CEAT Limited has informed the Exchange about Investor Presentation
CEATLTD · price
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Awaiting price reaction for this filing.
CEAT Limited announced audited Q4 and FY25 results with a Rs. 30 per share (300%) dividend, subject to shareholder approval. Standalone revenue from operations grew ~10.8% YoY to Rs. 13,171.7 crores, but net profit fell ~26% to Rs. 482.1 crores, with EPS dropping to Rs. 119.18 from Rs. 161.76. Operating margin compressed sharply to 11.28% (FY24: 13.92%) and net profit margin to 3.66% (FY24: 5.50%), hurt by Rs. 41.1 crores in VRS-related exceptional costs and higher finance/depreciation charges. The board also appointed M/s. Makarand M. Joshi & Co. as Secretarial Auditors for five years (FY26–FY30) and amended its ESG, Human Rights and Board Code policies. The previously announced $225 million acquisition of Camso's off-highway tyre and tracks business from Michelin Group is still pending regulatory approvals with no impact on current results.
Mixed bag for shareholders – solid topline growth and a healthy 300% dividend are positives, but the sharp fall in profits and compression in both operating and net margins may pressure the stock in the short term. Investors will also track progress on the $225 million Camso acquisition, which could be a significant growth lever once it closes.