CEAT Limited Reports Q1 FY27 Consolidated Revenue of Rs. 4,318 Crore; Announces Rs. 1,205 Crore Capacity Expansion

CEAT Limited Reports Q1 FY27 Consolidated Revenue of Rs. 4,318 Crore; Announces Rs. 1,205 Crore Capacity Expansion​

CEAT Limited, an RPG Group company, has announced its unaudited financial results for the quarter ended June 30, 2026. The company reported a significant year-on-year growth in revenue despite facing challenges related to raw material inflation driven by the West Asia crisis.

Financial Performance Highlights
On a consolidated basis, CEAT Limited recorded a revenue of Rs. 4,318 crore for the first quarter of the fiscal year, representing a 22% year-on-year increase. The company reported an EBITDA margin of 8.56% and a net profit of Rs. 4 crore for the period.

On a standalone basis, the company's revenue stood at Rs. 4,163 crore, reflecting an 18% year-on-year growth. Standalone net profit was reported at Rs. 98 crore, with an EBITDA margin of 9.13%.

Management Commentary
Arnab Banerjee, Managing Director and CEO of CEAT Limited, noted that while raw material cost inflation weighed on gross and operating margins, the company achieved double-digit revenue growth supported by healthy demand and high capacity utilization. He stated that the company remains focused on a disciplined pricing approach to ensure profitable growth as it enters the second quarter.

Kumar Subbiah, CFO of CEAT Limited, highlighted that commodity cost inflation impacted margins significantly in Q1. The company implemented cumulative price increases of 5% and expects raw material costs to remain inflated. He further noted that the company maintained its capital expenditure (capex) of Rs. 300 crores primarily to enhance capacities while managing discretionary expenses.

Capacity Expansion and Strategic Growth
The Board of Directors has approved a capital expenditure of approximately Rs. 1,205 crore for capacity expansion in the two-wheeler segment. This initiative is intended to support future growth opportunities as existing production capacity at the Nagpur plant is nearing full utilization.


Statutory Auditor Re-appointment
The Board has approved the re-appointment of M/s. B S R & Co. LLP as the Statutory Auditors of the Company for a second consecutive term of five years. This term will commence from the conclusion of the 68th Annual General Meeting (AGM) in 2027 and run until the conclusion of the 73rd AGM in 2032, subject to shareholder approval.

Key Financial Data Summary
The following table summarizes the Standalone financial results for the quarter ended June 30, 2026:

CEATLTD Stock Price Movement​

CEAT Limited shares rallied 1.18% today to settle at ₹3,834.00 during post-market activity. The stock climbed from a day low of ₹3,782.10 on a volume of 139,746 shares.