13 Feb 2026
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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 |
5-6 Feb |
12-13 Feb |
Change |
|
Bridgestone Corp. |
Yen3,671 |
Yen3,754 |
+2.3% |
|
Goodyear |
US$10.22 |
US$9.78 |
-4.3% |
|
Hankook |
KRW66,600 |
KRW73,500 |
+10.4% |
|
Michelin |
€32.99 |
€33.99 |
+3.0% |
|
Nokian Tyres |
€10.90 |
€11.38 |
+4.4% |
|
Pirelli |
€6.40 |
€6.52 |
+1.9% |
|
Sumitomo Rubber (SRI) |
Yen2,632 |
Yen2,615 |
-0.7% |
|
Yokohama Rubber (YRC) |
Yen6,452 |
Yen6,877 |
+6.6% |
|
ZC Rubber |
CNY55.69 |
CNY54.82 |
-1.6% |
Selected rubber product manufacturers’ share-price trends
|
Company |
5-6 Feb |
12-13 Feb |
Change |
|
Avon Technologies |
£16.74 |
£16.78 |
+0.2% |
|
Cooper-Standard |
$34.64 |
$35.39 |
+2.2% |
|
Datwyler |
CHF166.40 |
CHF165.40 |
-0.6% |
|
Hexpol |
SEK75.55 |
SEK76.80 |
+1.7% |
|
Sanok Rubber |
PLN23.00 |
PLN23.10 |
+0.4% |
|
Semperit |
€12.76 |
€13.36 |
+4.5% |
|
Trelleborg |
SEK387.70 |
SEK396.60 |
+2.3% |
MATERIALS
Natural rubber
NR futures ended the first trading week of February "mixed," with prices on Japan’s Osaka Exchange (OSE) closing higher week-on-week, according to Japan Exchange Group. In its weekly review, JPX said market sentiment was shaped by "heightened volatility" across commodity markets. “Speculative selling and long liquidation followed heightened volatility and sharp price swings in precious metals, particularly gold and silver.” Open interest, it noted, "fell sharply" across all exchanges, indicating that traders closed long positions after the recent price rally.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 30/01/26 |
Week to 6/02/26 |
% Change |
|
Osaka |
RSS3 |
May‘26 |
330.2 (JPY) |
341.1 (JPY) |
+3.3% |
|
SHFE |
SCR/RSS |
May‘26 |
16,600 (CNY) |
16,110 (CNY) |
-3.0% |
|
INE |
TSR |
May‘26 |
13,430 (CNY) |
13,125 (CNY) |
-2.3% |
|
SICOM |
TSR20 |
May‘26 |
189.5 (US$c) |
187.5 (US$c) |
-1.1% |
|
SHFE |
BR |
Mar‘26 |
13,570 (CNY) |
12,825 (CNY) |
-5.5% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Group Michelin |
FY/25 |
€25,992m |
-4.4% |
€2,719m1 |
-19.5% |
|
Hankook Tyres |
Q4/25 |
KRW2.7trn |
+8.8% |
KRW485bn1 |
+2.5% |
|
Hankook Tyres |
FY/25 |
KRW10.3trn |
+9.6% |
KRW1.7trn |
-4.5% |
|
Apollo Tyres |
fQ3/26 |
INR77.4bn |
+12% |
INR11.9bn1 |
+25% |
|
Apollo Tyres |
fQ1-3/26 |
INR211bn |
+7% |
INR30bn1 |
+12% |
|
Denka Elastomer & Infrastructure (E&I) |
fQ3/26 |
Yen23bn |
-18% |
Yen1.1bn profit1 |
vs Yen2.6bn loss |
|
Denka (E&I) |
fQ1-3/26 |
Yen72.8bn |
-14% |
Yen2.3bn loss1 |
vs Yen5.7bn |
|
Nokian Tyres |
Q4/25 |
€416m |
-0.8% |
€51m1 |
42% |
|
Nokian Tyres |
FY/25 |
€1.37bn |
+6.5% |
€91.3m |
+28% |
|
Goodyear |
Q4/25 |
$4.9 bn |
~0% |
$416m1 |
+9% |
|
Goodyear |
FY/25 |
$18.3bn (€15.3bn) |
-3% |
$1.1 bn1 |
-15% |
|
Cabot Reinforcement materials |
fQ1/’26 (to 31 Dec ‘25) |
$520m |
-14.9% |
$121m6 |
-18% |
|
Wacker Silicones |
FY/25 |
€2.73bn |
-3% |
€335m6 |
-2% |
|
Zeon Elastomers |
fQ3 (to 31 Dec) |
Yen55.4bn |
-4.2% |
Yen2.9bn1 (€15.6m) |
0.0% |
|
Zeon Elastomers |
fQ1-3 (to 31 Dec) |
Yen1,68bn |
-5.6% |
Yen94bn1 |
+5.6% |
|
Nexen Tire |
Q4/25 |
KRW833bn |
+19.4% |
KRW40.5bn1 |
+161.7% |
|
Nexen Tire |
FY/25 |
KRW3.19trn (€1.85bn) |
+12% |
KRW170.3bn1 |
-1.1% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
12 Feb |
Evonik |
Raise OH-terminated polybutadiene capacity |
Marl, Germany and Shanghai, China |
n/s |
Expansion Marl, new Asia facility |
|
12 Feb |
V-KETI (Vietnam-Cambodia) |
Rubber processing plant |
Kratie, Cambodia |
n/s |
Process up to 15ktpa local NR |
|
12 Feb |
Covestro |
Expand TDI capacity 20% |
Shanghai, China |
n/s |
Debottleneck to reach 370ktpa |
|
11 Feb |
Birla Carbon |
Sustainable carbon black line |
Trecate, Italy |
n/s |
Line start-up |
|
6 Feb |
Zhejiang Henghe Industrial |
Elastomer materials and additives |
Nanjing, China |
Yuan1bn+ (€122m+) |
Leverage tire resin technologies
|
|
29 Jan |
Solvay |
"Europe's first" bio-circular silica plant |
Livorno, Italy |
n/s |
Inaugurated HDS facility |
|
29 Jan |
Toyo Tires |
New Innovation centre at tire plant |
Indija, Serbia |
n/s |
Selected HF as partner for eng services, mixing tech |
|
29 Jan |
Circtec |
Phase I of ELT pyrolysis plant |
Delfzijl, Netherlands |
n/s |
Inaugurated 50ktpa unit |
|
27 Jan |
Prinx Chengshan |
Produced first OTR ‘giant’ tire |
Rongcheng City, China |
n/s |
1.8t tire for extra-large mining trucks |
|
26 Jan |
Michelin |
Phase II expansion project |
Minhang Development Zone, Shanghai, China |
n/s |
Started production |
|
26 Jan |
Ceat Ltd |
Expansion plan |
Chennai, India |
INR13bn (€120m) |
Add capacity for prod’n of 3.5m car tires |
|
26 Jan |
Ceat Ltd |
Expansion plan |
Nagpur, India |
INR4bn |
Up capacity ~30% to 35m /yr mainly 2- and 3-wheeler tires |
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