Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

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>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?

CEO, Helixtap

Farah Miller

<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

<ul>
<li>Brent crude prices have fallen below $70 per barrel, driven by rising non-OPEC supply, weak global demand, and geopolitical shifts, easing inflationary pressures in oil-importing economies like India.</li>
<li>Lower crude prices benefit OMCs, paints, tyres, and aviation, boosting margins, while upstream oil producers and government revenue face pressure, creating a mixed impact on India's economy.</li>
<li>Oil prices may remain range-bound in the mid-$60s to $70s, with OPEC+ production strategies, global demand trends, and geopolitical risks shaping future market movements.</li>
</ul>


Brent crude prices have fallen below $70 per barrel, driven by rising non-OPEC supply, weak global demand, and geopolitical shifts, easing inflationary pressures in oil-importing economies like India.
Lower crude prices benefit OMCs, paints, tyres, and aviation, boosting margins, while upstream oil producers and government revenue face pressure, creating a mixed impact on India's economy.
Oil prices may remain range-bound in the mid-$60s to $70s, with OPEC+ production strategies, global demand trends, and geopolitical risks shaping future market movements.


How Is the Decline in Oil Prices Reshaping India’s Economy?

<ul><li>CEAT buys Off-Highway Tires (OHT) business and Camso brand for US$225 million</li><li>CEAT to access 40 global OEMs and a vast network of OHT distributors</li><li>Michelin expands Chennai TBR tire plant, spending US$66 million</li></ul>

CEAT buys Off-Highway Tires (OHT) business and Camso brand for US$225 millionCEAT to access 40 global OEMs and a vast network of OHT distributorsMichelin expands Chennai TBR tire plant, spending US$66 million

[Tire Market] CEAT Acquires Michelin Arm As Latter Enters SUV Tire Market In India

India

Ceat Ltd. manufactures vehicle tires.  The Company produces cross-ply and radial tires for automobiles, construction equipment, scooters and motorcycles. Ceat also manufactures tubes and flaps.  The Company exports its products to many companies around the world.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Ceat Ltd (CEAT IN)

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

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

How Is the Decline in Oil Prices Reshaping India’s Economy?

Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...

Nimish Maheshwari

[Tire Market] CEAT Acquires Michelin Arm As Latter Enters SUV Tire Market In India

Indian tire major CEAT, which is ranked fourth behind the other Indian majors MRF, Apollo, and JK Tyres, in terms of revenue, has announced a...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

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

How Is the Decline in Oil Prices Reshaping India’s Economy?

​Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...

Nimish Maheshwari

[Tire Market] CEAT Acquires Michelin Arm As Latter Enters SUV Tire Market In India

Indian tire major CEAT, which is ranked fourth behind the other Indian majors MRF, Apollo, and JK Tyres, in terms of revenue, has announced a...

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...

Falling Brent crude prices below $70/barrel benefit Indian economy through easing inflation, boosting certain industries, but pose challenges for...