| Revenue growth | 26% YoY consolidated growth; first time crossing ₹4,000 Cr quarterly revenue. |
|---|---|
| Margins | Gross margin contracted 109 bps QoQ due to inventory and currency. |
| Demand visibility | Positive replacement demand in India; strong outlook for passenger and 2-wheelers. |
| Management confidence | Confident but cautious regarding near-term margin headwinds and US trade barriers. |
Growth
Standalone revenue grew 20.1% YoY to ₹3,957 Cr, driven by strong volumes in replacement and OEM segments.
Outlook
Approved ₹1,314 Cr capex for Chennai plant expansion to add 35 lakh passenger car tires by H2 FY28.
Risks
Raw material costs expected to rise 1-1.5% in Q4; US tariffs remain a significant 25-50% hurdle.
Earnings Call Transcript filed with BSE, NSE: CEATLTD. Summary written with AI assistance from the document.
Ceat Ltd: key numbers
- Share price
- ₹3,134.70
- Market cap
- ₹12,680 Cr
- Revenue (annual)
- ₹15,678 Cr
- Net profit (annual)
- ₹698.0 Cr
- P/E (TTM)
- 24.6×Sector 30.9×
- 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 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 Investor Presentation: Key Takeaways
CEAT reported Q2 FY27 revenue of Rs. 4,762 Cr, up 26.2% YoY, driven by healthy volume and realization growth across segments despite EBITDA margin contraction due to raw material costs.
Ceat Management Change
CEAT Limited has appointed Mr. Sumeet Narang as a Non-Executive Independent Director for a 5-year term, effective October 14, 2026.
Ceat Q2 FY27 Results: Net Profit ₹112 Cr, Down 39.8% YoY
Ceat Ltd reported revenue from operations of ₹4,762 Cr (+26.2% YoY) and net profit of ₹112 Cr (-39.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹112 Cr · -39.8% YoY
Ceat Other Announcement
Ceat Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.