View Financial HealthCEAT 배당 및 자사주 매입배당 기준 점검 4/6CEAT 수익으로 충분히 충당되는 현재 수익률 0.98% 보유한 배당금 지급 회사입니다. 다음 지급일은 16th September, 2026 이며 배당락일은 다음과 같습니다. 31st July, 2026.핵심 정보1.0%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률1.2%배당 성장률13.6%다음 배당 지급일16 Sep 26배당락일31 Jul 26주당 배당금n/a배당 성향20%최근 배당 및 자사주 매입 업데이트공고 • Aug 18Ceat Limited Declares Dividend for the Financial Year Ended March 31, 2026CEAT Limited announced in the 67th annual annual general meeting of the company held on August 17, 2026, the declaration of dividend of INR 35/- (Rupees Thirty Five only) per equity share of face value of INR 10/- (Rupees Ten only) each for the Financial Year ended March 31, 2026.Declared Dividend • Jul 23Dividend increased to ₹35.00Dividend of ₹35.00 is 17% higher than last year. Ex-date: 31st July 2026 Payment date: 16th September 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Apr 29CEAT Limited Recommends Dividend for the Fiscal Year 2025-2026CEAT Limited at its board of directors meeting held on April 28, 2026, recommended a dividend of INR 35.00 per share, i.e. 350% per equity share of face value of INR 10each fully paid up, for fiscal year 2025-2026, subject to approval of shareholders at the upcoming Annual General Meeting, which will be paid /dispatched within 30 days of such approval.분석 기사 • Aug 03CEAT (NSE:CEATLTD) Is Paying Out A Dividend Of ₹30.00CEAT Limited ( NSE:CEATLTD ) will pay a dividend of ₹30.00 on the 20th of September. The dividend yield will be 0.9...Declared Dividend • Jul 26Dividend of ₹30.00 announcedDividend of ₹30.00 is the same as last year. Ex-date: 8th August 2025 Payment date: 20th September 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 02Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%).모든 업데이트 보기Recent updates공고 • Aug 18Ceat Limited Declares Dividend for the Financial Year Ended March 31, 2026CEAT Limited announced in the 67th annual annual general meeting of the company held on August 17, 2026, the declaration of dividend of INR 35/- (Rupees Thirty Five only) per equity share of face value of INR 10/- (Rupees Ten only) each for the Financial Year ended March 31, 2026.Declared Dividend • Jul 23Dividend increased to ₹35.00Dividend of ₹35.00 is 17% higher than last year. Ex-date: 31st July 2026 Payment date: 16th September 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jul 21CEAT Limited, Annual General Meeting, Aug 17, 2026CEAT Limited, Annual General Meeting, Aug 17, 2026, at 15:00 Indian Standard Time.분석 기사 • Jul 19CEAT Limited Just Missed EPS By 95%: Here's What Analysts Think Will Happen NextShareholders might have noticed that CEAT Limited ( NSE:CEATLTD ) filed its first-quarter result this time last week...Reported Earnings • Jul 17First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: ₹1.07 (down from ₹27.80 in 1Q 2026). Revenue: ₹43.2b (up 23% from 1Q 2026). Net income: ₹40.0m (down 96% from 1Q 2026). Profit margin: 0.1% (down from 3.2% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 95%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jun 26CEAT Limited to Report Q1, 2027 Results on Jul 16, 2026CEAT Limited announced that they will report Q1, 2027 results on Jul 16, 2026Price Target Changed • May 17Price target decreased by 7.1% to ₹3,869Down from ₹4,166, the current price target is an average from 17 analysts. New target price is 20% above last closing price of ₹3,212. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹152 for next year compared to ₹173 last year.분석 기사 • May 14Here's Why We Think CEAT (NSE:CEATLTD) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...공고 • Apr 29CEAT Limited Recommends Dividend for the Fiscal Year 2025-2026CEAT Limited at its board of directors meeting held on April 28, 2026, recommended a dividend of INR 35.00 per share, i.e. 350% per equity share of face value of INR 10each fully paid up, for fiscal year 2025-2026, subject to approval of shareholders at the upcoming Annual General Meeting, which will be paid /dispatched within 30 days of such approval.