CEAT Limited — PPTs, 17-10-2025: Investor Presentation

CEAT Ltd. reported robust Q2 FY26 consolidated revenue of ₹3,772.7 Cr, a 14.2% increase year-on-year, driven by strong OEM and international business volume growth. Net profit for the quarter surged by 52.9% YoY to ₹185.7 Cr, with EBITDA margins expanding to 13.5% due to improved raw material costs.

A key strategic move was the full integration of the acquired Camso Off-Highway tyre business, a significant step in the company's global premiumization strategy. CEAT also launched SecuraDrive CIRCL 90, a pioneering passenger car tyre made with up to 90% sustainable materials, highlighting its focus on ESG.

Management anticipates continued double-digit growth in the second half of the year, banking on a positive demand outlook from recent GST reductions on tyres and vehicles. The company's balance sheet remains strong, positioned for future expansion despite increased debt from the Camso acquisition and dividend payouts. The board also appointed Mr. Apurva Chandra as an Independent Director and Mr. Paras K. Chowdhary as a Non-Independent Director, alongside committee reconfigurations.