Rubber & Tire Industry in Numbers

Company

28-29 May

4-5 June

Change

Bridgestone Corp.

Yen3,392

Yen3,411

           +0.6%

Goodyear

  $6.07

  $5.80

           -4.5%

Hankook

KRW63,000

KRW71,800

           +14.0%

Michelin

€30.75

€31.97

            +4.0%

Nokian Tyres

€10.81

€11.24

            +4.0%

Pirelli

€6.27

€6.04

            -3.7%

Sumitomo Rubber (SRI)

Yen2,034

Yen1,994

            -2.0%

Yokohama Rubber (YRC)

Yen6,938

Yen6,913

            -0.4%

ZC Rubber

CNY46.58

CNY45.97

            -1.3%

Company

28-29 May

4-5 June

Change

Avon Technologies

£17.06

£16.52

        -3.2%

Cooper-Standard

$29.93

$30.08

        +0.5%

Datwyler

CHF159.20

CHF161.80

        +1.6%

Hexpol

SEK73.20

SEK74.65

        +2.0%

Sanok Rubber

PLN21.70

PLN21.70

          0.0%

Semperit

€15.20

€15.30

        +0.7 %

Top Glove

MYR0.78

MYR0.80

        +2.6%

Trelleborg

SEK391.80

SEK418.20

        +6.7%

Exchange

Commodity

Delivery

Week to 22/5/26

Week to 29/5/26

% Change

Osaka

RSS3

Sept ‘26

 400.8 (JPY)

 416.0 (JPY)

  +3.8%

SHFE

SCR/RSS

Sept ‘26

17,350 (CNY)

17,805 (CNY)

   +2.6%

INE

TSR

Sept ’26

14,845 (CNY)

15,415 (CNY)

    +3.8%

SICOM

TSR20

Sept ‘26

217.9 (US$c)

226.8 (US$c)

    +4.1%

SHFE

BR

July ‘26

14,870 (CNY)

14,440 (CNY)

    -2.9%

Company

Period

Sales

YoY change

Earnings

YoY change

Avon Technologies

fH1/26 (to 31/3/26)

GBP160.8m

+6.8%

GBP24.4m¹

(Adjusted)

+39.4%

JK Tyre

fFY/26 (to 31/3/26)

$1,746m

+11%

$222m³

+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

ERJ report

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

ERJ report

Q1/26

Yen38.7bn (€210m)

-0.5%

Yen3.2bn¹

-28.4%

Semperit

(ERJ report)

Q1/26

€163.7m

+7.9%

€26.8m³

+141%

Zeon Corp. Elastomer

(ERJ report)

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%

Reported

Company

Project

Location

Capex

Details

3 June

Mitsui Chemicals

Started up 120ktpa polyolefin elastomers plant

Jurong Island, Singapore

n/s

Limited operating rates due to market conditions

3 June

TVS Srichakra

Expand 21-23m tires/yr 2W plant, 75/85ktpa OHT plant

Vellaripatti, Madurai, Tamil Nadu, India

Up to INR2.2bn (€20m)

2-wheeler plant capacity +5% by H1/f29; OHT +25% by H1/f28

2 June

JK Tyre

Phases expansions

Chennai and Vikrant (TBR) Chennai (PCR), India

About $530m (€454m)

increase group radial tire capacity in India by "around 24% over the next few years…”

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.