공고 • Apr 06CEAT Limited to Report Fiscal Year 2026 Results on Apr 28, 2026CEAT Limited announced that they will report fiscal year 2026 results on Apr 28, 2026분석 기사 • Jan 29We Think CEAT (NSE:CEATLTD) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Jan 20Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹38.59 (up from ₹24.01 in 3Q 2025). Revenue: ₹41.6b (up 26% from 3Q 2025). Net income: ₹1.56b (up 60% from 3Q 2025). Profit margin: 3.7% (up from 2.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jan 06CEAT Limited to Report Q3, 2026 Results on Jan 19, 2026CEAT Limited announced that they will report Q3, 2026 results on Jan 19, 2026분석 기사 • Dec 26Estimating The Intrinsic Value Of CEAT Limited (NSE:CEATLTD)Key Insights Using the 2 Stage Free Cash Flow to Equity, CEAT fair value estimate is ₹3,299 Current share price of...분석 기사 • Dec 11We Like These Underlying Return On Capital Trends At CEAT (NSE:CEATLTD)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Buy Or Sell Opportunity • Dec 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹3,909. The fair value is estimated to be ₹3,239, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.분석 기사 • Nov 19Why We're Not Concerned About CEAT Limited's (NSE:CEATLTD) Share PriceWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 26x, you may consider CEAT...분석 기사 • Oct 28Is CEAT (NSE:CEATLTD) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Oct 20Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to ₹4,204. The fair value is estimated to be ₹3,245, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Reported Earnings • Oct 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹45.98 (up from ₹30.13 in 2Q 2025). Revenue: ₹37.8b (up 14% from 2Q 2025). Net income: ₹1.86b (up 53% from 2Q 2025). Profit margin: 4.9% (up from 3.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 35% per year.공고 • Oct 06CEAT Limited to Report Q2, 2026 Results on Oct 17, 2025CEAT Limited announced that they will report Q2, 2026 results on Oct 17, 2025분석 기사 • Aug 03CEAT (NSE:CEATLTD) Is Paying Out A Dividend Of ₹30.00CEAT Limited ( NSE:CEATLTD ) will pay a dividend of ₹30.00 on the 20th of September. The dividend yield will be 0.9...분석 기사 • Aug 03CEAT's (NSE:CEATLTD) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Santrupt Misra was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 26Dividend of ₹30.00 announcedDividend of ₹30.00 is the same as last year. Ex-date: 8th August 2025 Payment date: 20th September 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jul 25CEAT Limited, Annual General Meeting, Aug 21, 2025CEAT Limited, Annual General Meeting, Aug 21, 2025, at 15:00 Indian Standard Time.Reported Earnings • Jul 18First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ₹27.80 (down from ₹38.11 in 1Q 2025). Revenue: ₹35.3b (up 11% from 1Q 2025). Net income: ₹1.12b (down 27% from 1Q 2025). Profit margin: 3.2% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 46% per year.분석 기사 • Jul 09Estimating The Fair Value Of CEAT Limited (NSE:CEATLTD)Key Insights The projected fair value for CEAT is ₹4,532 based on 2 Stage Free Cash Flow to Equity Current share price...Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 26% to ₹3,656. The fair value is estimated to be ₹4,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 58%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.분석 기사 • Jun 20CEAT (NSE:CEATLTD) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹3,576, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 25x in the Auto Components industry in India. Total returns to shareholders of 231% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹4,443 per share.Price Target Changed • May 04Price target increased by 8.5% to ₹3,670Up from ₹3,383, the current price target is an average from 18 analysts. New target price is 8.7% above last closing price of ₹3,376. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹183 for next year compared to ₹117 last year.