TYRE INDUSTRY OUTLOOK (FY26)
The tyre industry is set for a 7–8% growth in FY26, mainly fueled by strong replacement demand. Exports continue to be a key driver, having crossed ₹25,000 Cr in FY25, keeping the industry export-heavy. JK Tyre MD Anshuman Singhania expects sustained demand momentum in the coming year.
Impact on Stocks
- ✅ Positive: Demand growth benefits tyre majors – MRF, Apollo, JK Tyre, Ceat.
- ✅ Positive: Strong exports add resilience and forex gains.
- ⚠️ Neutral Risk: Margins may face pressure due to rubber and crude-linked costs.
Indian-Share-Tips.com recommends keeping an eye on export trends and raw material costs while evaluating tyre stocks.
Written by Indian-Share-Tips.com | SEBI Registered Advisor
