CEO, Helixtap

Farah Miller

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Highlights    • Market shift from premium to mid-tier brands   • Profit vs volume strategy hurting premium brands   • Mid-Tier brands expanding globally There is a lot of uncertainty around the ongoing tire demand and supply situation.</li><li>The first thing to note is that while demand is growing slightly, the distribution of sales between premium tire makers and less well-known brands is changing.</li><li>The transfer of market share away from the premium tire makers is rapid and appears to be accelerating.</li></ul>

Highlights    • Market shift from premium to mid-tier brands   • Profit vs volume strategy hurting premium brands   • Mid-Tier brands expanding globally There is a lot of uncertainty around the ongoing tire demand and supply situation.The first thing to note is that while demand is growing slightly, the distribution of sales between premium tire makers and less well-known brands is changing.The transfer of market share away from the premium tire makers is rapid and appears to be accelerating.

Tire Industry Faces Over Capacity As Mid Range Players Build Factories

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

<ul><li>Tire makers see profit pressure despite revenue gains  </li><li>JK Tyre eyes double-digit growth, expands global footprint  </li><li> CEAT eyes expanding Chennai plant at US$51 million spend  </li></ul>

Tire makers see profit pressure despite revenue gains  JK Tyre eyes double-digit growth, expands global footprint   CEAT eyes expanding Chennai plant at US$51 million spend  

GST Cut Lifts Outlook As Indian Tire Majors Navigate Weak Q1

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India’s tyre market is expected to grow at 6–7% volume CAGR, yet raw material volatility like the 33% rubber price spike in FY24 has squeezed margins across the board.</li>
<li>Managements acknowledge EBITDA margin pressure, but cite strategic inventory, revised capex, and sourcing shifts to mitigate further contraction.</li>
<li>Looking ahead, leaders remain cautiously optimistic, expecting stable RM costs in Q1FY26, export growth at 10–11% CAGR, and EV-related demand to accelerate medium-term recovery.</li>
</ul>


India’s tyre market is expected to grow at 6–7% volume CAGR, yet raw material volatility like the 33% rubber price spike in FY24 has squeezed margins across the board.
Managements acknowledge EBITDA margin pressure, but cite strategic inventory, revised capex, and sourcing shifts to mitigate further contraction.
Looking ahead, leaders remain cautiously optimistic, expecting stable RM costs in Q1FY26, export growth at 10–11% CAGR, and EV-related demand to accelerate medium-term recovery.


Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>38 companies featured insider acquisitions in August 2026. Aggregate transaction value was approximately INR 2 billion — a material step up from July 2026's INR 270 million.</li>
<li>We highlight large and small cap companies that experienced significant insider buying during August 2026, as reported on the stock exchanges.</li>
<li>We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.</li>
</ul>


38 companies featured insider acquisitions in August 2026. Aggregate transaction value was approximately INR 2 billion — a material step up from July 2026's INR 270 million.
We highlight large and small cap companies that experienced significant insider buying during August 2026, as reported on the stock exchanges.
We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.


Insider Activity: Who Bought Their Own Stock in August 2026 ?

<ul>
<li>The tire majors losing volume   </li>
<li>Smaller tire makers gaining prominence   </li>
<li>Most tire majors saw flat or drop in profits</li>
</ul>


The tire majors losing volume   
Smaller tire makers gaining prominence   
Most tire majors saw flat or drop in profits


Annual Tire Company Results Show Pace Of Change

India

CEAT Limited is an Indian multinational tire manufacturing company and the flagship company of the RPG Group. It produces high-performance tires for a wide range of vehicles, including cars, two-wheelers, trucks, buses, light commercial vehicles, and off-highway vehicles, and has a global presence in over 110 countries. The company was established in 1924 in Turin, Italy, and is headquartered in Mumbai, India.

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CEAT (CEAT IN)

Tire Industry Faces Over Capacity As Mid Range Players Build Factories

There is a lot of uncertainty around the ongoing tire demand and supply situation. The first thing to note is that while demand is growing...

Helixtap

GST Cut Lifts Outlook As Indian Tire Majors Navigate Weak Q1

The Indian tire sector sports a bullish outlook for FY 2025-26 (April 1 2025 to March 31 2026) riding on the GST cut effected by the Indian...

Helixtap

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

Nimish Maheshwari

Insider Activity: Who Bought Their Own Stock in August 2026 ?

September 2026 is witnessing an increase in insider buying transactions before the earnings season starts next month. Few notable names coming up...

Sreemant Dudhoria

Annual Tire Company Results Show Pace Of Change

All of the top tire makers have now released their results for the full year 2024, and the data confirms the trends in discussion throughout the...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tire Industry Faces Over Capacity As Mid Range Players Build Factories

There is a lot of uncertainty around the ongoing tire demand and supply situation. The first thing to note is that while demand is growing...

Helixtap

GST Cut Lifts Outlook As Indian Tire Majors Navigate Weak Q1

​​​​​​​The Indian tire sector sports a bullish outlook for FY 2025-26 (April 1 2025 to March 31 2026) riding on the GST cut effected by the Indian...

Helixtap

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

​India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...

Nimish Maheshwari

Insider Activity: Who Bought Their Own Stock in August 2026 ?

September 2026 is witnessing an increase in insider buying transactions before the earnings season starts next month. Few notable names coming up...

Sreemant Dudhoria

Annual Tire Company Results Show Pace Of Change

All of the top tire makers have now released their results for the full year 2024, and the data confirms the trends in discussion throughout the...

Helixtap

The Indian tire sector sports a bullish outlook for FY 2025-26 (April 1 2025 to March 31 2026) riding on the GST cut effected by the Indian...

India's tyre market faces margin squeeze from raw material volatility, but management strategies aim to mitigate contraction and drive growth...