분석 기사 • May 02CEAT Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for CEAT Limited ( NSE:CEATLTD ) shareholders, because the company has just released its latest...Reported Earnings • Apr 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹117 (down from ₹159 in FY 2024). Revenue: ₹132.4b (up 11% from FY 2024). Net income: ₹4.73b (down 27% from FY 2024). Profit margin: 3.6% (down from 5.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 15Potential Upside For CEAT Limited (NSE:CEATLTD) Not Without RiskWith a median price-to-earnings (or "P/E") ratio of close to 25x in India, you could be forgiven for feeling...공고 • Apr 14CEAT Limited to Report Fiscal Year 2025 Results on Apr 29, 2025CEAT Limited announced that they will report fiscal year 2025 results on Apr 29, 2025공고 • Apr 11CEAT Limited Announces Resignation of Pravinsingh Pratapsingh Pardeshi as Non-Executive Independent Director, Member of Sustainability and Corporate Social Responsibility Committee and Stakeholders Relationship Committee, Effective April 10, 2025CEAT Limited announced that Pravinsingh Pratapsingh Pardeshi (DIN: 01658052), Non-Executive Independent Director, has tendered resignation as a Non-Executive, Independent Director of the Company with effect from the close of business hours of April 10, 2025 due to other pre-occupations and consequently, he also ceases to be the Member of Sustainability and Corporate Social Responsibility Committee and Stakeholders Relationship Committee of the Board.분석 기사 • Mar 11These 4 Measures Indicate That CEAT (NSE:CEATLTD) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Feb 22Calculating The Fair Value Of CEAT Limited (NSE:CEATLTD)Key Insights The projected fair value for CEAT is ₹2,544 based on 2 Stage Free Cash Flow to Equity Current share price...공고 • Feb 18CEAT Limited Announces Resignation of Ranjit Vasant Pandit as Non-Executive Independent DirectorCEAT Limited informed that Mr. Ranjit Vasant Pandit, Non-Executive Independent Director, has tendered resignation, conveying that in view of completion of nearly ten years on the Board, he wishes to relinquish the position of Director on the Board of the Company, with effect from close of business hours on March 2, 2025. Names of listed entities in which the director holds directorships; Great Eastern Shipping Company Limited and Just Dial Limited (Independent Director) Committee Membership in Just Dial Limited: Audit Committee Chairman.분석 기사 • Jan 18CEAT Limited Just Missed EPS By 11%: Here's What Analysts Think Will Happen NextLast week saw the newest third-quarter earnings release from CEAT Limited ( NSE:CEATLTD ), an important milestone in...Reported Earnings • Jan 16Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹24.01 (down from ₹44.87 in 3Q 2024). Revenue: ₹33.0b (up 12% from 3Q 2024). Net income: ₹971.1m (down 47% from 3Q 2024). Profit margin: 2.9% (down from 6.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.공고 • Jan 04CEAT Limited to Report Q3, 2025 Results on Jan 15, 2025CEAT Limited announced that they will report Q3, 2025 results at 12:15 PM, Indian Standard Time on Jan 15, 2025분석 기사 • Dec 30There's Been No Shortage Of Growth Recently For CEAT's (NSE:CEATLTD) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Price Target Changed • Oct 27Price target increased by 7.0% to ₹3,236Up from ₹3,023, the current price target is an average from 18 analysts. New target price is 18% above last closing price of ₹2,748. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₹141 for next year compared to ₹159 last year.분석 기사 • Oct 20Earnings Miss: CEAT Limited Missed EPS By 15% And Analysts Are Revising Their ForecastsCEAT Limited ( NSE:CEATLTD ) last week reported its latest half-yearly results, which makes it a good time for...Reported Earnings • Oct 18Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹30.13 (down from ₹51.42 in 2Q 2024). Revenue: ₹33.0b (up 8.2% from 2Q 2024). Net income: ₹1.22b (down 41% from 2Q 2024). Profit margin: 3.7% (down from 6.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.