Analysis: MRF Limited

NSE:MRF Tyres & Tubes Market cap: ₹55.4K cr

Growth thesis

MRF Ltd is India's largest tyre manufacturer, producing passenger, commercial, and two-wheeler tyres. Growth is driven by rising vehicle ownership, infrastructure investments, and export demand, with EV adoption creating incremental opportunities in automotive components. Operational efficiency and market share retention in a fragmented industry underpin steady revenue expansion. Over 2-3 years, margins may stabilize as raw material cost volatility normalizes, while thematic exposure to EV adoption provides long-term tailwinds. Key risks include input price fluctuations and domestic economic slowdowns impacting vehicle sales.

Research report

companyname: MRF Limited ticker: MRF sector: Automotive Tyre Manufacturing (with paints and motorsport ancillary businesses) MRF makes tyres. That single line covers the overwhelming majority of its business, but the range inside it is unusually wide - the company produces tyres for two-wheelers, three-wheelers, passenger cars, trucks and buses, tractors, construction equipment, aircraft (including fighter aircraft) and motorsport, along with tubes, flaps and tread rubber for retreading. Incorp...

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RS rating: 38 Stage: Stage 1

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