CEAT Q3 FY26: revenue up 26% YoY, board clears Rs 1,314 Cr capex

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemResults View source PDF Explain this filing

CEATLTD · price

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Price reactionminutes from the announcement price · days from the prior close

-5.2%Reaction day

₹3895.00

prior close

₹3920.00

announcement price

After-mkt

timing

Nifty Smallcap 250market · index membership as recorded later (tracked since Jun 2026)-2.7%-2.6% vs market

Tyres & Rubber Products peers, median of 15sector-1.2%-4.0% vs sector

On the reaction day the stock moved 2.6 pts less than Nifty Smallcap 250 and 4.0 pts less than its Tyres & Rubber Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Sessions after the filingfrom the prior close

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Reaction day

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Next day

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15d

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UpDownMarket · Nifty Smallcap 250Sector · Tyres & Rubber Products peers, median of 15Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

CEAT posted consolidated Q3 FY26 revenue of Rs. 4,157 crore, up 26% YoY. Standalone revenue rose 20% to Rs. 3,957 crore. Standalone PAT nearly doubled to Rs. 192 crore. 9M FY26 standalone PAT grew 38.6 percent to Rs. 529 crore. EBITDA margin expanded sharply to 14.08 percent from 10.44 percent YoY on operating leverage. Company booked Rs. 58 crore exceptional charge for new Labour Codes. Board approved Rs. 1,314 Cr capex for Chennai plant to add 35 lakh tyres annual capacity by H1 FY28.

Likely market impact

Strong revenue and margin growth signal improving momentum. Large capex signals growth confidence but raises future debt and execution needs.