JK Tyre & Industries Ltd delivered exceptional third-quarter results for the period ended December 31, 2025, with net profit jumping to ₹207 crore compared to ₹52.6 crore in the corresponding quarter last year. According to reports from CNBC TV18, revenue grew 15% year-on-year to ₹4,223 crore, up from ₹3,673 crore in the previous year, reflecting strong traction across all business segments. The company's EBITDA surged 82% YoY to ₹571.3 crore from ₹313.8 crore, while EBITDA margin expanded sharply to 13.5% from 8.5% a year ago, supported by product premiumisation, execution excellence and favourable raw material costs.
The company's domestic operations demonstrated robust performance with healthy double-digit growth of 16% YoY, as reported by CNBC TV18. The replacement segment grew 12% while the OEM segment recorded strong 27% growth, driven by healthy automobile demand, operating leverage and benign raw material prices. Exports remained resilient despite geopolitical uncertainties impacting global markets, demonstrating the company's diversified revenue base and market resilience.
During the quarter, JK Tyre successfully completed the merger of Cavendish Industries Limited (CIL) with the company, following receipt of all statutory approvals. According to CNBC TV18, CIL, which was acquired in 2016, has achieved a remarkable turnaround with capacity utilisation scaled up from around 30% to over 95%. The company's international subsidiary, JK Tornel (Mexico), also delivered significant improvement in financial performance, further strengthening consolidated results and marking another successful turnaround for the company after previous acquisitions.
Shares of JK Tyre & Industries Ltd closed 0.74% higher at ₹540 on the NSE ahead of the earnings announcement, as reported by CNBC TV18. Chairman & Managing Director Raghupati Singhania attributed the strong performance to festive season momentum, GST-led reforms and positive rural sentiments. Looking ahead, Singhania expressed confidence entering Q4, supported by healthy demand across segments, positive consumer sentiment and lower interest rates, and remains optimistic about sustaining the momentum into FY27.
