ALFA Finder| Revenue growth | 23.3% YoY in Q4; 18.6% YoY for FY26. |
|---|---|
| Margins | EBITDA margins expanded to 14.2% (+267 bps YoY). |
| Demand visibility | Healthy YoY volume growth across segments. |
Growth
Q4 FY26 Revenue grew 23.3% YoY and 1.5% QoQ. FY26 PAT reached ₹697.2 Cr (+47.9% YoY).
Outlook
Capex outflow of ~₹407 Cr in Q4. Focus remains on premium segments (PC/UV) and international expansion.
Risks
Raw material basket flattish sequentially; gross margins contracted 26 bps QoQ despite YoY expansion.
Earnings Call filed with NSE, NSE: CEATLTD. Summary written with AI assistance from the document.
Ceat Ltd: key numbers
- Share price
- ₹3,549.90
- Market cap
- ₹14,359 Cr
- Revenue (annual)
- ₹15,678 Cr
- Net profit (annual)
- ₹698.0 Cr
- P/E (TTM)
- 27.9×Sector 32.5×
- Promoter holding
- 47.29%+0.00% QoQ
- FII holding
- 13.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ceat Ltd
All →Ceat Employee Stock Options
CEAT's employee welfare trust bought 12,000 shares on the NSE for about Rs.4.19 Crore. Its holding rose from 0.03% to 0.04%.
- Value
- ₹4.19 Cr
Ceat Management Change
CEAT Limited has issued a postal ballot notice seeking shareholder approval to appoint Mr. Sumeet Narang as a Non-Executive Independent Director. E-voting runs 7 Nov to 6 Dec 2026.
Ceat Debt & Borrowing: ₹50 Cr
CEAT Limited confirmed redemption of Rs. 50 Crore commercial paper (ISIN INE482A14HA0) on its maturity date of November 5, 2026. This is a routine debt servicing event.
- Value
- ₹50.00 Cr
Ceat Debt & Borrowing: ₹50 Cr
CEAT Limited confirmed redemption of its Rs. 50 Crore Commercial Paper on maturity dated October 23, 2026. The scheduled obligation was fulfilled on the same day.
- Value
- ₹50.00 Cr
Ceat Other Announcement
CEAT Ltd disclosed loss of three share certificates belonging to holder G Sudarshan Pal. NSDL notified the exchanges for member reference and duplicate issuance.
Ceat Earnings Call Transcript: Key Takeaways
Ceat achieved record quarterly revenue but margins are under pressure from rising input costs and currency depreciation. Management is aggressively expanding capacity while navigating a complex transition with the Camso acquisition.