CEAT Limited

BSE:500878 주식 리포트

시가총액: ₹137.3b

CEAT 향후 성장

Future 기준 점검 1/6

CEAT (는) 각각 연간 15.7% 및 10.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.1% 로 예상됩니다.

핵심 정보

15.7%

이익 성장률

15.70%

EPS 성장률

Auto Components 이익 성장18.5%
매출 성장률10.3%
향후 자기자본이익률16.12%
애널리스트 커버리지

Good

마지막 업데이트08 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 22

500878: Dividend Recommendation And Subtle Assumption Shifts Will Shape Expectations

Analysts have maintained their fair value estimate for CEAT at ₹3,200, with only small tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E underpinning the latest price target update. What's in the News for CEAT CEAT's board of directors, at a meeting held on April 28, 2026, recommended a dividend of ₹35.00 per share (350% on each equity share with a face value of ₹10) for fiscal year 2025-2026, subject to shareholder approval at the upcoming Annual General Meeting.
내러티브 업데이트 • Jun 04

500878: Dividend Prospects Will Support A Higher Fair Value Estimate

Analysts have raised CEAT's fair value estimate from ₹4,198 to ₹4,400, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News CEAT's board meeting on April 28, 2026 is scheduled to consider and approve the audited financial results for the period ended March 31, 2026, and to consider a dividend recommendation on equity shares, according to the board meeting agenda.
내러티브 업데이트 • May 20

500878: Dividend Plans And Refined Assumptions Will Likely Keep Expectations Grounded

Analysts have revised their price target on CEAT to ₹3,200 from about ₹3,409, reflecting updated assumptions that now factor in a higher discount rate, more measured revenue growth, a lower profit margin outlook and a reduced future P/E multiple. What's in the News A board meeting is scheduled on April 28, 2026, to consider and approve the audited financial results for the period ended March 31, 2026, and to consider a dividend recommendation on equity shares for the year ended March 31, 2026 (Key Developments).
내러티브 업데이트 • Apr 23

500878: Upcoming Board Decision On Dividend Policy Will Support Positive Outlook

Analysts have trimmed their price target on CEAT from about ₹4,314 to roughly ₹4,166. This reflects updated assumptions that combine slightly lower revenue growth and a modestly reduced future P/E with a small uplift in expected profit margins and a marginally higher discount rate.
내러티브 업데이트 • Apr 08

500878: Renewable Projects And Refined Assumptions Will Likely Keep Expectations Grounded

Analysts have trimmed their price target on CEAT to around ₹3,409 from about ₹3,449, citing updated assumptions that include a slightly higher discount rate, modestly different revenue growth, a higher profit margin and a lower future P/E multiple. What's in the News A board meeting is scheduled for Jan 14, 2026, at 16:00 Indian Standard Time to consider and approve an investment in Clean Max Como Private Limited and Clean Max Emerald Private Limited for developing 59 MW hybrid wind solar projects in Gujarat and Tamil Nadu (Key Developments).
내러티브 업데이트 • Mar 24

500878: Renewables Investment And Debt Funding Will Likely Keep Expectations Grounded

Analysts have trimmed their price target on CEAT slightly to around ₹3,449 from about ₹3,494, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News A board meeting is scheduled on January 14, 2026 to consider investing in Clean Max Como Private Limited and Clean Max Emerald Private Limited for developing 59 MW hybrid wind solar projects in Gujarat and Tamil Nadu, indicating planned capital allocation toward renewable power sourcing (Key Developments).
내러티브 업데이트 • Mar 10

500878: Renewable Power Investments Will Support A More Positive Outlook

Analysts have nudged their price target on CEAT higher from about ₹4,217 to around ₹4,314. This reflects updated views that slightly adjust discount rate, revenue growth, profit margin expectations, and future P/E assumptions.
내러티브 업데이트 • Feb 24

500878: Overseas Expansion, Debt Funding And Renewables Will Likely Keep Expectations Grounded

