replacement demand, with TBR up 22% YoY. Exports also rose 13% QoQ. Management maintains a confident outlook, anticipating double-digit revenue growth and 13-15% EBITDA margins, supported by Rs. 1,400 Cr capacity expansions commencing from Q3 FY26.