📌 At a Glance
JK Tyre posted a net profit of ₹98.66 crore for Q4 FY25 on a consolidated basis, with revenue clocking in at ₹3,758.6 crore. But here’s the kicker — full-year PAT stands at ₹509.3 crore, which means this tyre is rolling steady despite a few regulatory potholes.
📉 From “inflation tyre burst” memes to “multibagger ka pitstop” — are we witnessing a JK Tyre glow-up?
🏢 About the Company
JK Tyre is a flagship company of the JK Group, primarily known for its radial tyre leadership. With a presence in India, Mexico, and others, the company serves OEMs like Maruti Suzuki, Tata Motors, and Ashok Leyland.
- 🏭 Plants: 12 manufacturing units (9 in India, 3 in Mexico)
- 🛞 Capacity: 35 million tyres per annum
- 🌍 Global Reach: Exports to over 100 countries
👥 Key Managerial Personnel (KMP)
- Chairman & MD: Raghupati Singhania
- Audit Firm: SS Kothari Mehta & Co. LLP (Valid Peer Review: ✅ till Aug 2025)
They know how to roll — and no, not in the crypto way.
📊 Financials – Q4 FY25 vs Q4 FY24 (Consolidated)
| Metric | Q4 FY25 | Q4 FY24 | YoY Change |
|---|---|---|---|
| Revenue from Operations | ₹3,758.6 Cr | ₹3,719.3 Cr | ▲ 1.1% |
| Other Income | ₹21.29 Cr | ₹25.5 Cr | ▼ |
| Total Income | ₹3,779.9 Cr | ₹3,744.8 Cr | ▲ Slight |
| EBITDA (PBIDT) | ₹434.7 Cr | ₹550.1 Cr | ▼ 21% |
| Net Profit (PAT) | ₹98.66 Cr | ₹146.29 Cr | ▼ 32.5% |
| EPS (Basic/Diluted) | ₹3.54 | ₹5.26 | ▼ |
🤕 Ouch. Margins took a hit despite stable revenue. Tyres aren’t the only thing that deflate.
📆 FY25 Full-Year Highlights (Consolidated)
| Metric | FY25 | FY24 | YoY Change |
|---|---|---|---|
| Revenue from Operations | ₹14,692.9 Cr | ₹14,681.7 Cr | ↔ Flat |
| Net Profit | ₹509.3 Cr | ₹782.3 Cr | ▼ 35% |
| EBITDA | ₹1,221.8 Cr | ₹1,853.1 Cr | ▼ 34% |
| EPS | ₹18.07 | ₹27.88 | ▼ |
| Dividend | ₹3.00/share | ₹3.00/share | 💸 Consistent |
💰 Forward-Looking FV Calculation (FY26 Estimates)
Assuming:
- EPS growth: 12%
- Estimated FY26 EPS: ₹20.24
- Industry avg P/E: 12x
- 🎯 Forward Value (FV): ₹242.9/share
📌 CMP (as per Trendlyne): ₹347
➡️ Already above fair value. No deep value
🔮 Growth Outlook
- 🇮🇳 India segment remains cash cow: ₹11,282 Cr segment profit
- 🇲🇽 Mexico segment still finding balance (only ₹94 Cr segment profit)
- 🧾 ESG: Rated “Best in Class” by CareEdge (again!)
- 🧰 Capex continues in automation + R&D
But beware the ₹3,100 Cr penalty remanded back to CCI, still pending with the Supreme Court. If that lands badly, JK may have to turn its tyres into gold bangles.
🧠 EduInvesting Take
“JK Tyre’s Q4 was a speed bump. Full-year profit got a puncture, but the machine is intact.”
- 🟢 Stable revenue
- 🔴 Falling margins
- 🟢 Consistent dividend
- 🔴 Pending legal risks
They’re still India’s OG radial tyre boss, but FY25 says: “We’ve aged, not raced.”
⚠️ Risks & Red Flags
- 👨⚖️ CCI penalty case hanging like a Michelin Sword
- 💸 Finance costs remain high at ₹476 Cr annually
- 🏭 Mexico still not scaling as expected
- 📦 Inventory adjustments & forex volatility are messing with balance sheets
🏁 Final Verdict
If you’re holding, don’t brake. But don’t expect this to turn into a 10x multibagger overnight. JK Tyre is now a dividend-paying, capex-doing, litigation-fighting uncle of Indian auto ancillaries.
Tags:
JK Tyre Q4 FY25 results, JK Tyre share analysis, JK Tyre future value, JK Tyre vs MRF, Tyre stocks India, JK Tyre EPS, CCI penalty JK Tyre, Indian auto ancillary results, EduInvesting style
