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New Delhi, November 2025 — One of India’s largest tyre players, JK Tyre & Industries is lining up a huge fresh investment. The company is planning to spend about INR 5,000 crore over the next five to six years. This move is aimed at expanding the tyre maker’s production capacity and strengthening its export portfolio. The company says this is part of its longer roadmap to stay competitive and relevant as global demand shifts and technology requirements keep rising.
The plan comes just as its earlier capex cycle of roughly around INR 4,000 crore is nearly wrapped up. Chairman & MD Raghupati Singhania said the new investment will be split across scaling existing plants and adding new lines, specially for passenger-vehicle and truck/bus radials. These are the two categories where JK Tyre expects the strongest momentum.
The Indian tyre maker currently exports to over 110 countries. Its overseas sales contribute about 14% to the total revenue. Singhania admitted that the U.S. tariff environment has been tricky, but the company has partly cushioned the impact through its tyre production facility in Mexico (US’s neighbour). “Quite a bit of our U.S. shipments now happen from there,” he said, noting that demand from some other regions has also picked up.
On the domestic side, JK Tyre is cautious but yet optimistic. Passenger-car volumes — specially in the small and compact segments — have begun to recover, and the company expects the tyre industry to grow around 5–7% this fiscal year. “We should do a bit better than the market,” Singhania added, though he acknowledged that commodity costs and regulatory shifts still pose great challenges.
For tyre industry watchers, this investment signals a broader pattern: large Indian tyre manufacturers are entering another round of capacity building, partly to meet export opportunities and partly because OEMs are pushing for better high-performance tyres. With this kind of spend, suppliers of machinery, automation systems, rubber chemicals, and testing equipment could also see a small upswing in orders over the next few quarters.
What remains unclear, at least for now, is how fast the new lines will come onstream and how the company plans to balance domestic demand with global priorities. But the intent is very clear. JK Tyre wants to position itself more aggressively in premium and export-driven segments.
If the company executes well, this capex cycle could meaningfully shift its cost structure, scale and product mix over the next decade. But like always in this industry, the real test will be in the timing: when capacity lands, how demand shapes up, and whether the global tariff landscape becomes easier or even more complicated.
