Key Financial Figures (Consolidated)

Income Statement Highlights (₹ in Crores)

  • Total Income: ₹3,955.66 crore for Q1 FY27
  • Operating Profit (PBIDT): ₹267.64 crore
  • Profit Before Exceptional Items and Tax: ₹42.91 crore
  • Exceptional Items: Gain of ₹10.85 crore (including foreign exchange gain of ₹17.91 crore, VRS expense of ₹4.31 crore, and stamp duty expense of ₹2.75 crore)
  • Profit Before Tax: ₹53.76 crore
  • Tax Expense: ₹(3.58) crore current tax and ₹14.63 crore deferred tax
  • Profit After Tax: ₹44.09 crore
  • EPS (Basic & Diluted): ₹1.55 per share of ₹2 face value

Comparative Performance (Consolidated)

| Particulars | Q1 FY27 (30.06.2026) | Q4 FY26 (31.03.2026) | Q1 FY26 (30.06.2025) |

| Total Income | 3,955.66 | 4,232.83 | 3,890.57 |

| Operating Profit | 267.64 | 546.46 | 423.76 |

| Profit Before Tax | 53.76 | 276.51 | 208.07 |

| Profit After Tax | 44.09 | 177.96 | 163.35 |

| EPS (₹) | 1.55 | 6.25 | 5.74 |

Segment Performance Analysis

Revenue by Geography (₹ in Crores)

  • India: ₹3,924.46 crore (98.2% of total segment revenue)
  • Mexico: ₹89.28 crore (2.2% of total segment revenue)
  • Others: ₹0.90 crore (0.02% of total segment revenue)
  • Total Segment Revenue: ₹4,014.64 crore
  • Inter-segment Sales: ₹(68.40) crore
  • Income from Operations: ₹3,946.24 crore

Segment Results (Profit/Loss before Finance Costs, Exceptional Items & Tax)

  • India: ₹187.61 crore profit
  • Mexico: ₹(45.83) crore loss
  • Others: ₹0.21 crore profit
  • Total Segment Results: ₹141.99 crore

Capital Employed (Segment Assets - Segment Liabilities)

  • India: ₹4,914.94 crore
  • Mexico: ₹1,150.50 crore
  • Others: ₹70.76 crore
  • Total Capital Employed: ₹6,136.20 crore

Standalone Financial Performance (₹ in Crores)

  • Operating Profit (PBIDT): ₹293.03 crore
  • Profit Before Tax: ₹97.52 crore
  • Profit After Tax: ₹72.54 crore

Exceptional Items Breakdown

For the quarter ended 30th June 2026, exceptional items include:

  • Foreign exchange gain of ₹17.91 crores (consolidated) / ₹12.02 crores (standalone)
  • VRS expense of ₹4.31 crores
  • Stamp duty expense of ₹2.75 crores pursuant to the Scheme of Amalgamation of Cavendish Industries Ltd (CIL) with the Company

Operational Challenges

The operations at JK Tornel, Mexico were impacted during the quarter due to:

  • Ongoing geopolitical disruptions resulting in constrained availability of key inputs
  • Productivity enhancement negotiations with workers resulting in industrial relations issues (since resolved)

Management Commentary

Dr. Raghupati Singhania, Chairman & Managing Director, stated:

  • Consolidated turnover of ₹3,956 Crore supported by strong demand momentum
  • Domestic volumes grew 25% YoY across replacement (12%) and OE markets (42%)
  • Raw material prices increased sharply due to West Asia crisis, impacting gross and operating margins
  • Approximately 70% of tyre industry raw materials are petro-based, making it vulnerable to oil price movements
  • Company aims for double-digit revenue growth in FY27 with improved profitability through strategic expansions

Corporate Developments

  • Scheme of Amalgamation of Cavendish Industries Ltd (CIL) with the Company effective from 22nd December 2025 (appointed date 1st April 2025)
  • Comparative financial information for quarter ended 30th June 2025 has been restated to give effect to the Scheme
  • Company adjudged 'Best in Class' ESG rating for the 3rd consecutive year
  • Recognized as 'One of the Best Workplaces in the Auto and Auto Components Industry' 2026

Audit and Compliance

  • Results reviewed by Audit Committee on 6th August 2026
  • Approved by Board of Directors on 7th August 2026 at Udaipur
  • Limited Review conducted by Lodha & Co LLP, Chartered Accountants
  • Financial results include 8 subsidiaries (incorporated outside India) not reviewed by the auditors, representing total revenue of ₹146.94 Crores and net loss of ₹(33.53) Crores

Capital Structure

  • Paid-up Equity Share Capital: ₹57.66 crore (Face Value: ₹2 per share)
  • Other Equity excluding Revaluation Reserve: ₹6,003.16 crore