JK Tyre & Industries Limited — Investor Meet, 14-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JK Tyre's Q1FY27 saw consolidated turnover of Rs. 3,956 Cr (+2% YoY) and PAT of Rs. 43 Cr. Profitability was impacted by a ~20% sequential increase in raw material costs, leading to EBITDA of Rs. 268 Cr (6.8% margin). Domestic sales volumes jumped 25% YoY, driven by strong OEM demand. Price increases of 5% in Q1 and a cumulative 11% in the replacement market are in progress. Mexico operations faced input disruptions and labor issues, now resolved, with better performance expected. Management is optimistic about demand, capacity expansion, and anticipates margins improving to 10-11% by H2FY27, aiming for double-digit revenue growth.