CEATLTDBSECEAT LIMITEDMediumNeutral
Announced Thu, 16 Jul · 20:10 IST

CEAT Q1 FY27: Revenue up 22% YoY, margins shrink sharply on RM costs

Mgmt Guided Margin PressureInvestor Communications View source PDF

CEATLTD · price

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Price reaction · full curve 14 horizons · vs prior close
-11.1%1-day move
₹3834.00
prior close
₹3626.80
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.5-3.2-3.1-4.1-11.1-11.1-12.9-12.7-13.4
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AI summary

CEAT reported Q1 FY27 consolidated revenue of Rs. 4,318 Cr, up 22.3% YoY and 2.4% QoQ. However, EBITDA margin fell to 8.6% from 10.9% YoY, a 238 bps drop, and 562 bps lower QoQ, due to raw material costs rising by high-teens. Gross margin contracted 287 bps YoY and 575 bps QoQ. PAT fell 96% YoY to Rs. 4 Cr. Debt rose to Rs. 3,243 Cr (D/E 0.65x). Capex outflow was around Rs. 293 Cr. Company ranked number 4 among World's Strongest Tyre Brands by Brand Finance 2026.

Likely market impact

Sharp margin compression from raw material costs pressures near-term profitability even as revenue grows, weighing on stock sentiment.