Ceat News and Updates

Name: Latest research reports of Ceat Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: Ceat Ltd.
Rating: 3
Author: ICICI Securities Limited

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Ceat Ltd.

02 Sep 2025

3730.50

-1.08%

Tyre maker Ceat expects Camso integration to boost its topline by 10-15%

Business Standard

Tyre maker Ceat on Tuesday said it expects the Camso brand integration with itself to give a 10-15 per cent boost to its topline. The Mumbai-headquartered firm reported revenue of Rs 13,218 crore for FY25. Last December, Ceat entered into a definitive agreement with Michelin to acquire its Camso brand's off-highway construction equipment bias tyres and tracks business for about USD 225 million. Ceat is currently in the process of integrating Camso with itself. "Once we integrate it fully across the supply chain, the immediate topline impact could be 10-15 per cent. The bottom line impact in terms of margin accretion, etc, would take some time to kick in about four to six quarters," Ceat MD and CEO Arnab Banerjee said in a virtual press conference. The company expects the deal to be overall margin accretive for it, he added. The Camso acquisition, according to the tyre maker, is significant for its ambition to become a leading global player in the high-margin off-highway tyres (OH

Number of FII/FPI investors decreased from 291 to 270 in Sep 2025 qtr

Ceat shares rise 4% after Camso acquisition with $171 mn investment

Business Standard | 02 Sep 2025 1 more

Ceat Ltd.

19 Aug 2025

3730.50

-1.08%

Tyre makers expect H2 FY26 rebound on festive demand, rural recovery

Business Standard

Apollo, Ceat and JK Tyre expect demand to pick up in H2 FY26 on festive buying, rural recovery and steady replacement demand, though uneven rainfall weighs on tractor sales

Ceat Ltd. is trading below its 30 day SMA of 3922.8

Ceat Ltd.

21 Jul 2025

3730.50

-1.08%

Decent quarter – demand momentum remains healthy, valuations remain rich

Hold: Ceat Ltd.

Target

ICICI Securities Limited

Healthy traction in the OE business and steady replacement demand (led by 2W/TBR segment) drove growth for CEAT in Q1FY26.

Ceat Ltd. is trading below its 30 day SMA of 3922.8

Ceat Ltd.

20 Jul 2025

3730.50

-1.08%

Expect double-digit growth in FY26, rural demand to drive sales: Ceat CEO

Business Standard

Tyre maker CEAT Ltd expects to maintain a double-digit growth this fiscal with domestic replacement segment, specially from rural markets, to drive sales while direct supplies to automobile makers are likely to be muted, according to company MD & CEO Arnab Banerjee. The company is also waiting and watching the tariff situation in the US, a big growth market but not a significant one right now for it, to decide its future course of expansion in the country, he told PTI. "We have started with a double-digit growth in Q1, which we have maintained last year also. We expect to maintain or accelerate that over the next two to three quarters," he said when asked for the outlook of the remainder of the fiscal. In the first quarter ended June 30, 2025 the company's revenue stood at Rs 3,529.4 crore, up 10.5 per cent year-on-year. As for the growth drivers, Banerjee said the two-wheeler replacement segment in the rural market is expected to do well across segments. "On the replacement side,

Ceat Ltd. has an average target of 4122.60 from 6 brokers.

Ceat Ltd.

20 Jul 2025

3730.50

-1.08%

Healthy Q1; margin cycle to turn from Q2FY26

Buy: Ceat Ltd.

Target

Emkay

CEAT logged a healthy Q1 with 10.5% revenue growth led by 9%/1.5% volume/realization growth; overall vol growth was driven by a mid-20s/singledigit growth in OEM/replacement; realization was mostly muted due to headwinds for international business.

Ceat Ltd. is trading below its 30 day SMA of 3922.8

Ceat Ltd.

18 Jul 2025

3730.50

-1.08%

to see Rapid results content

Ceat Ltd.

18 Jul 2025

3730.50

-1.08%

Margins to expand going forward

Buy: Ceat Ltd.

Target

Motilal Oswal

CEAT’s Q1FY26 earnings stood at INR1.15b, below our estimate of INR1.5b, impacted by lower-than-expected margins, higher interest costs, and lower other income.

Number of FII/FPI investors decreased from 291 to 270 in Sep 2025 qtr

Ceat Ltd.

17 Jul 2025

3730.50

-1.08%

Ceat Q1FY26: Profit declines 27% on higher costs, revenue rises 10.5%

Business Standard

Ceat Q1 net profit declines 27 per cent due to IPL-linked marketing spends and higher input costs even as revenue rises 10.5 per cent on strong OEM and replacement demand

Ceat Ltd. is trading below its 30 day SMA of 3922.8

Ceat Q1 FY26 results: Profit falls 27% to 112 crore, rises sequentially

Business Standard | 17 Jul 2025 1 more

Ceat Ltd.

15 Jul 2025

3730.50

-1.08%

Buy, Sell, Or Hold? Brijesh Ail Recommends Ceat, Pradeep Phosphate, AndAshokLeyland

NDTV Profit

The stock recommendations come with specific target prices and stop-loss levels for each.

Ceat Ltd. is trading below its 30 day SMA of 3922.8

Ceat Ltd.

02 Jul 2025

3730.50

-1.08%

Tyre stocks in focus: Apollo, Balkrishna, Ceat rally up to 5%; here's why

Business Standard

Tyre stocks outlook: After a weak performance in FY25 - largely due to a sharp rise in input costs; analysts expect margins to gradually revive, aided by softening costs and focus on premiumization.