공고 • Oct 03CEAT Limited to Report Q2, 2025 Results on Oct 17, 2024CEAT Limited announced that they will report Q2, 2025 results on Oct 17, 2024분석 기사 • Oct 01Do CEAT's (NSE:CEATLTD) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...공고 • Sep 25Ceat Limited Announces Cessation Change in DirectorateCEAT Limited announced that the second consecutive term of office, for the following Independent Directors of the Company, ended on September 25, 2024: Mr. Atul Choksey, Mr. Haigreve Khaitan, and Mr. Mahesh S. Gupta. Accordingly, they will cease to be an Independent Director of the Company with effect from September 26, 2024.공고 • Sep 11+ 1 more updateCEAT Limited Announces Management ChangesCEAT Limited noted Mr. Kunjan Chikhlikar, has been designated as Senior Management Personnel (SMP). Further noted that Mr. Peter Becker, SVP - Global Head, Research and Development Technology has decided to move to an advisory role and ceases to be a Senior Management Personnel ("SMP"). Mr. Kunjan Chikhlikar has done Bachelor's Degree from Stern School of Business and management studies from Wharton School, University of Pernnsylvania. He is also a member of Wharton's Investment Management, Private Equity /Venture Capital and Entrepreneurship Clubs. Mr. Kunjan Chikhlikar, who carries post qualification experience of 14 years, has been with RPG Enterprises since March 2016 where he has been instrumental in establishing several new entrepreneurial ventures for the group including TyresnMore, E-Fleet Systems, Secure Ugaoo, Juno Clinic, Hopscotch, BluSapphire, Secure Things, SleepyCat, Gynoveda & Sentra.World. Prior to RPG, he was working with Growth Partners, India; Lighthouse Funds, IDFC Pvt Equity and Commonfund Asset Management Co handling portfolio investments, capital raising, evaluating & fructifying investment opportunities. Cessation of Mr. Peter Becker, SVP - Global Head, Research and Development Technology as Senior Management personnel due to change in role/employment.공고 • Aug 30+ 1 more updateCEAT Limited Appoints Praveen Pardeshi as Non-Executive, Independent DirectorCEAT Limited announced the appointment of Mr. Praveen Pardeshi (DIN: 01658052) as Non-Executive, Independent Director of the company, at the AGM held on August 29, 2024.분석 기사 • Aug 07Investors Should Be Encouraged By CEAT's (NSE:CEATLTD) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Upcoming Dividend • Aug 02Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%).공고 • Jul 26CEAT Limited, Annual General Meeting, Aug 29, 2024CEAT Limited, Annual General Meeting, Aug 29, 2024, at 15:00 Indian Standard Time.New Risk • Jul 21New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 20First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹38.11 (up from ₹35.75 in 1Q 2024). Revenue: ₹32.0b (up 9.0% from 1Q 2024). Net income: ₹1.54b (up 6.6% from 1Q 2024). Profit margin: 4.8% (down from 4.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 19CEAT Limited's (NSE:CEATLTD) Low P/E No Reason For ExcitementWith a price-to-earnings (or "P/E") ratio of 17.4x CEAT Limited ( NSE:CEATLTD ) may be sending bullish signals at the...공고 • Jul 10CEAT Limited to Report Q1, 2025 Results on Jul 18, 2024CEAT Limited announced that they will report Q1, 2025 results on Jul 18, 2024공고 • Jul 01CEAT Limited Announces Executive ChangesCEAT Limited announced resignation of Mr. Saurav Mukherjee as Senior Vice President Global Sales dated 30 June 2024 to pursue personal interests. Further, Mr. Vishal Pawar has been appointed as Senior Vice President Global Sales and Supply Chain Management and has been identified as SMP with effect from 1 July 2024. Vishal has completed his Bachelor's in Engineering and MBA in Marketing. He has 22 years of experience of which about 13 years have been with CEAT. His recent assignment with CEAT was Vice President Replacement Sales, where he was responsible for PAN India Sales.Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Daisy Chittilapilly was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Jun 08CEAT Limited Approves Appointment of Ms. Daisy Chittilapilly as an Independent DirectorCEAT Limited informed that as set out in the Notice of Postal Ballot, the following special resolutions have been as passed on June 6, 2024 through remote e-Voting: Appointment of Ms. Daisy Chittilapilly (DIN:09577569) as an Independent Director of the Company.분석 기사 • May 21Is CEAT (NSE:CEATLTD) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • May 05Earnings Miss: CEAT Limited Missed EPS By 7.8% And Analysts Are Revising Their ForecastsThe yearly results for CEAT Limited ( NSE:CEATLTD ) were released last week, making it a good time to revisit its...공고 • May 03CEAT Limited Recommends Final Dividend for the Year Ended March 31, 2024CEAT Limited at its board meeting held on May 2, 2024 recommended final dividend of INR 30/- (Rupees Thirty only), i.e. 300% (Three Hundred percent) per equity share of face value of INR 10 (Rupees Ten only) each fully paid up, for the financial year ended March 31, 2024, subject to the approval of the members at upcoming Annual General Meeting, which will be paid /dispatched within 30 days of its declaration thereat.Reported Earnings • May 02Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹159 (up from ₹46.03 in FY 2023). Revenue: ₹119.6b (up 5.7% from FY 2023). Net income: ₹6.43b (up 245% from FY 2023). Profit margin: 5.4% (up from 1.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 25% per year.공고 • Apr 21CEAT Limited to Report Q4, 2024 Results on May 02, 2024CEAT Limited announced that they will report Q4, 2024 results on May 02, 2024분석 기사 • Mar 28CEAT (NSE:CEATLTD) Is Achieving High Returns On Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...공고 • Mar 15CEAT Limited Announces Reconstitution of Board CommitteesCEAT Limited announced that the Board considered inducting the new directors on various Board committees by reconstituting the committees as under: i. Audit Committee Mr. Mahesh Gupta Chairman, Mr. Paras Chowdhary – Member, Mr. Atul Choksey Member, Mr. Milind Sarwate – Member, ii. Risk Management Committee, Mr. Mahesh Gupta Chairman, Mr. Paras Chowdhary – Member, Mr. Anant Goenka Member, Mr. Milind Sarwate – Member, iii. Nomination and Remuneration Committee Mr. Mahesh Gupta Chairman, Mr. Paras Chowdhary – Member, Mr. Atul Choksey Member, Ms. Sukanya Kripalu – Member, iv. Stakeholders' Relationship Committee Mr. Anant Goenka Chairman, Mr. Mahesh Gupta Member, Mr. Paras Chowdhary Member, Mr. Arnab Banerjee – Member, v. Sustainability and CSR Committee Mr. Anant Goenka Chairman, Mr. Paras Chowdhary Member, Ms. Priya Nair – Member, Ms. Sukanya Kripalu – Member.분석 기사 • Mar 12Is Now The Time To Put CEAT (NSE:CEATLTD) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Price Target Changed • Jan 29Price target increased by 13% to ₹2,815Up from ₹2,492, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of ₹2,725. Stock is up 80% over the past year. The company is forecast to post earnings per share of ₹172 for next year compared to ₹46.02 last year.분석 기사 • Jan 27CEAT Limited Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in CEAT Limited ( NSE:CEATLTD ) had a good week, as its shares rose 9.2% to close at ₹2,834 following the...Reported Earnings • Jan 26Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹44.87 (up from ₹8.75 in 3Q 2023). Revenue: ₹29.6b (up 8.7% from 3Q 2023). Net income: ₹1.81b (up 413% from 3Q 2023). Profit margin: 6.1% (up from 1.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹2,914, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,938 per share.분석 기사 • Jan 20Little Excitement Around CEAT Limited's (NSE:CEATLTD) RevenuesCEAT Limited's ( NSE:CEATLTD ) price-to-sales (or "P/S") ratio of 0.9x may look like a pretty appealing investment...공고 • Jan 11CEAT Limited to Report Nine Months, 2024 Results on Jan 24, 2024CEAT Limited announced that they will report nine months, 2024 results on Jan 24, 2024분석 기사 • Oct 25CEAT (NSE:CEATLTD) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...