Narrative Update on CEAT The analyst fair value estimate for CEAT is effectively unchanged at about ₹3,493.54, as analysts adjust their assumptions slightly on discount rate, revenue growth, profit margin and future P/E without a material shift in their overall view. What's in the News Board meeting scheduled on December 5, 2025, with agenda details not disclosed in the summary provided (company filing).
내러티브 업데이트 • Feb 09

500878: Planned Overseas Subsidiaries And Debt Funding Will Likely Fail To Support Expectations

Analysts have modestly revised their price target on CEAT to ₹3,493.54. This reflects updated views on the discount rate, revenue growth assumptions, profit margin outlook and a slightly lower future P/E multiple.
내러티브 업데이트 • Jan 26

500878: Overseas Expansion And Renewable Funding Plans Will Likely Struggle To Justify Richer Expectations

Analysts have trimmed their fair value estimate for CEAT from ₹3,532.27 to ₹3,493.54, reflecting slightly softer assumptions on profit margins and revenue growth, even as future P/E expectations edge higher. What's in the News Board meeting on Jan 14, 2026 to consider investing in Clean Max Como Private Limited and Clean Max Emerald Private Limited for developing 59 MW hybrid wind solar projects in Gujarat and Tamil Nadu (Key Developments).
내러티브 업데이트 • Jan 12

500878: Overseas Expansion And Funding Plans Will Likely Struggle To Justify Richer Expectations

Analysts have raised their price target for CEAT by approximately 0.4% to ₹3,532, citing slightly higher assumptions for revenue growth and profit margins, along with a marginally lower discount rate and a modestly adjusted future P/E multiple. What's in the News A board meeting is scheduled for January 19, 2026, to consider and approve unaudited financial results for the quarter and period ended December 31, 2025, along with the limited review report (Key Developments).
내러티브 업데이트 • Dec 24

500878 Overseas Expansion Plans Will Likely Struggle To Justify Richer Market Expectations

Analysts have raised their price target on CEAT from ₹2,778 to ₹3,519, citing higher expected revenue growth, modestly stronger profit margins, and a richer forward valuation multiple. What's in the News Board meeting scheduled on December 23, 2025 to consider setting up a wholly owned subsidiary in the United Kingdom and a step down subsidiary in Germany, signaling a push into European markets (company filing) Board meeting on December 5, 2025 called to review key business matters and governance items ahead of year end (company filing) Special shareholders meeting on December 18, 2025 via postal ballot to vote on appointing Apurva Chandra as a non executive independent director and Paras K.
내러티브 업데이트 • Dec 10

500878: Upcoming Governance Meetings Will Shape A Steady Outlook

Analysts have modestly revised their price target for CEAT to ₹4,216.72, reflecting a slightly lower discount rate and future P/E multiple, while keeping long term growth and margin expectations broadly unchanged. What's in the News Board meeting scheduled for December 5, 2025 to discuss company matters and governance items (Key Developments) Special or extraordinary shareholders meeting to be conducted via postal ballot in India on December 18, 2025 (Key Developments) Board meeting on October 17, 2025 at 11:30 IST to approve unaudited financial results for the quarter and period ended September 30, 2025, review the limited review report, consider director appointments, and address other business (Key Developments) Valuation Changes Fair Value: Unchanged at approximately ₹4,216.72 per share, indicating stable long term intrinsic value expectations.
내러티브 업데이트 • Nov 26

500878: New Meetings And Steady Outlook Will Guide Near-Term Performance

Narrative Update on CEAT: Analyst Price Target Change Analysts have raised their fair value estimate for CEAT from ₹4,160.58 to ₹4,216.72. This change reflects incremental confidence based on updated assumptions regarding the company’s growth and profitability outlook.
내러티브 업데이트 • Nov 08

500878: Global Expansion And Sri Lanka Investment Will Shape Near-Term Outlook

Analysts have raised their price target for CEAT from ₹4,138.58 to ₹4,160.58, citing refined estimates in fair value and updated financial assumptions as the basis for the modest upward revision. What's in the News CEAT has scheduled a Board Meeting on October 17, 2025, to consider and approve unaudited financial results for the quarter and period ended September 30, 2025, appoint new directors, and address other matters.
내러티브 업데이트 • Oct 25

