Analysts/Institutional Investor Meet/Con. Call Updates

JKTIL:SECTL:SE:2026 Date: 30thO ctober2 026 BSE Ltd National Stock Exchange of India Ltd Phiroze JeejeebhoyT owers, Exchange Plaza, C -1, Block-G, DalaI Street. Bandra – Kurla Complex, Mumbai- 400 001 Bandra (E), Mumbai– 400 051 Scrip Code: 530007 Symbol: JKTYRE Dear Sir Re Transcript of Results/Earnings Conference Call held on 26tFO' ctober 2026 - Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Further to our letter dated 21;' October 2026 re. Intimation of Schedule of Results Conference Call, we enclose herewith the transcript of the Quarter 2, financial year 2026-27 Results/Earnings Conference Call (Group Conference Call) held on 26th October 2026, which is also available on the website of the Company at the following link:- https://jktyre. com/investor/investor-presentations Thanking you, Yours faithfully For JK Tyre & Industries Ltd (Kamal Kumar Manik) p';"“="''';'’ Encl: As Above Admin. aff.: 3, Bahadur Shah Zafar Marg, New Delhi.110 002, Phone: 91.11-66001112,6 6001122 Regd. Off.: Jaykaygram, PO ' Tyre Factory, Kankroli . 313 342 (Rajasthan). Fax : 02952.232018, Ph. : 02952.233400 / 233000 VIKRANT Website : www.jktyre.com CIN : L67120RJ1951 PLC045966 “JK Tyre & Industries Limited Q2 FY27 Earnings Conference Call” October 26, 2026 MANAGEMENT: MR. ANSHUMAN SINGHANIA – MANAGING DIRECTOR – JK TYRE & INDUSTRIES LIMITED MR. ARUN BAJORIA – DIRECTOR & PRESIDENT (INTERNATIONAL) – JK TYRE & INDUSTRIES LIMITED MR. MANDAR DEO – PRESIDENT (INDIA) – JK TYRE & INDUSTRIES LIMITED MR. A. K. KINRA – FINANCIAL ADVISOR – JK TYRE & INDUSTRIES LIMITED MR. SANJEEV AGGARWAL – CHIEF FINANCIAL OFFICER – JK TYRE & INDUSTRIES LIMITED MODERATOR: MR. CHIRAG JAIN – EMKAY GLOBAL FINANCIAL SERVICES LIMITED Page 1 of 11 JK Tyre & Industries Limited October 26, 2026 Moderator: Ladies and gentlemen, good day, and welcome to JK Tyre & Industries Limited Q2 FY27 Conference Call hosted by Emkay Global Financial Services Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand over to Mr. Chirag Jain from Emkay Global Financial Services Limited. Thank you, and over to you, sir. Chirag Jain: Thank you, Ana. Good evening, everyone. On behalf of Emkay Global Financial Services, I welcome you all to the Q2FY27 Earnings Conference Call of JK Tyre & Industries Limited. Today from the management team, we have with us Mr. Anshuman Singhania, Managing Director; Mr. Arun K. Bajoria, Director & President (International); Mr. Mandar Deo, President (India); Mr. A.K. Kinra, Financial Adviser; and Mr. Sanjeev Aggarwal, Chief Financial Officer. I will now hand over the call to the management team for their opening remarks, post which we will open the floor for Q&A. Over to you, sir. Anshuman Singhania: I welcome you all to the JK Tyre Q2 FY27 Earnings Conference Call. I would like to take this opportunity to wish you and the family a very Happy Deepavali and a festive season. I'm glad to be here today and with me is Dr. Arun K. Bajoria, Director & President (International); Dr. Mandar Deo, President (India); Mr. A K. Kinra, Financial Advisor and Mr. Sanjeev Aggarwal, CFO. Let me start with the macro-economic perspective: Despite supply chain disruptions, high commodity prices and geopolitical uncertainties, Indian economy has outperformed the global economic growth, showing resilience with a real GDP growth of 7.8% in Q1FY27 and an expected 7% plus growth in Q2FY27. This robust growth has been driven by rising domestic consumption, high impetus on infrastructure investments by the government and strong macro-economic fundamentals. Continued strength in the service sector alongside steady manufacturing growth is helping to sustain the growth momentum. However, recent developments around the resurgence of West Asia conflict remains a critical factor, given their implications for India's inflation, external balance and corporate profitability. Overall, India’s economic backdrop remains supportive to growth with GDP forecast for full year FY27 revised upwards to 7.1% from the erstwhile projection of 6.7% by RBI. India’s auto industry is currently passing through a healthy demand cycle with broad-based growth visible across segments and is a good indicator of sustained growth momentum across industries. Policy level support from the government viz. the introduction of GST 2.0, PLI Page 2 of 11 JK Tyre & Industries Limited October 26, 2026 Scheme, Automotive Mission Plan 2026, Vehicle Scrappage policy have played a defining role in accelerating the auto industry's transformation. The Indian auto industry delivered a robust performance in the first half of FY27 including in Q2 as the consumer confidence remained high with CV witnessed a sales growth of 30%, passenger vehicle 26%, 2/3Wheelers 27%, on year-on-year basis. The growth in this quarter came on the back of GST 2.0 reforms, onset of festive season, resilient rural & urban markets and increased freight movement, which is growing consistently at a CAGR of 5-7%. We see that Indian auto industry has a significant long-term growth potential on the back of low vehicle penetration, rising customer aspirations, rapid traction in premiumization. Coming to JK Tyre in Q2FY27, we have achieved our highest-ever turnover of Rs.4,850 crore, up by 20% on a Y-o-Y basis. This performance was broad-based across markets & product segments. India’s business has picked up significant growth momentum post GST 2.0 with an increase in OE sales by 65%, resulting in 32% growth in overall domestic sales on a year-on- year basis. This has been delivered through disciplined execution across markets & segments. The steep increase in the prices of key raw materials due to West-Asia crisis and continued volatility have triggered the inflationary pressures, impacting the profitability margins in the near term. During this quarter, as a result of these headwinds, the average raw material cost has increased by ~9% over the previous quarter, in addition to 22% increase in Q1FY27. However, these cost pressures are being managed through a combination of improvement in product mix, calibrated pricing actions and internal efficiencies. TBR and PCR segments continue to remain the cornerstone of our products strategy with an extremely robust double-digit OE volumes growth of 76% and 35%, respectively, on YoY basis, thereby reinforcing OEMs high confidence & strong interest in JK’s technology and brand positioning. Premiumisation continues to act as a key enabler of sustained earnings growth particularly within the passenger tyre category. At JK Tyre, nearly 30% of passenger line volumes sold in H1 are towards premium SKUs i.e. 16 inch & above tyres. This segment has maintained a high CAGR of nearly 20% over the past 2-3 years, underscoring the shift in consumer preferences. India's transition to electric mobility is accelerating rapidly on the back of strong consumer demand. At JK tyre, electrification continues to drive a meaningful surge in overall volumes sold across segments and in line with this, we are proud to share that our EV volumes have surged by 24% over the previous quarter. I would like to specially mention our leadership position in the electric truck & bus segment. We are delighted to announce that the recently launched MG hector Tomahawk has been introduced on our EV specific tyre viz. Ranger HPe (18 inch size), reinforcing the strong trust placed in us by the leading OEMs. I would like to reiterate that with our diverse range of products, JK Tyre is committed to delivering excellence through its innovative and advanced mobility solutions. Page 3 of 11 JK Tyre & Industries Limited October 26, 2026 In order to strength [Showing first 8,000 characters — download PDF for full document]