29 May 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 |
21-22 May |
28-29 May |
Change |
|
Bridgestone Corp. |
Yen3,327 |
Yen3,392 |
+2.0% |
|
Goodyear |
$5.88 |
$6.07 |
+3.2% |
|
Hankook |
KRW61,800 |
KRW63,000 |
+1.9% |
|
Michelin |
€31.20 |
€30.75 |
-1.4% |
|
Nokian Tyres |
€10.31 |
€10.81 |
+4.9% |
|
Pirelli |
€6.06 |
€6.27 |
+3.5% |
|
Sumitomo Rubber (SRI) |
Yen1,942 |
Yen2,034 |
+4.7% |
|
Yokohama Rubber (YRC) |
Yen6,356 |
Yen6,938 |
-+9.2% |
|
ZC Rubber |
CNY47.29 |
CNY46.58 |
-1.5% |
Selected rubber product manufacturers’ share-price trends
|
Company |
21-22 May |
28-29 May |
Change |
|
Avon Technologies |
£16.60 |
£17.06 |
+2.8% |
|
Cooper-Standard |
$27.37 |
$29.93 |
+9.4% |
|
Datwyler |
CHF157.20 |
CHF159.20 |
+1.3% |
|
Hexpol |
SEK75.30 |
SEK73.20 |
-2.8% |
|
Sanok Rubber |
PLN21.60 |
PLN21.70 |
+0.5% |
|
Semperit |
€15.00 |
€15.20 |
+1.5 % |
|
Top Glove |
MYR0.81 |
MYR0.78 |
-3.7% |
|
Trelleborg |
SEK395.40 |
SEK391.80 |
-0.9% |
MATERIALS
Natural rubber
NR futures closed the week ended 22 May lower across major exchanges amid “profit-taking by commodity funds and long liquidation,” according to Japan Exchange Group. “Weak overseas markets and long liquidation continued to weigh on prices over the past couple of weeks,” it reported. Prices may also come under further pressure with the full resumption of tapping activities in key growing areas following the wintering season, with full-scale production expected in the coming months.
Selected rubber futures price trends on major trading exchanges
(ERJ calculation for selected futures pricing, as tracked by JPX)
|
Exchange |
Commodity |
Delivery |
Week to 15/5/26 |
Week to 22/5/26 |
% Change |
|
Osaka |
RSS3 |
Sept ‘26 |
408.9 (JPY) |
400.8 (JPY) |
-2.0% |
|
SHFE |
SCR/RSS |
Sept ‘26 |
17,600 (CNY) |
17,350 (CNY) |
-2.5% |
|
INE |
TSR |
Sept ’26 |
15,015 (CNY) |
14,845 (CNY) |
-1.1% |
|
SICOM |
TSR20 |
Sept ‘26 |
219.1 (US$c) |
217.9 (US$c) |
-0.6% |
|
SHFE |
BR |
July ‘26 |
15,615 (CNY) |
14,870 (CNY) |
-5.4% |
BUSINESS
Financial results reported over recent weeks
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
JK Tyre |
fFY/26 (to 31 March) |
$1,746m |
+11% |
$222m |
+25% |
|
Fukoku Co. ERJ report |
fFY/26 (to 31 March) |
Yen90bn (€487m) |
+0.4% |
Yen3.8bn1 |
-19.4% |
|
Hankook – Tire business |
Q1/26 |
KRW2.57trn |
+9.3% |
KRW437.5bn1 |
+31% |
|
Toyo Tire Corp. – Group ERJ report |
Q1/26 |
Yen130.9bn (€708m) |
-3.4% |
Yen20.6bn |
-8.1% |
|
Toyo - Tire business |
Q1/26 |
Yen119.3bn |
-3.6% |
Yen20bn |
-8.5% |
|
Sumitomo (SRI) – Group |
Q1/26 |
Yen302bn |
+5.0% |
Yen16.8bn |
+18.8% |
|
Sumitomo (SRI) – Tires |
Q1/26 |
Yen258bn |
+6.3% |
Yen14.8bn |
+35.0% |
|
Denka - Elastomers & Infrastructure |
fFY/25 (To 31/5/26) |
Yen97.5bn (€528m) |
-12.6% |
Yen68m1 |
Vs loss Yen7.9bn |
|
Yokohama Rubber - Group |
Q1/26 |
Yen303.8bn (€1.6bn) |
+10.4% |
Yen44.4bn4 |
+84.6% |
|
Yokohama Rubber- Tires |
Q1/26 |
Yen278.118bn |
+11.1% |
Yen42bn4 |
+91% |
|
Tokai Carbon Carbon blacks |
Q1/26 |
Yen38.7bn (€210m) |
-0.5% |
Yen3.2bn1 |
-28.4% |
|
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% |
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
28 May |
Linglong Tire |
Terminated tire plant project |
Ponta Grossa, Parana, Brazil |
Yuan8.7-bn (€1bn) |
Slated to produce 14.7m units/yr tires |
|
28 May |
Continental |
Completed tire plant expansion |
Rayong, Thailand |
€300m+ |
Added 3m/yr PC/LT tire capacity, 600 jobs / Started local radial motorcycle tire prod’n at site |
|
26 May |
Scandinavian Enviro Systems |
Plans first fully owned full-scale tire pyrolysis plant |
Nordic region |
n/s |
Expected capacity to process 70ktpa+ of scrap tires |
|
21 May |
Huangpu Tire Technology (Inner Mongolia) |
New aviation, speciality tire plant |
Inner Mongolia, China |
Yuan1.2bn (€150m) |
Approval to build unit to make: 80k/yr specialty engineering tires, 15k/yr new aviation tires, 15k/yr retread aviation tires |
|
20 May |
Jiahua Energy Chemical Industry |
New 240ktpa synthetic rubber plant |
Zhejiang province, China |
Yuan1.25bn (€160m) |
Construction planning public notice issued |
|
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, |
MARKETS
Sentury Tire has signalled that orders from European customers have started to recover following disruption caused by the EU’s anti-dumping and anti-subsidy investigation into Chinese tire imports. ERJ report
PCBL Chemical is seeing a recovery in the global rubber carbon black sector after a year of “significant headwinds”, as customers increasingly move away from “just-in-time” inventory models amid supply chain disruption. ERJ report
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