공고 • Oct 07CEAT Limited to Report Q2, 2024 Results on Oct 16, 2023CEAT Limited announced that they will report Q2, 2024 results on Oct 16, 2023New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks High level of debt (64% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.분석 기사 • Aug 12Is CEAT Limited (NSE:CEATLTD) Worth ₹2.3k Based On Its Intrinsic Value?Key Insights The projected fair value for CEAT is ₹1,924 based on 2 Stage Free Cash Flow to Equity CEAT's ₹2,323 share...Price Target Changed • Jul 28Price target increased by 8.7% to ₹2,102Up from ₹1,935, the current price target is an average from 18 analysts. New target price is 14% below last closing price of ₹2,434. Stock is up 93% over the past year. The company is forecast to post earnings per share of ₹136 for next year compared to ₹46.02 last year.Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: ₹35.75 (vs ₹2.29 in 1Q 2023)First quarter 2024 results: EPS: ₹35.75 (up from ₹2.29 in 1Q 2023). Revenue: ₹29.4b (up 4.3% from 1Q 2023). Net income: ₹1.45b (up ₹1.35b from 1Q 2023). Profit margin: 4.9% (up from 0.3% in 1Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.공고 • Jul 15CEAT Limited to Report Q1, 2024 Results on Jul 25, 2023CEAT Limited announced that they will report Q1, 2024 results on Jul 25, 2023New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).공고 • Jul 06CEAT Limited Approves Dividend for the Financial Year Ended March 31, 2023CEAT Limited at the Annual General Meeting held on July 5, 2023 approved declaration of dividend of INR 12 per equity share of face value of INR 10 each for the financial year ended March 31, 2023.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹2,485, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Auto Components industry in India. Total returns to shareholders of 181% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,093 per share.Reported Earnings • Jun 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹46.03 (up from ₹17.60 in FY 2022). Revenue: ₹113.1b (up 21% from FY 2022). Net income: ₹1.86b (up 162% from FY 2022). Profit margin: 1.6% (up from 0.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 13Upcoming dividend of ₹12.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 03 August 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).공고 • Jun 09CEAT Limited, Annual General Meeting, Jul 05, 2023CEAT Limited, Annual General Meeting, Jul 05, 2023, at 15:00 Indian Standard Time.분석 기사 • Jun 04Is CEAT (NSE:CEATLTD) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공고 • Jun 02CEAT Limited Announces Resignation of Vinay Bansal as Non-Executive Independent DirectorCEAT Limited announced that Mr. Vinay Bansal, aged 78, Non-executive Independent Director on the Board of the Company, has vide his letter dated June 1, 2023, informed of his desire to resign from the Board as a Non-executive Independent Director of the Company owing to his advancing age and consequently also from his membership of the Committees of the Board he has been serving on, with effect from the close of business hours on June 1, 2023. Audit Committee: Mr. Mahesh Gupta - Chairman, Mr. Paras Chowdhary - Member, Mr. Atul Choksey - Member. Risk Management Committee: Mr. Mahesh Gupta - Chairman, Mr. Paras Chowdhary - Member Mr. Anant Goenka - Member. Nomination and Remuneration Committee: Mr. Mahesh Gupta - Chairman Mr. Paras Chowdhary - Member Mr. Atul Choksey - Member. Stakeholders' Relationship Committee: Mr. Anant Goenka - Chairman, Mr. Mahesh Gupta - Member, Mr. Paras Chowdhary - Member.분석 기사 • May 17CEAT (NSE:CEATLTD) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Price Target Changed • May 08Price target increased by 10% to ₹1,764Up from ₹1,598, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of ₹1,710. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹117 for next year compared to ₹46.02 last year.Reported Earnings • May 06Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹46.02 (up from ₹17.60 in FY 2022). Revenue: ₹113.1b (up 21% from FY 2022). Net income: ₹1.86b (up 162% from FY 2022). Profit margin: 1.6% (up from 0.