Ceat Ltd. share price target and research reports

07 Jan 2026

3545.10

-4.49%

Axis Punch:CEAT

Buy: Ceat Ltd.

Axis Direct

We recommend a BUY on the stock with a target price of Rs 4,140/share, implying an upside of 10% from the CMP.

24 Oct 2025

3545.10

-4.49%

CEAT LIMITED

Buy: Ceat Ltd.

FundsIndia

Ceat Ltd. is trading below all available SMAs

20 Oct 2025

3545.10

-4.49%

BP Equities Q2FY26 Result Update CEAT Ltd

Not Rated: Ceat Ltd.

BP Wealth

...

07 Sep 2025

3545.10

-4.49%

Driving into Off-highway: CEAT acquires CAMSO; strengthens OHT

Hold: Ceat Ltd.

Target

ICICI Securities Limited

In a deal valued at ~USD 225mn, CEAT has completed its acquisition of the CAMSO brand’s off-highway construction equipment-bias tyre and tracks business from Michelin.

07 Sep 2025

3545.10

-4.49%

Camso acquisition structurally positive post transitory phase

Buy: Ceat Ltd.

Emkay

We attended CEAT’s analyst meeting on developments in the Camso acquisition. The acquisition (not built in) is in line with CEAT’s capital allocation priorities and supports its 3 growth pillars – premiumization, globalization, higher margin OHT.

Ceat Ltd. has an average target of 4125.50 from 7 brokers.

21 Jul 2025, 12:00AM

3545.10

-4.49%

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.

20 Jul 2025

3545.10

-4.49%

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.

18 Jul 2025

3545.10

-4.49%

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.

05 Jun 2025

3545.10

-4.49%

Integration of Camso to be a key monitorable

Buy: Ceat Ltd.

Target

Motilal Oswal

We met CEAT management at the RPG Conference on 3rd Jun’25. In India business, management continues to expect good demand in the tractor and 2W replacement segments even as 2W OEM demand is now slowing down.

04 Jun 2025

3545.10

-4.49%

Margin expansion delayed to H2FY25

Buy: Ceat Ltd.

Emkay

We attended CEAT’s annual analyst meeting. The management retained its mid-single-digit replacement growth guidance. Rural is outpacing urban (key for CEAT’s 2Ws/farm segment) on a favorable monsoon outlook; it is eyeing share gains in PV OEMs amid rising salience of higher-rim size tyres.