Investor Presentation Q4FY26

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

JKTYRE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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₹396.40

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₹414.65

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AI summary

JK Tyre reported Q4FY26 consolidated total income of Rs 4,233 crore, up 12% year-on-year. EBITDA stood at Rs 546 crore with 12.9% margin, improving 270 basis points from Q4FY25's 10.2%. PAT was Rs 188 crore, up 83% YoY. For full year FY26, total income reached Rs 16,384 crore (11% growth) with EBITDA of Rs 2,089 crore (margin 12.8%, up 140 bps from 11.4%). PAT more than doubled to Rs 774 crore from Rs 516 crore. However, Q4 showed sequential margin pressure with EBITDA margin declining to 12.9% from 13.8% in Q3FY26. The company highlighted EV tyre launches and strong R&D capabilities with 7 patents granted.

Likely market impact

Strong full-year profitability growth with margins expanding; Q4 sequential margin softness may raise near-term concerns. Long-term story supported by EV product launches and improving ESG ratings.