11 Sep 2026
Review of the key figures and data to emerge over the last seven days from major players worldwide
SHARE PRICES
Selected tire manufacturers’ share-price trends
|
Company |
3-4 Sept |
10-11 Sept |
Change |
|
Bridgestone Corp. |
Yen4,067 |
Yen3,778 |
-7.1% |
|
Goodyear |
$6.21 |
$5.75 |
-7.4% |
|
Hankook |
KRW66,600 |
KRW63,100 |
-5.1% |
|
Michelin |
€34.46 |
€33.83 |
-1.8% |
|
Nokian Tyres |
€16.05 |
€16.19 |
+0.9% |
|
Pirelli |
€6.52 |
€6.41 |
-1.7% |
|
Sumitomo Rubber (SRI) |
Yen2,168 |
Yen2,004 |
-7.6% |
|
Yokohama Rubber (YRC) |
Yen7,028 |
Yen6,792 |
-3.4% |
|
ZC Rubber |
CNY50.32 |
CNY47.00 |
-6.5% |
Selected rubber product manufacturers’ share-price trends
|
Company |
3-4 Sept |
10-11 Sept |
Change |
|
Avon Technologies |
£18.16 |
£18.00 |
-0.9% |
|
Cooper-Standard |
$25.75 |
$24.75 |
-3.9% |
|
Datwyler |
CHF131.00 |
CHF127.60 |
-3.0% |
|
Hexpol |
SEK96.15 |
SEK95.15 |
-1.0% |
|
Sanok Rubber |
PLN22.60 |
PLN21.00 |
-7.1% |
|
Semperit |
€17.50 |
€18.35 |
+4.9% |
|
Top Glove |
MYR0.64 |
MYR0.76 |
+18.8% |
|
Trelleborg |
SEK442.00 |
SEK448.20 |
+1.4% |
MATERIALS
Natural rubber
NR futures pricing retreated across major exchanges in the first trading week of September, following a recent surge that left prices “technically overbought.” All major exchanges reported declines during the week ended 4 Sept, with “profit-taking and position adjustments” prompting a retracement, reported Japan Exchange Group. The El Nino weather pattern, it noted, has continued to support prices, particularly for agricultural commodities such as rubber and palm oil, amid concerns over potential impacts on production and supply.
Selected natural rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 28/8/26 |
Week to 4/9/26 |
% Change |
|
Osaka |
RSS3 |
Jan ‘27 |
440.7 (JPY) |
427.0 (JPY) |
-3.1% |
|
SHFE |
SCR/RSS |
Jan ‘27 |
18,810 (CNY) |
18,770 (CNY) |
-0.2% |
|
INE |
TSR |
Jan ’27 |
15,815CNY) |
15,780CNY) |
-0.2% |
|
SICOM |
TSR20 |
Jan ‘27 |
233.9 (US$c) |
231.7 (US$c) |
-0.9% |
|
SHFE |
BR |
Nov ‘26 |
14,315 (CNY) |
14,860 (CNY) |
+3.8% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
The Rubber Trade Association of Europe (RTAE) on 3 Sept posted buyer / seller prices at 227.75 / 228.75 €c/kg for April 2027 shipments of TSR20 (originating in Indonesia, Malaysia, Thailand). This compares to equivalent figures of 227 / 228 €c/kg, issued on 27 Aug. In its latest update, RTAE described the market for the natural rubber grades as “steady”.
BUSINESS
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Synthomer |
H1/26 |
GBP954.3m |
+6.7% |
GBP96.7m3 |
+16.4% |
|
Kumho Petrochemical |
H1/26 |
KRW4,050bn (€2.56bn) |
+10.0% |
KRW398.4bn1 |
+114.4% |
|
Sailun Group |
H1/26 |
Yuan20.03 bn |
13.9% |
Yuan2.16bn (€277m) 5 |
18% |
|
JK Tyre & Industries |
fQ1/27 (from 1/4) |
INR39.56bn (€360m) |
+2% |
INR2.68bn3 |
-36.8% |
|
Fukoku Co. Ltd |
fQ1/27 (to 30/6) |
Yen23.3bn |
+2.8% |
Yen1,515m1 |
+51.4% |
|
Prinx Chengshan |
H1/26 |
Yuan5.8bn (€740m) |
+1.4% |
RMB414m5 |
-18.5% |
|
Tokai Carbon Carbon Black ERJ report |
H1/26 |
Yen83.5bn |
+10.5% |
Yen14.35bn3 |
+9.7% |
|
ElringKlinger |
Q2/26 |
€478.9m |
+17.3% |
€53.5m3 (adj) |
+6.6% |
|
Gates Industrial |
Q2/26 |
$942m (€815m) |
+6.6% |
$211m3 (adj) |
+6% |
|
ZC Rubber |
H1/26 |
Yuan23.5bn (€3bn) |
+7.4% |
Yuan2.4bn5 |
+5.8% |
|
Semperit Group |
H1/26 |
€356m |
+11.1% |
€66.6m3 |
+116% |
|
Apollo Tyres |
fQ1/26-27 |
INR74bn (€670m) |
+12.8% |
INR8.7bn1 |
~0% |
|
Hankook Tires |
H1/26 |
KRW5,373bn |
+10.6% |
KRW920.7bn1 |
+35.4% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
9 Sept |
Birla Carbon |
120ktpa carbon black plant |
Rayong, Thailand |
n/s |
‘To come on-stream this year’ |
|
9 Sept |
Birla Carbon |
120ktpa carbon black plant |
Niadupet, Andhra Pradesh, India |
n/s |
‘To come on-stream this year’ |
|
7 Sept |
Linglong Group |
Integrated site for manufacturing tires, conveyor belts |
Possibly Borg El Arab area, Egypt |
~$2.0bn (€1.7bn) |
Signed MoU with Egypt’s Ministry of Industry |
|
21 Aug |
Guizhou Tire Co. |
New 30ktpa carbon black production line |
Xiuwen, Guizhou, China |
n/s |
Planned start-up in June 2027 |
|
20 Aug |
Black Cat Carbon Materials Technology |
Planning 240ktpa carbon black plant |
Liaoning province, China |
Yuan1bn (€130m) |
Construction scheduled for 2026-28 |
|
19 Aug |
Guoneng Yulin Chemical |
50ktpa EPDM plant |
Yulin City, Shaanxi, China |
n/s |
Japan’s ETIC agrees technology licensing deal |
|
13 Aug |
Indian Oil Corp. |
New butadiene rubber plant |
Panipat, India |
INR30bn ($350m) |
Targeting year-end commissioning |
|
13 Aug |
Freudenberg Sealing Technologies |
Opened new sealing products facility |
Queretaro, Mexico |
n/s |
Static seals, O-rings, gaskets |
|
10 Aug |
Sailun Group |
Studying ‘tire manufacturing hub’ |
Nelson Mandela Bay, South Africa |
ZAR2bn (€108m) |
1m car tires/yr, 300k truck and bus tires/yr |
|
4 Aug |
Zeon Corp. |
Built demo bio-BD facility |
Tokuyama, Shunan City, Yamaguchi, Japan |
n/s |
Project with Yokohama Rubber to commercialise tech by 2034.
|
TOP NEWS STORIES
Black Donuts sees tire investment recovery after 2025 downturn (ERJ report)
UNECE completes work on new car tire-abrasion regulation (ERJ report)
Lanxess launches 6PPD alternative for anti-aging tire protection (ERJ report)
Indian tire exports rise 16% in value (ERJ report)
LAST WEEK
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