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CEAT Community
BSE:500878 Community
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CEAT
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CEAT
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Rising Vehicle Demand And Electrification Will Unlock Global Opportunity
Key Takeaways Strong focus on electrification, premiumization, and global diversification positions CEAT for sustained demand and resilience amid evolving automotive and regulatory trends. Strategic investments in automation, digitization, and sustainability are expected to improve operational efficiency, lower costs, and support long-term profitability.
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₹3.96k
FV
13.2% undervalued
intrinsic discount
11.24%
Revenue growth p.a.
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14 days ago
author updated this narrative
CEAT
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Legacy Segments Will Decline While Exports Might Improve Slowly
Key Takeaways Shifting mobility trends, regulatory pressures, and evolving technology threaten CEAT's traditional product relevance, squeezing margins and revenue growth potential. Overreliance on volatile domestic two-wheeler markets and increased competition heighten risks to CEAT's stability and long-term market position.
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₹2.78k
FV
23.8% overvalued
intrinsic discount
8.48%
Revenue growth p.a.
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2 months ago
author updated this narrative
CEAT
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Emerging Markets And EV Shift Will Boost Tire Demand
Key Takeaways Strong international expansion, technological innovation, and rural growth strategies position CEAT for market share gains and margin expansion well above current expectations. Operational excellence and leading ESG credentials may enable cost efficiencies, premium pricing, and increased demand from global OEMs and sustainability-focused buyers.
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₹4.2k
FV
18.1% undervalued
intrinsic discount
13.98%
Revenue growth p.a.
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2 months ago
author updated this narrative