Rubber & tire industry in numbers
24 Oct 2025
Review of the key figures and data to emerge over the last seven days from leading players worldwide
SHARE PRICES
Selected tire manufacturers’ share-price trends
|
Company |
16-17 Oct |
23-24 Oct |
Change |
|
Bridgestone |
Yen6,562 |
Yen6,785 |
+4.0% |
|
Goodyear |
$6.71 |
$7.04 |
+4.9% |
|
Hankook |
KRW41,450 |
KRW44,650 |
+7.7% |
|
Michelin |
€26.84 |
€27.43 |
+2.2% |
|
Nokian Tyres |
€7.64 |
€8.39 |
+9.8% |
|
Pirelli |
€5.82 |
€6.10 |
+4.8% |
|
Sumitomo (SRI) |
Yen1,776 |
Yen1,862 |
+4.8% |
|
ZC Rubber |
CNY49.00 |
CNY53.00 |
+8.2% |
Selected rubber product manufacturers’ share-price trends
|
Company |
16-17 Oct |
23-24 Oct |
Change |
|
Avon Technologies |
£19.40 |
£19.00 |
-2.1% |
|
Cooper-Standard |
$33.07 |
$36.52 |
+10.4% |
|
Datwyler |
CHF145.00 |
CHF145.80 |
+0.6% |
|
Hexpol |
SEK82.00 |
SEK81.90 |
-0.1% |
|
Semperit |
€12.72 |
€13.20 |
+3.8% |
|
Trelleborg |
SEK359.00 |
SEK374.30 |
+4.3% |
MATERIALS
Natural rubber
TSR 20 prices (see chart above) continued to remain range-bound in September, showing “little sign of significant fluctuation,” reported the Rubber Trade Association of Europe (RTAE). Prices stayed in a narrow 4 €cent/kg band as the return from the European holiday summer season had no perceptible influence on physical demand. With reports of reduced auto production among the majors in Germany and the UK, the outlook for tire and rubber demand remained weak.RTAE noted that the US and China economies have been “healthier though not predominantly in the auto sector.”
NR futures fell across major Far East exchanges amid rising supply and persistent weakness in China’s economy, Japan Exchange Group (JPX) reported. All major markets closed lower for the trading week ended 17 Oct, with sentiment dampened by “full-scale production” in ASEAN countries, concerns over China’s economic slowdown, and subdued global tire demand. Improved weather conditions in producing regions will support “steady output” into the fourth quarter, prompting speculators to rebuild short positions, said JPX.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 10/10/25 |
Week to 17/10/25 |
% Change |
|
Osaka |
RSS3 |
Jan‘26 |
312.4 (JPY) |
305.5 (JPY) |
-2.2% |
|
SHFE |
SCR/RSS |
Jan‘26 |
15,360 (CNY) |
14,810 (CNY) |
-3.6% |
|
INE |
TSR |
Jan‘26 |
12,400 (CNY) |
12,215 (CNY) |
-1.5% |
|
SICOM |
TSR20 |
Jan‘26 |
170.2 (US$c) |
167.9 (US$c) |
-1.4% |
|
SHFE |
BR |
Dec‘25 |
11,200 (CNY) |
10,915 (CNY) |
-2.6% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
22 Oct |
Bridgestone, Eneos |
7.5ktpa tire pyrolysis pilot plant |
Seki City, Gifu, Japan |
n/s |
Ground-breaking, set for start-up in 2027 |
|
22 Oct |
Hetron |
Second TPEE elastomers plant |
n/s (Company is based in Jiangyin City) |
n/s |
Raise capacity from 22ktpa to 50ktpa |
|
21 Oct |
ContiTech |
New US compounding centre |
Mount Pleasant, Iowa |
$85m |
Located at hose and belt plant |
|
17 Oct |
Cenway |
70ktpa butyl rubber expansion |
Jiaxing, China |
Yuan170m |
Launches consultation |
|
16 Oct |
Luxi Chemical Group |
Proposed 100ktpa ‘deep-processing’ project for silicones |
Liaocheng, China |
n/s |
First environmental impact report notice issued 15 Sept |
|
16 Oct |
Aeolus Tyre |
Giant tire 20k units/yr expansion |
Jiaozuo City, China |
n/s |
First eng. tire roll-out at site changing capacity from 130k OTR, 1.2m truck to 261k OTR, 200k truck tires/yr |
|
10 Oct |
Yokohama Rubber |
Car tire plant |
Hangzhou, China |
€460m |
Set for operation by Dec 2025 |
|
7 Oct |
Toyo Tires |
R&D Centre |
Indija, Serbia |
n/s |
Start up planned for January 2027 |
|
7 Oct |
Wanli Tire |
Auto parts lab |
China |
n/s |
Strengthen R&D, testing capabilities in tire technology |
|
6 Oct |
Sibur |
Neodymium catalysts expansion |
Nizhnekamsk, Russia |
n/s |
Increases capacity by 28% to 485 t/year |
BUSINESS
Michelin posted a 4.4% year-on-year decline in sales for Q1-3/2525 / Revenue for the first three quarters came in at €19,275m, down from €20,171m Q1-3/24. decline to a 5.5% year-on-year drop in volumes (€1.2 million), with a “significant” fall in OE demand across all segments and accounting for nearly 80% of the lost volumes.
Continental Tires posted Q3 sales of €3.5bn, matching analyst expectations, while the adjusted earnings margin rose to 14.3% from a consensus of 13%, as a positive price/mix and strong winter tire sales effect helped offset weaker volumes, exchange rate pressures and tariffs.
ContiTech reported Q3 sales of €1.5bn with an adjusted EBIT margin of 6.6%, outperforming the consensus estimate of 4.6%. The result was linked to one-time effects linked to restructuring and transformation measures introduced in response to continued weak industrial demand.
India’s Ceat Ltd posted fiscal Q2 sales up 14.2% year-on-year to INR37.7bn (€370m) and earnings (EBITDA) up 39% to INR5.1bn. Sales grew on “healthy volume growth, led by OEM and international business segments.”
M&A and Restructuring
Roverto, Italy-based tire machinery maker Marangoni Meccanica SpA filed for liquidation 23 Sept, marking the formal end of the company’s earlier attempt to restructure its debt.
Milan, Italy-based Coim SpA is to acquire the Indian firm Manali Petrochemicals UK polyurethane elastomer operations Notedome – a Coventry-based systems company specialising in cast elastomers.
