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Update shared on05 Sep 2025

Fair value Increased 0.18%
AnalystConsensusTarget's Fair Value
₹3,963.39
13.2% undervalued intrinsic discount
05 Sep
₹3,438.45
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1Y
22.1%
7D
4.1%

Consensus analyst expectations for CEAT’s revenue growth and net profit margin remain essentially unchanged, resulting in a marginal increase in the analyst price target from ₹3956 to ₹3963.


What's in the News


  • CEAT announced a USD 171 million investment in Sri Lanka following the acquisition of Michelin Group's Construction Compact Line Business, securing global ownership of the Camso brand, and reinforcing its position in the Off-Highway Tyres (OHT) segment.
  • CEAT signed a Tripartite MoU with Michelin Lanka and the Inter-Company Employees Union to guarantee job security, salary, and seniority for 1,483 employees amid the operational transition.
  • The board considered issuance of unsecured non-convertible debentures, a potential capital infusion of up to INR 4 billion in the Sri Lankan subsidiary, and availing a credit facility of up to INR 10 billion for business purposes.
  • Board meetings scheduled to approve unaudited financial results and address other business matters.

Valuation Changes


Summary of Valuation Changes for CEAT

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₹3956 to ₹3963.
  • The Consensus Revenue Growth forecasts for CEAT remained effectively unchanged, moving only marginally from 11.0% per annum to 11.2% per annum.
  • The Net Profit Margin for CEAT remained effectively unchanged, moving only marginally from 5.94% to 5.90%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.