JK Tyre & Industries Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JK Tyre reported strong FY26 results with record consolidated revenue of Rs.16,384 crore (+11%) and EBITDA of Rs.2,089 crore (+25%). Q4 saw robust growth: revenue Rs.4,233 crore (+12%), EBITDA Rs.546 crore (+42%). Management notes demand buoyancy for FY27 but expects Q1FY27 raw material costs to rise 18-20%. Price hikes of 4-7% were implemented, with more underway. The company approved significant brownfield expansions totaling Rs.4,980 crore for PCR and TBR, in addition to Rs.1,130 crore ongoing. Funding will come from debt and internal accruals, maintaining comfortable leverage. Management expressed confidence in continued growth and competitive positioning.