JK Tyre & Industries Limited reported a record revenue of Rs. 4,026 crores for the second quarter of fiscal year 2025-26, marking a 10% year-on-year increase. The announcement was made during the results conference call held on October 29, 2025, where the company’s senior management highlighted the strong performance driven by higher sales volumes and improving operational efficiencies. The consolidated EBITDA for the quarter stood at Rs. 536 crores, with margins improving to 13.3%, benefitting from a favorable market environment and softening raw material prices.

The company has also benefited from recent government policies, including a reduction in Goods and Services Tax (GST) on tyres from 28% to 18%, and for farm tyres, from 18% to 5%. This change is anticipated to boost overall auto demand by 8-9%, enhancing consumption across various sectors such as FMCG and e-commerce. JK Tyre has fully passed on these GST benefits to customers, leading to a notable increase in demand for commercial vehicles, with sales volumes in this segment growing by 9%. Additionally, the passenger vehicle segment, while experiencing modest growth of 2%, is showing signs of recovery, fueled by rising consumer sentiment during the festive season.

The company is strategically positioned for future growth with innovations such as the launch of its AI-powered voice bot for improved customer interaction and support. JK Tyre has also secured a prestigious CareEdge ESG1+ rating, further solidifying its commitment to sustainability and environmental governance. With significant growth across various segments, including a 78% increase in the farm category and strong performance in the 2/3-wheeler segment, JK Tyre is optimistic about its continued expansion in both domestic and international markets, backed by a robust macroeconomic environment and increasing consumer demand.