Rubber & Tire Industry in Numbers

Company

16-17 July

23-24 July

Change

Bridgestone Corp.

Yen3,705

Yen3,747

+1.1%

Goodyear

  $7.13

  $7.45

+4.5%

Hankook

KRW73,600

KRW76,700

+4.2%

Michelin

€35.23

€34.92

-0.9%

Nokian Tyres

€13.04

€15.00

+15.0%

Pirelli

€6.87

€6.56

+4.5%

Sumitomo Rubber (SRI)

Yen2,223

Yen2,247

+1.1%

Yokohama Rubber (YRC)

Yen7,700

Yen7,776

+1.0%

ZC Rubber

CNY47.61

CNY49.11

+3.2%

Company

16-17 July

23-24 July

Change

Avon Technologies

£16.72

£17.24

+3.1%

Cooper-Standard

$29.54

$29.00

-1.8%

Datwyler

CHF150.60

CHF143.80

-4.5%

Hexpol

SEK75.55

SEK87.50

+15.8%

Sanok Rubber

PLN21.90

PLN22.40

+2.3%

Semperit

€15.20

€15.20

 0.0%

Top Glove

MYR0.66

MYR0.65

-1.5%

Trelleborg

SEK415.00

SEK417.00

+0.5%

Exchange

Commodity

Delivery

Week to 10/7/26

Week to 17/7/26

% Change

Osaka

RSS3

Sept ‘26

 416.9 (JPY)

 423.0 (JPY)

+1.5%

SHFE

SCR/RSS

Sept ‘26

16,805 (CNY)

16,795 (CNY)

-0.0%

INE

TSR

Sept ’26

14,670 (CNY)

14,570 (CNY)

-0.7%

SICOM

TSR20

Sept ‘26

214.8 (US$c)

213.9 (US$c)

-0.4%

SHFE

BR

Sept ‘26

12,500 (CNY)

13,645 (CNY)

+9. 2%

Company

Period

Sales

YoY change

Earnings

YoY change

Datwyler

H1/26

CHF582.7m

3.5%

CHF75.7m²

9.9%

Doublestar Group

H1/26

forecast

n/s

n/s

Yuan110-160m⁵

c/f Yuan35.4m loss

Linglong Tire

H1/26

forecast

n/s

n/s

Yuan110m⁵ (€14m)

-87%

Nokian Tyres

Q2/26

€380m

+10.6%

€35m¹

+136%

Nokian Tyres

H1/26

€660m

+7.6%

€17m¹

c/f loss of €21m

Semperit Group

Q2/26 earnings forecast

     n/a

n/a

€40m³

cf €20m in Q2/25

Semperit Group

FY26 earnings forecast

     n/a

n/a

€100m³

Vs prev. €95

TSRC Corp.

Q1/26

NT$10.33bn (Taiwan)

~0%

NT$651m¹

+32%

NOK Corp.

fFY26 (to 31/3/26)

Yen738.4bn (€4bn)

-3.7%

Yen33.0bn¹

-11.5%

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

Q1/26

Yen130.9bn (€708m)

-3.4%

Yen20.6bn

-8.1%

Toyo - Tire business

Q1/26

Yen119.3bn

-3.6%

Yen20bn

-8.5%

Reported

Company

Project

Location

Capex

Details

22 July

Befar Group

Build 250ktpa speciality rubber plant by 2029

Binzhou City, Shandong, China

Phase I: Yuan1.82bn (€235)

Phase I includes 70ktpa halobutyl rubber unit

21 July

Sinochem  Quanzhou Petrochemical

New 80ktpa carbon black plant

Quanzhou, Fujian, China

Yuan543m (€70m)

Commissioning environmental protection facilities

20 July

Ceat Ltd

Plan to expand 2W tire production

Nagpur, Maharashtra, India

INR12.1bn (€109m)

Add 53k to current 80k units/day capacity

13 July

Kumho Tire

Investment in new tire plant to start in 2028

Hampyeong, South Korea

Up to KRW760bn (€440m), from prev. KRW661bn

Capacity: 5.3m/yr tires, 7m/yr units "refined rubber"

13 July

Zenith Group

Build plant to  produce 120ktpa steel cord for tires, 50ktpa bead wire

Suez Canal Economic Zone, Egypt

$300m (€260m)

Agreement announced by Egypt government

8 July

Wanli Tire, Berjaya Group

New tire manufacturing plant

Bukit Tagar, Selangor, Malaysia

€280m

70/30 Wanli-led JV to establish plant to make  5m/yr PCRs, 1.2m/yr TBRs

2 July

Solvay

Start-up of waste sand-based silica production

Qingdao, China, and Gunsan, South Korea

n/s

Follows recent launch of Livorno, Italy silica unit, which uses rice husk ash feedstock

1 July

Pirelli

Major US investment plan

US

$1-1.2bn

Pending approval at upcoming board meeting

1 July

Covestro

Build a new 660ktpa MDI production train

Shanghai, China

n/s

Also feasibility study for a second plant in UAE

1 July

Pyrum Innovations 

Project to establish tire pyrolysis plant

Perl-Besch, Germany

n/s

Moving ahead following delays linked to issues (now resolved) at flagship Dillingen plant