Global Expansion Plans And Business Moves Will Drive Long-Term Opportunity

Analysts have raised their price target for CEAT from ₹3,963.39 to ₹4,138.58. This decision is based on updated forecasts for profitability and fair value, despite a slightly higher discount rate.
내러티브 업데이트 • Sep 05

Rising Vehicle Demand And Electrification Will Unlock Global Opportunity

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.
User avatar
새로운 내러티브 • Jan 31

Electrification And International Expansion Will Strengthen Future Market Position

Strategic expansion in international markets and premiumization efforts are expected to boost revenue, improve net margins, and enhance pricing power.

이익 및 매출 성장 예측

BSE:500878 - 애널리스트 향후 추정치 및 과거 재무 데이터 (INR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/2029218,33611,0228,53122,5867
3/31/2028202,7489,3808,02220,44015
3/31/2027184,0776,2014,35918,06115
3/31/2026156,7806,9806,39017,856N/A
12/31/2025148,7975,537N/AN/AN/A
9/30/2025140,2264,9506,15515,510N/A
6/30/2025135,5454,309N/AN/AN/A
3/31/2025132,1794,7261,48610,920N/A
12/31/2024127,8914,817N/AN/AN/A
9/30/2024124,5235,6614,58413,609N/A
6/30/2024122,0116,522N/AN/AN/A
3/31/2024119,4356,4278,52017,193N/A
12/31/2023118,2656,678N/AN/AN/A
9/30/2023115,9055,2177,76415,926N/A
6/30/2023114,3173,215N/AN/AN/A
3/31/2023113,1491,8623,26412,055N/A
12/31/2022110,321777N/AN/AN/A
9/30/2022107,181223-1879,277N/A
6/30/2022102,754565N/AN/AN/A
3/31/202293,634712-3,3986,189N/A
12/31/202190,6111,988N/AN/AN/A
9/30/202188,6913,50908,360N/A
6/30/202183,9584,908N/AN/AN/A
3/31/202176,0964,3207,18213,577N/A
12/31/202068,9333,311N/AN/AN/A
9/30/202064,3382,5183,41510,801N/A
6/30/202061,4691,139N/AN/AN/A
3/31/202067,7882,313-1,6209,563N/A
12/31/201969,6592,436N/AN/AN/A
9/30/201969,3392,436N/A6,158N/A
6/30/201970,1462,628N/AN/AN/A
3/31/201969,8452,522N/A5,614N/A
12/31/201868,4872,651N/AN/AN/A
9/30/201867,0902,949N/AN/AN/A
6/30/201864,7743,084N/AN/AN/A
3/31/201862,8342,380N/A6,724N/A
12/31/201760,2872,272N/AN/AN/A
9/30/201758,5222,285N/AN/AN/A
6/30/201757,5602,588N/AN/AN/A
3/31/201757,6653,612N/A3,347N/A
12/31/201659,2004,020N/AN/AN/A
9/30/201658,4584,304N/AN/AN/A
6/30/201657,6974,288N/AN/AN/A
3/31/201654,8364,375N/A7,021N/A
12/31/201557,7504,357N/AN/AN/A
9/30/201557,7694,116N/AN/AN/A
6/30/201558,0623,865N/AN/AN/A

애널리스트 향후 성장 전망

수입 대 저축률: 500878 의 연간 예상 수익 증가율(15.7%)이 saving rate(6.9%)보다 높습니다.

수익 vs 시장: 500878 의 연간 수익(15.7%)이 Indian 시장(16.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 500878 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 500878 의 수익(연간 10.3%)이 Indian 시장(연간 10.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 500878 의 수익(연간 10.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 500878의 자본 수익률은 3년 후 16.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/29 09:06
종가2026/06/29 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

CEAT Limited는 40명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Annamalai Jayaraj360 ONE Capital Market Private Limited
Mumuksh MandleshaAnand Rathi Shares and Stock Brokers Limited
null nullAnand Rathi Shares and Stock Brokers Limited