JK Tyre Shares Surge 7% After Q2 FY26 Profit Jumps on Strong Volumes and Lower Input Costs

Shares of JK Tyre & Industries gained nearly 7% on 28 October 2025 after the company reported a sharp 62.3% year-on-year rise in consolidated net profit for the September quarter. 

The performance was driven by strong domestic demand, higher export volumes, and softer input costs, reflecting the company’s operational efficiency and expanding market presence.

Strong Financial Performance in Q2

JK Tyre posted a consolidated net profit of ₹226.86 crore for the quarter ended 30 September 2025, compared with ₹139.75 crore in the same period last year.

Revenue from operations rose 10.8% year-on-year to ₹4,011.31 crore, up from ₹3,621.56 crore in Q2 FY25, according to the company’s regulatory filing.

Chairman and Managing Director Dr Raghupati Singhania credited the performance to strong market demand and an expanding product portfolio, stating that the growth reflects the company’s product quality, deeper market penetration, and focus on higher-margin offerings.

Domestic and Export Growth Fuel Momentum

Domestic sales volumes rose 15% year-on-year, with growth recorded across all major segments. Exports also improved, climbing 13% over the previous quarter, despite uncertainties linked to US tariff rates.

Dr Singhania noted that the diversification into new international markets and innovation-led product strategy continued to strengthen the company’s global position.

Margins Improve Amid Softer Input Costs

The company’s EBITDA increased by 23.8% year-on-year to ₹521.5 crore, compared with ₹421.2 crore a year earlier.

Operating margins expanded to 13% from 11.6%, supported by reduced raw material prices, improved operational efficiency, and higher sales volumes.

JK TyreStock Performance

JK Tyre shares surged 6.7% to an intraday high of ₹439.85 on the BSE. The stock ended 0.78% higher at ₹415.00 in the previous session. The stock has gained 15% in the past month and 6.5% over the past year.

Read More: Brigade Hotel Share Price Jump 8% After 58% Profit Surge in Q2 FY26 Earnings.

Conclusion

JK Tyre’s second-quarter results reflect a healthy improvement in profitability and operating performance, supported by stronger demand and cost efficiencies. While the recent rally in the stock highlights investor optimism, its future trajectory will depend on sustained volume growth, input-cost trends, and overall market conditions in the coming quarters.

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