1 May 2026
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 |
23-24 April |
30 Apr-1 May |
Change |
|
Bridgestone Corp. |
Yen3,313 |
Yen3,265 |
-1.5% |
|
Goodyear |
US$7.09 |
US$7.05 |
-0.6% |
|
Hankook |
KRW64,200 |
KRW59,200 |
-7.8% |
|
Michelin |
€31.83 |
€30.62 |
-3.8% |
|
Nokian Tyres |
€10.31 |
€10.37 |
+0.6% |
|
Pirelli |
€5.92 |
€5.85 |
-1.2% |
|
Sumitomo Rubber (SRI) |
Yen2,020 |
Yen2,020 |
-0.0% |
|
Yokohama Rubber (YRC) |
Yen6,410 |
Yen6,297 |
-1.8% |
|
ZC Rubber |
CNY48.73 |
CNY48.94 |
-0.4% |
Selected rubber product manufacturers’ share-price trends
|
Company |
23-24 April |
30 Apr-1 May |
Change |
|
Avon Technologies |
£16.96 |
£17.20 |
+1.4% |
|
Cooper-Standard |
$31.33 |
$29.00 |
-7.4% |
|
Datwyler |
CHF151.00 |
CHF156.80 |
+3.8% |
|
Hexpol |
SEK80.50 |
SEK75.15 |
-6.7% |
|
Sanok Rubber |
PLN21.80 |
PLN22.00 |
+0.9% |
|
Semperit |
€14.90 |
€14.95 |
+0.3 % |
|
Trelleborg |
SEK395.40 |
SEK374.80 |
-5.2% |
MATERIALS
Natural rubber
NR futures have gained across major exchanges as commodity funds and speculators appeared to build long positions. Stronger crude oil prices and the ongoing stalemate in the Middle East conflict also supported "bullish sentiment" during the week ended 24 April, reported Japan Exchange Group. The “tail end” of the wintering season in Thailand contributed to supply tightness, prompting "aggressive speculative buying" in futures markets. According to JPX, speculative funds are estimated to have purchased more than 300kt of rubber futures contracts across Shanghai’s SHFE and INE markets. Prices closed "at their highest level in two years and are likely to remain supported in the near term."
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 17/04/26 |
Week to 24/04/26 |
% Change |
|
Osaka |
RSS3 |
Sept ‘26 |
387.5 (JPY) |
396.3 (JPY) |
+2.3% |
|
SHFE |
SCR/RSS |
Sept ‘26 |
16,610 (CNY) |
17,150 (CNY) |
+2.3% |
|
INE |
TSR |
Sept ’26 |
13,840 (CNY) |
14,400 (CNY) |
+4.1% |
|
SICOM |
TSR20 |
May ‘26 |
200.5 (US$c) |
209.0 (US$c) |
+4.2% |
|
SHFE |
BR |
July ‘26 |
15,540 (CNY) |
15,770 (CNY) |
+1.5% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Nexen Tire |
Q1/26 |
KRW838bn (€484m) |
+8.7% |
KRW116.4bn3 |
+17% |
|
Reka Industrial |
Q1/26 |
€8.5m |
+7.5% |
€600k3 |
+20% |
|
Trelleborg AB |
Q1/26 |
SEK8,606m |
-3% |
SEK1,586m3 |
-2% |
|
Nokian Tyres |
Q1/26 |
€279.6m |
+3.8% |
€30m3 |
+140.0% |
|
Semperit AG |
Q1/26 (forecast) |
n/s |
n/s |
€26m3 |
+136.4% |
|
Akwel |
FY/25 |
€938.3m |
-5.1% |
€36.7m3 |
-58% |
|
Prinx Chengshan |
FY/25 |
Yuan11.8bn (€1.5bn) |
+7.6% |
Yuan1.1bn5 |
-17.1% |
|
Mesnac |
FY/25 |
Yuan8.32bn (€1bn) |
+16% |
Yuan403.1m5 |
-20% |
|
Sri Trang Agro-Industry |
FY/25 |
THB113.48bn (€3bn) |
-0.8% |
THB4,049m3 |
~ -50% |
|
Top Glove |
fH1/26 (to 28 Feb 26 |
RM1.9bn (€420m) |
+7% |
RM69m (PATAMI) |
+92% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
|
|
|
|
|
|
|
27 April |
Daikin Chemicals |
New FFKM plant |
At Kashima, Japan site |
n/s |
Treble 2022 capacity level from 2027 |
|
22 April |
SaarGummi |
Expand manufacturing base |
Chennai, India |
n/s |
Launched new unit with output including EPDM, TPV sealing |
|
21 April |
Sailun Group |
Expand tire production |
Ataqa, Suez, Egypt |
€242m |
Add 6m/yr PCR and 1.05m/yr TBR capacity |
|
16 April |
Nocil Ltd |
Commissioned new rubber chemicals facility |
Dahej, India |
Part of INR2.5bn (€23m) investment programme |
Making TDQ/TMQ anti-degradants for tire and non-tire applications |
|
16 April |
Arlanxeo |
Opened Asian innovation centre |
Changzhou, China |
n/s |
Upgrade to existing regional technical centre |
|
15 Apr |
Trelleborg Sealing Solutions |
To establish new greenfield facility |
Bengaluru, Karnataka, India |
n/s |
To expand capacity in India by 30% by 2027 |
|
10 April |
Cabot Sanmar (JVJ |
Expand the production of fumed silica capacity |
Mettur, India (Existing site) |
INR2.2bn (€20m) |
Broke ground on project, due on-stream Q4/27 |
|
9 April |
Nemus Materials, part of Black Donuts |
Scale up production of bio-based fillers |
Kotka, Finland |
n/s |
Based on 80–87% natural rubber, 13–20% microfibrillated cellulose |
|
9 April |
Shandong Yanggu-Huatai Chemical |
New 30ktpa rubber additives plant |
Rayong, Thailand |
Yuan273m (€35m) |
Started up phase I – 10ktpa |
|
8 April |
ContiTech |
New compounding centre |
Mount Pleasant, Iowa |
$85m (€73m) |
Support hose & belt businesses |
|
7 April |
ZC Rubber |
Approved plan to build new tire plan |
Ho Chi Minh City, Vietnam |
Yuan1.04bn (€130m) |
5m/yr radial passenger car tires |
|
1 April |
Shoujia Technology |
Steel tire cord plant |
Romania |
n/s |
Secured Romanian government support |
MARKETS
China has seen its month-on-month improvement in tire exports in the month of March, but figures remain below prior-year levels in terms of both value and volume. In March, China exported 800,000 tonnes of rubber tires, up 70,000 tonnes from the previous month but down 6.9% year-on-year, according to official data by the General Administration of Customs. (ERJ report)
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