CEAT Limited has informed the Exchange about Investor Presentation
CEATLTD · price
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CEAT Limited shared a comprehensive investor presentation covering its FY26 performance and strategic roadmap to FY31. FY26 revenue stood at Rs. 15,678 crore with a 5-year revenue CAGR of 15.6%, supported by a 350% dividend increase and a strong credit rating of AA (outlook positive). The company ranked #2 in premium PCUV tyres in Q4 FY26, up from #5 in Q1 FY25, and holds the #1 position in 2W and 4W tyre segments in India's aftermarket. Management outlined a clear profitability improvement plan, having reduced its EBITDA gap to peers from 2.7% (FY22) to 1.6% (FY26) through controlled costs across operating, manpower, and distribution expenses. The CAMSO acquisition (completed December 2024, $150 million compact construction tracks and tyres) is being integrated, with full portfolio unlocks expected by September 2028 and a $1 billion revenue potential. CEAT also disclosed it supplies all major EV OEMs in India, with a 31% share of business from EV segments.
The presentation signals management's confidence in sustaining above-peer growth with improving margins and a clear debt reduction path (Debt/EBITDA at 1.46x), which should be positive for investor sentiment. The EV supplier positioning and CAMSO integration roadmap also provide medium-term revenue visibility.