Delhi-based tyre company JK Tyre & Industries sees rural demand revival and the government's infrastructure spending as key drivers supporting sustained tyre demand. Anshuman Singhania, Managing Director of JK Tyre & Industries, said, "The underlying demand has been very good. Rural demand has picked up, and the government's infrastructure push is leading to significant demand generation, especially in the trucking segment. We have also seen a boost in the passenger car segment". He added, "This sentiment, combined with the improvement in rural markets - particularly in the farm and two- and three-wheeler segments - is a strong indicator that the momentum is likely to continue going forward." In the July-September quarter of 2025 (Q2FY26), JK Tyre & Industries reported revenue of Rs. 4,011 crore, margins of 13%, and a profit of Rs. 221 crore.

When asked about the sustainability of these figures, especially with raw material costs beginning to firm up, Singhania confirmed his expectation that margins would remain steady at these levels going forward. "The demand is going to be steady, thanks to the GST and the general sentiment which is picking up in the rural segment. There has been an uptake in the overall automotive industry. So, we are very much hoping that for the full year, H2 should be looking good", he stated. Singhania highlighted that the replacement market has gained strength following the GST-led demand revival and lower dealer inventories, while OEM demand is seeing a broad-based recovery across commercial, passenger, and tractor segments. The domestic business led the growth with a 15% rise in volumes, driven by both the OEM and replacement markets. Replacement demand accounted for about 60% of total sales, while the OEM segment contributed the remaining 40%.