JK Tyre Results: Which tyre segment contributed the highest revenue in Q3?

Synopsis:- Shares surged 5% after strong Q3FY26 performance, with 15% YoY growth and a sharp 292% annual earnings jump. Replacement led the mix at 63–64%, while Truck & Bus contributed 52%. Backed by 6,000+ dealers and 800+ SKUs, innovation and EV launches continue strengthening growth momentum.

The shares of the prominent tyer manufacturer gained up to 5 percent in today’s trading session from an intraday high after the company reported robust Q3FY26 earnings.

With a market capitalization of Rs 15,628.73 crore, the shares of JK Tyre & Industries Ltd were trading at Rs 569.15 per share, increasing around 5 percent as compared to the previous closing price of Rs 542.40 apiece.

Q3FY26 Highlights

The shares of JK Tyre & Industries Ltd have seen significant movement after announcing its financial performance in Q3FY26, in which revenue increased by 15 percent on a year-on-year basis from Rs 3,674 crore in Q3FY25 to Rs 4,223 crore in Q3FY26. However, on a Quarter-on-Quarter basis, revenue increased by 5 percent from Rs 4,011 crore in Q2FY26 to Rs 4,223 crore in Q3FY26.

Moreover, net profit increased by 292 percent on a yearly basis from Rs 53 crore in Q3FY25 to Rs 208 crore in Q3FY26, meanwhile, on a quarter-on-quarter basis, net profit decreased by 8.3 percent from Rs 227 crore in Q2FY26 to Rs 208 crore in Q3FY26.

The revenue mix by market shows stability across periods. Replacement sales dominate at 63–64%, indicating strong aftermarket demand and steady cash flows. OEM contributes 22–23%, while exports remain consistent at 14%. The balanced presence across segments highlights resilience, though a higher export share could further diversify revenue and reduce domestic dependence.

Product-wise, Truck & Bus leads with 52%, reflecting strength in the commercial vehicle segment. Passenger Line Radial contributes 31%, offering healthy diversification, while 2/3W and Others add smaller shares. The consistent mix across Q3FY26 and 9MFY26 suggests stable demand trends and disciplined portfolio management by the company.

JK Tyre is leveraging strong R&D capabilities to drive innovation across segments, from smart tyres with TPMS to sustainable “UX Green” PCR tyres and premium Levitas Ultra range. Its new EV-focused launches–JETWAY JUX for commercial vehicles and Ranger HPe for passenger cars–are all about efficiency, low noise, durability, and enhanced safety, positioning the company well for future mobility trends.

JK Tyre has built a strong global footprint supported by over 6,000 dealers and distributors, 925+ brand shops, and 90+ retread centres. Its presence spans India, North and Latin America, Mexico, Africa, the Middle East & Southeast Asia. With 800+ SKUs and 1,500+ fleet operators, the company demonstrates diversified reach and expanding international scale.

JK Tyre is one of the leading tyre manufacturers in the country, with a strong legacy of innovation and quality. The product portfolio of the company is diversified across passenger, commercial, and off-highway segments. It has a strong domestic and global presence, besides having a firm focus on R&D, sustainability, and advanced mobility solutions for long-term growth.

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