15 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 |
7-8 May |
14-15 May |
Change |
|
Bridgestone Corp. |
Yen3,306 |
Yen3,420 |
+3.5% |
|
Goodyear |
$7.30 |
$5.81 |
-20.4% |
|
Hankook |
KRW64,700 |
KRW61,800 |
-4.5% |
|
Michelin |
€32.35 |
€31.94 |
-1.3% |
|
Nokian Tyres |
€10.84 |
€10.50 |
-3.2% |
|
Pirelli |
€6.25 |
€6.24 |
-0.2% |
|
Sumitomo Rubber (SRI) |
Yen2,078 |
Yen2,017 |
-2.9% |
|
Yokohama Rubber (YRC) |
Yen6,400 |
Yen6,474 |
+1.2% |
|
ZC Rubber |
CNY48.52 |
CNY47.40 |
-2.3% |
Selected rubber product manufacturers’ share-price trends
|
Company |
7-8 May |
14-15 May |
Change |
|
Avon Technologies |
£17.10 |
£15.42 |
-9.8% |
|
Cooper-Standard |
$30.69 |
$29.08 |
-5.3% |
|
Datwyler |
CHF171.00 |
CHF165.40 |
-3.3% |
|
Hexpol |
SEK75.90 |
SEK74.40 |
-2.0% |
|
Sanok Rubber |
PLN21.80 |
PLN21.50 |
-1.4% |
|
Semperit |
€15.00 |
€15.00 |
0.0 % |
|
Trelleborg |
SEK401.20 |
SEK392.00 |
-2.3% |
MATERIALS
Natural rubber
The Rubber Trade Association Europe (RTAE) reported that prices for benchmark natural rubber grade TSR 20 had “very gradually risen over the past four months” by about 18% – or 30 €cents/kg. (See chart above)
NR futures ended the first trading week of May higher across all major exchanges, reaching “multi-year highs” amid ongoing supply tightness, according to Japan Exchange Group. Furthermore, the deadlock in the Middle East kept crude oil prices elevated, raising concerns about inflationary pressures, said JPX. Chinese commodity funds and speculators added fresh long positions after the Labour Day holidays, supported by expectations around growth in demand for EVs, linked partly to rising global fuel prices.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 1/5/26 |
Week to 8/5/26 |
% Change |
|
Osaka |
RSS3 |
Sept ‘26 |
406.9 (JPY) |
411.2 (JPY) |
+1.1% |
|
SHFE |
SCR/RSS |
Sept ‘26 |
17,495 (CNY) |
17,895 (CNY) |
+2.3% |
|
INE |
TSR |
Sept ’26 |
14,760 (CNY) |
15,355 (CNY) |
+4.0% |
|
SICOM |
TSR20 |
Sept ‘26 |
214.3 (US$c) |
219.6 (US$c) |
+2.5% |
|
SHFE |
BR |
July ‘26 |
16,420 (CNY) |
15,665 (CNY) |
-4.6 % |
(ERJ calculation for selected futures pricing, as tracked by JPX)
BUSINESS
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Semperit |
Q1/26 |
€163.7m |
+7.9% |
€26.8m3 |
+141% |
|
Zeon Corp. Elastomer |
fFY26 (to 31/3) |
Yen223.7bn |
-5.4% |
Yen11.7bn1 (€63m) |
+7% |
|
Cooper Standard |
Q1/26 |
$686.4m (€582m) |
+2.9% |
$51.0m3 (adjusted) |
-13% |
|
BKT |
fFY/26 (to 31/3) |
INR106.6bn (€950m) |
~0% |
INR24.2bn2 |
-10% |
|
Pyrum Innovations |
Q1/26 |
€4.1m |
~100% |
-€8.7m2 |
~0% |
|
Cabot Rubber Reinforcement |
Q1/26 |
$544m |
-8.4% |
$93m2 |
-29% |
|
Continental Tire |
Q1/26 |
€3.253bn |
-4.7% |
€467m2 adjusted |
+2.2% |
|
ContiTech |
Q1/26 |
€1,159m |
-24.4% |
$92m2 adjusted |
+17.9% |
|
Goodyear |
Q1/26 |
$3.9bn |
-8.7% |
$95m1 |
-51.3% |
|
Hexpol |
Q1/26 |
SEK4.8bn (€440m) |
-11% |
SEK701m2 |
-16% |
|
Michelin |
Q1/26 |
€6.17bn |
-5.4% |
n/s |
n/s |
|
Metso |
Q1/26 |
€1.25bn |
+3% |
€165m1 |
-2% |
|
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% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
13 May |
Linglong Tire |
Terminated plans for new tire plant |
Tongchuan, Shaanxi, China |
(€800m) |
Announced 2021: capacity to produce 15.2m/yr radial tires and 500k/yr retreads |
|
8 May |
Toyoda Gosei |
Invest in high growth areas |
Including N America, India, and Brazii |
Yen72bn (€390m) |
Also reforms of Chinese operaions |
|
7 May |
Pirelli |
Plans to start producing ‘cyber tire’ |
Rome, Georgia |
n/s |
US expansion |
|
6 May |
Service Long March Tyres |
IPO to part finance new PCR tire plant |
Pakistan |
PKR22.5bn |
Phase I capacity of 2m units/yr rising to 3m units/yr by 2030 / |
|
5 May |
Linglong Tire |
New tire manufacturing site |
Borg El Arab, Egypt |
$2bn (€1.7bn) |
In talks with Egyptian govt. |
|
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 |
MARKETS
Passenger car and light truck (PC/LT) tire imports into the EU27 and UK fell sharply in the opening months of 2026 as imports from China almost halved amid EU anti-dumping moves, new Tyres Europe data shows. (ERJ report)
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