US tariff uncertainty impacting Mexico operations
JK Tornel reported losses due to US tariff volatility; while a 90-day reprieve exists, long-term clarity is lacking.
JKTYRE / Q1-FY26 / risks
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JK Tyre & Industries · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Flat OEM demand for commercial vehicles
Domestic CV volumes remained flat, and OEM demand for TBR was muted, impacting Cavendish's revenue and margins.
Raw material price volatility
While raw material prices are currently benign, any reversal could pressure margins; management did not provide specific hedge details.