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JK Tyre & Industries Ltd

Q3 FY26Auto Components

JK Tyre & Industries Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q3 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹375
Market cap₹11.1K Cr
P/E15.4
Updated23 Aug 2026
Read4 min read

The short version

JK Tyre targets mid-double-digit revenue growth going forward, similar to recent quarters. JK Tyre targets mid-double-digit revenue growth going forward, continuing the current momentum.

From JK Tyre & Industries Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • JK Tyre targets mid-double-digit revenue growth going forward, similar to recent quarters.
  • Domestic volume growth is strong with 16% YoY growth; replacement segment grew 11%, OEM 24%.
  • Exports have grown steadily, with JK Tornel Mexico expecting mid-single digit growth in domestic and export markets.
  • Strong demand across segments: commercial vehicles (CV), passenger vehicles (PV), farm sector, and 2/3 wheelers supported by rural income.
  • OEM demand, especially in trucks and buses, is expected to sustain and surpass FY'19 high sales.
  • New product launches in passenger cars and premiumization (higher rim size tyres) support margin expansion.
  • Capacity expansions worth INR 1,130 crore underway, increasing overall capacity by ~7%, supporting volume growth.
  • Anticipate robust demand and strong momentum continuing into FY'27 and beyond.
  • Price revisions to align with market competitiveness as needed, considering raw material cost dynamics.

Profitability & Margins

See what JK Tyre & Industries Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • JK Tyre is undertaking capacity expansions across TBR (Truck & Bus Radial), ASLTR, and PCR (Passenger Car Radial) categories with an aggregate cost of INR 1,130 crores.
  • This expansion will increase overall capacity by nearly 7%.
  • The INR 1,130 crore expansion is part of a larger INR 50 billion (INR 5,000 crores) CAPEX plan over the next five years.
  • The current expansion projects are expected to be completed within 1-2 years, with PCR expansion at Banmore ramping up by July 2026 and TBR capacities at Laksar by April 2026.
  • These investments aim to support strong demand, premiumization, and enhanced higher rim size capacities.
  • Fresh disbursements for expansion have increased term loans but overall balance sheet remains healthy with robust leverage ratios.

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Ranked on what management guided this quarter

5x potential
1Divgi Torq
Rev 1Mar 3
2OBSC Perfection
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 1
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what JK Tyre & Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided transcript of JK Tyre & Industries Limited's Q3 FY'26 earnings call does not explicitly mention the current or expected order book or pending orders. However, some relevant points on demand and business outlook include: - Strong demand across segments, especially in CV (truck and bus), passenger cars, farm, and 2/3 wheeler sectors. - Truck category sales expected to cross FY'19 levels in FY'26, indicating healthy order inflow. - Robust OEM demand supporting production throughput. - Continuous expansion of capacities with INR 1,130 crore CAPEX to enhance capacity by nearly 7%. - Management confident of sustaining mid-double-digit revenue growth driven by volume and premiumization. - Mexican subsidiary JK Tornel witnessing 21% YoY revenue growth with mid-single digit growth expected ahead. - Strong pipeline of new product launches and close OEM participation. - Overall positive demand momentum into FY'27 with healthy order trends. No specific figure for order book or pending orders was disclosed in the call.

JK Tyre & Industries Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹4.2K Cr, net profit ₹178 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were JK Tyre & Industries Ltd Q3 FY26 results?

JK Tyre targets mid-double-digit revenue growth going forward, similar to recent quarters. JK Tyre targets mid-double-digit revenue growth going forward, continuing the current momentum.

What is JK Tyre & Industries Ltd share price analysis?

JK Tyre & Industries Ltd currently shows a neutral. The stock trades at a P/E of 15.4 with a market cap of ₹11,073 Cr. Investors should review the full earnings analysis for detailed insights.

Is JK Tyre & Industries Ltd planning capital expenditure?

JK Tyre is undertaking capacity expansions across TBR (Truck & Bus Radial), ASLTR, and PCR (Passenger Car Radial) categories with an aggregate cost of INR 1,130 crores.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.