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Ceat (500878) investor relations material
Ceat Q4 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY 2026 saw robust double-digit revenue growth in all quarters, with Q4 consolidated revenue at ₹4,219 crore, up 23% YoY, and strong demand across segments, especially in the second half.
EBITDA margin improved to 14.2% in Q4 FY26, reflecting operational efficiency, with Q4 net profit at ₹244 crore and full-year net profit at ₹697 crore.
International business rebounded, particularly in Western Europe and the U.S., and OEM and exports drove growth despite Middle East headwinds.
Camso off-highway tyre and tracks business acquisition was completed, with integration ongoing and full value chain control expected by March 2027.
Recognized with multiple awards, including Procurement Team of the Year, Hyundai Supplier of the Year 2025, and S&P Global ESG score of 69/100, placing in the top 4% of global auto component firms.
Financial highlights
FY26 consolidated revenue was ₹15,678 crore, up 18.6% YoY; standalone revenue was ₹15,215 crore, up 15.5%.
Q4 standalone revenue: ₹4,036 crore (up 18% YoY); Q4 consolidated revenue: ₹4,219 crore (up 23% YoY).
Q4 standalone EBITDA: ₹587 crore (margin 14.6%); full-year standalone EBITDA: ₹2,042 crore (margin 13.4%).
Q4 consolidated EBITDA margin: 14.2%; full-year: 13.2%.
Dividend of ₹35 per share (350%) recommended for FY 2026.
Outlook and guidance
Near-term demand expected to moderate due to steep raw material inflation and supply chain challenges, with price hikes and cost controls planned to offset cost pressures.
International business remains the fastest-growing segment YoY, with OEM and exports driving growth.
Camso revenue ramp-up expected in H2 FY 2027 as customer interface transitions.
- Q3 FY25-26 revenue up 26% YoY, margin expansion, and strong growth across all segments.500878
Q3 25/2619 Apr 2026 - Acquisition adds premium OHT products, global reach, and 750+ SKUs, boosting growth and margins.500878
M&A Announcement3 Feb 2026 - Q1 FY25 revenue up 8.8% YoY; EBITDA margin down, but PAT and exports grew; ESG progress noted.500878
Q1 24/253 Feb 2026 - Record revenue with margin contraction and lower net profit amid rising costs and higher debt.500878
Q2 24/2519 Jan 2026 - Revenue up 11.6% YoY, but margins and profit fell; major capex and acquisition plans underway.500878
Q3 24/2510 Jan 2026 - $225M deal secures global reach, premiumization, and margin growth by FY 2028.500878
M&A Announcement31 Dec 2025 - Q4 FY25 revenue up 14.3% YoY to INR 3,420.6 crore, EBITDA margin at 11.5%.500878
Q4 24/253 Dec 2025 - Q2 FY26 revenue up 14.2% YoY, Camso integrated, margins expanded, ESG and GST cuts drove demand.500878
Q2 25/2620 Oct 2025 - Q1 FY26 revenue rose 10.5% YoY to Rs. 3,529.4 crore, but margins contracted on higher costs.500878
Q1 25/2626 Aug 2025
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