CEAT Limited — PPTs, 25-05-2026: Investor Presentation

CEAT delivered strong performance with FY26 revenue at Rs. 15,678 Cr, boasting a 5-year revenue CAGR of 15.6% and FY26 EBITDA of 13.2%. The company maintains a healthy 350% dividend payout, a Debt/EBITDA of 1.46x, and an AA credit rating (positive outlook). CEAT ranks #1 in India's 2W & 4W aftermarket segments and is #2 in premium PCUV during Q4FY26, with international business contributing 33% of sales.

A key strategy is enhancing profitability through cost optimization, reducing energy, distribution, manpower, and operating expenses. CEAT aims to be the fastest-growing player from FY26-FY31. A major growth driver is the acquisition of CAMSO Construction Tyres and Tracks business in Dec 2024, targeting a $1.0 billion opportunity with full portfolio integration by Sep 2028.

The company is future-ready, focusing on electrification by supplying to major EV OEMs, premiumization with superior products, and digital transformation using AI for various operations like procurement, R&D, and sales. Its approach includes controlled capex and healthy leverage ratios to maintain double-digit ROCE, targeting a position as a top 3 player in India.