JK Tyre Stock Gains 8% In A Week As Q3FY26 Profit Jumps 264%, EV And Smart Tyre Push In Focus

JK Tyre & Industries has combined a strong third-quarter performance with a push into sensor-based and electric vehicle tyres, even as investors have driven the stock higher over the past week. 

The company’s consolidated total income for Q3FY26 was ₹4,235 crore, up 15 per cent year-on-year and 5 per cent quarter-on-quarter. Consolidated EBITDA stood at ₹583 crore with a margin of 13.8 per cent, while profit after tax rose to ₹209 crore from ₹57 crore a year earlier. For the nine months ended December 31, 2025, JK Tyre reported consolidated total income of ₹12,151 crore and profit after tax of ₹586 crore. 

Behind these numbers, the business mix continues to lean on the replacement market, which contributed 63 per cent of consolidated revenue in Q3FY26 and 64 per cent in 9MFY26, with OEM and export sales forming the rest. Truck and bus tyres accounted for 52 per cent of consolidated revenue, while passenger car radial tyres contributed 31 per cent. The company has disclosed an installed capacity of more than 35 million tyres a year across 11 manufacturing facilities in India and Mexico. 

JK Tyre is also trying to position itself for the shift towards connected and electric mobility. The company has introduced an embedded smart tyre for passenger cars with a sensor placed inside the tyre to track air pressure, temperature and possible air leaks. It has launched the Jetway JUXe range for electric commercial vehicles and the Ranger HPe line for electric passenger vehicles, both targeting lower rolling resistance and efficient energy use. 

On the ESG side, the company has underlined that more than half of its energy consumption now comes from renewable sources, including solar rooftop and wind projects. It has reported initiatives to reduce greenhouse gas emissions, process waste and raw water usage, and says it sends no waste to landfill and has eliminated single-use plastic from operations. 

These steps sit alongside a research and development programme centred at the Raghupati Singhania Centre of Excellence, which employs more than 200 scientists and engineers. The centre works on alternate materials, simulation-led design and tyre mechanics, and has seven patents.  

JK Tyre shares have risen in the week around the Q3 announcement. On the NSE, the stock closed at about ₹501.90 on 2 February 2026 and moved to around ₹540 on 6 February 2026, a gain of roughly 8 per cent over the period, with the stock trading in the ₹520–₹555 band through the week. This move comes on the back of a broader 12 month return of more than 70 per cent, as some analysts link the re-rating to margin recovery, debt reduction and the company’s focus on higher value products.