CEAT earnings calls.

CEAT delivered 18.2% revenue growthCurrent reported value: 18.2% revenue growth. No comparable prior figure is available in the source record. to ₹4Current reported value: 4. No comparable prior figure is available in the source record.,063 crore in Q1 FY27, driven by 13-14%Current 13-14%. Reported change: +13-14pp YoY. volume growth across replacement, OEM, and international segments. However, EBITDA declined 2.8% YoY to ₹380Current 380 crore vs previous available quarter 556 crore. crore with margins contracting 440bps to 9.1%Current reported value: 440bps to 9.1%. No comparable prior figure is available in the source record. as raw material costs surged 15-16% sequentially—natural rubber prices at 15-year highs of ₹280/kg and crude oil averaging above $100/bbl in April-May. PAT fell 27% to ₹98 crore. Management has taken 11% cumulative price hikes in replacementCurrent reported value: 11% cumulative price hikes in replacement. No comparable prior figure is available in the source record. (more than double the typical quantum) with another 4-6% targeted for Q2. CAMSO integration continues—60% customer transition completed, full control expected by Q3 FY27 when EBITDA margins should normalize. Capex guidance maintained at ₹1,300-1,400 crore for FY27. Near-term riskCurrent reported value: Near-term risk. No comparable prior figure is available in the source record. is margin pressure persisting into Q2 given lag between cost increases and price realization, plus demand moderation risk from below-normal monsoon and El Nino conditions.