🛞 JK Tyre Q4 FY25 Results: From Road-Rash to Cash Stash?

📌 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?

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🏢 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

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👥 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.

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📊 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.

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📆 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

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💰 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

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🔮 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.

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🧠 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.”

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⚠️ 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

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🏁 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.

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