CEAT · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
79%
Numeric claims
2
Consistency
contradicted
Question ledger
MUK Mandlesa · Anandraati Institutional Equities
partialwe have visibility and cover in advance... going into the future Considering the rupee has depreciated and little bit of movement in the prices of natural rubber particularly international rubber it could come in due course of time.
MUK Mandlesa · Anandraati Institutional Equities
directour estimate is for a quarter is coming to very small number... less than two about a maybe a core or two per quarter.
MUK Mandlesa · Anandraati Institutional Equities
directthe top line for the quarter is roughly at 20 million USD which is 182 183 crores and sir I think double digit EBITDA margin operating profit right sir
MUK Mandlesa · Anandraati Institutional Equities
partialnecessary price increases have been taken in the market but as you're aware that Sri Lanka has a favorable tariff compared to India it's at 20% versus 50%.
MUK Mandlesa · Anandraati Institutional Equities
partialour current annual capex is about 1,000 to 1,050 crores rate... it's likely that capex estimate from the next year onwards would move from 900 to 1,000 crores level to maybe 1,000 to 1,100, 1,200 crores level.
Rashi Bora · Kotak Securities
directthere was some channel filling... but the growth is much more than channel filling there's a genuine improvement in sentiment... we can expect high single digit growth in replacement through FY27.
Rashi Bora · Kotak Securities
partialwe have been saying it is 120-125 million actually... in the transition phase we are selling to Michelin... the markdown realization is around 90-100... as far as margins... we have recorded double digit and it includes one-time transition cost... most of those costs have been already incurred.
Rashi Bora · Kotak Securities
directcustomer transfer has started... it will accelerate in quarter four and maybe by quarter 1, quarter two we should be done with it. So then realization should normalize by second quarter next year.
Mir Va · Aquir Securities
directthis is independent of that. what we announced in July was taking our capacity to about 30,000 tires per day. This 30,000 tires to 40,000 tires is over and above that.
Mir Va · Aquir Securities
partialthis translates to about 140 tons a day... average weight of tires is progressively going up... if you look at total capex divided by tonnage it'll be broadly in line with what we have incurred so far.
Sai Pande · Noama
directin quarter three it was just about low teens... gradually it will trend towards mid-teens and we did talk about 20% and above that will come when we take complete control of customers and material supply.
Agnesh Ayar · Sequent Investments
directoverall for the quarter it would have been about four to 5% of the revenue was the kind of expenses that we incurred on quarter 3 that we wouldn't incur in quarter 4 onwards.
