CEAT LTD. (CEATLTD)
The Company has informed the Exchange about Transcript of Earnings call
AI summary
- Q1 FY27 standalone revenue grew 18.3% y-y; consolidated revenue 22.3% y-y
- Standalone EBITDA margin contracted to 9.1% due to 15-16% raw material cost rise
- Price hikes of 7-8% replacement, 3-4% OEM, 4-5% international taken; further hikes ongoing
- Volume growth: replacement mid-teens, OEM low teens, international ~30% y-y
- Capex of INR 1,205 Cr approved for 53k 2-wheeler tyre capacity by FY31
- CAMSO business transitioning; current revenue ~$10m/month; margins negative due to startup costs
- Raw material costs expected to rise 8-10% in Q2; commodity volatility linked to West Asia crisis
- Debt-to-EBITDA at 1.6x; consolidated debt INR 3,243 Cr; working capital increased due to inventory
- Management expects demand moderation in Q2 but no sharp decline
- Multiple analyst queries on price hikes and CAMSO margins; management expects further hikes and margin normalization
Source: Original filing PDF
—
view on exchange portal
⚡ You're reading this after the fact — subscribers got it instantly
ISA
Indian Stock Alerts
BOT
🚨 CEATLTD — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
📎 bseindia.com/xml-data/...
🎧 Audio summary ready
✓✓ 6:47 PM
Instant audio summaries2-min AI concall recap delivered with every earnings alert
20-quarter financialsRevenue, PAT, EBITDA, margins — auto-extracted from filings
Forensic red-flag screenAudit, governance, accruals & RPT flags scored automatically
Instant Telegram alertsResults, board meetings, insider trades — within minutes
Add CEATLTD to your watchlist — all of this, automated.
Sign in with Google14-day Pro trial · No credit card · Cancel anytime
More on CEAT LTD.
Important.
The summary above is generated automatically from CEAT LTD.'s own
public regulatory filing under SEBI LODR. Indian Stock Alerts is
not a SEBI-registered Research Analyst or Investment Adviser.
This page is informational, not investment advice, a recommendation to buy
or sell any security, or any opinion about the company's business, governance
or financial health. Always read the original filing before acting and consult
a registered adviser for investment decisions.