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.공고 • May 05Ceat Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023CEAT Limited Recommended final dividend INR 12 per equity share of face value of INR 10 each fully paid up, for the financial year ended March 31, 2023, subject to the approval of the members at ensuing Annual General Meeting, which will be paid /dispatched within 30 days of its declaration thereat.분석 기사 • Mar 01Estimating The Intrinsic Value Of CEAT Limited (NSE:CEATLTD)Key Insights The projected fair value for CEAT is ₹1,328 based on 2 Stage Free Cash Flow to Equity CEAT's ₹1,384 share...지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: CEATLTD 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: CEATLTD 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장CEAT 배당 수익률 vs 시장CEATLTD의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (CEATLTD)1.0%시장 하위 25% (IN)0.3%시장 상위 25% (IN)1.5%업계 평균 (Auto Components)0.5%분석가 예측 (CEATLTD) (최대 3년)1.2%주목할만한 배당금: CEATLTD 의 배당금( 0.98% )은 Indian 시장에서 배당금 지급자의 하위 25%( 0.29% )보다 높습니다.고배당: CEATLTD 의 배당금( 0.98% )은 Indian 시장에서 배당금 지급자의 상위 25%( 1.45% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 20.3% )이 낮기 때문에 CEATLTD 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 22.2% )이 낮기 때문에 CEATLTD 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/21 16:18종가2026/08/21 00:00수익2026/06/30연간 수익2026/03/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스CEAT Limited는 44명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Annamalai Jayaraj360 ONE Capital Market Private LimitedMumuksh MandleshaAnand Rathi Shares and Stock Brokers Limitednull nullAnand Rathi Shares and Stock Brokers Limited41명의 분석가 더 보기
공고 • Aug 18Ceat Limited Declares Dividend for the Financial Year Ended March 31, 2026CEAT Limited announced in the 67th annual annual general meeting of the company held on August 17, 2026, the declaration of dividend of INR 35/- (Rupees Thirty Five only) per equity share of face value of INR 10/- (Rupees Ten only) each for the Financial Year ended March 31, 2026.
Declared Dividend • Jul 23Dividend increased to ₹35.00Dividend of ₹35.00 is 17% higher than last year. Ex-date: 31st July 2026 Payment date: 16th September 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Apr 29CEAT Limited Recommends Dividend for the Fiscal Year 2025-2026CEAT Limited at its board of directors meeting held on April 28, 2026, recommended a dividend of INR 35.00 per share, i.e. 350% per equity share of face value of INR 10each fully paid up, for fiscal year 2025-2026, subject to approval of shareholders at the upcoming Annual General Meeting, which will be paid /dispatched within 30 days of such approval.
분석 기사 • Aug 03CEAT (NSE:CEATLTD) Is Paying Out A Dividend Of ₹30.00CEAT Limited ( NSE:CEATLTD ) will pay a dividend of ₹30.00 on the 20th of September. The dividend yield will be 0.9...
Declared Dividend • Jul 26Dividend of ₹30.00 announcedDividend of ₹30.00 is the same as last year. Ex-date: 8th August 2025 Payment date: 20th September 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 02Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%).
공고 • Aug 18Ceat Limited Declares Dividend for the Financial Year Ended March 31, 2026CEAT Limited announced in the 67th annual annual general meeting of the company held on August 17, 2026, the declaration of dividend of INR 35/- (Rupees Thirty Five only) per equity share of face value of INR 10/- (Rupees Ten only) each for the Financial Year ended March 31, 2026.
Declared Dividend • Jul 23Dividend increased to ₹35.00Dividend of ₹35.00 is 17% higher than last year. Ex-date: 31st July 2026 Payment date: 16th September 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 86% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jul 21CEAT Limited, Annual General Meeting, Aug 17, 2026CEAT Limited, Annual General Meeting, Aug 17, 2026, at 15:00 Indian Standard Time.
분석 기사 • Jul 19CEAT Limited Just Missed EPS By 95%: Here's What Analysts Think Will Happen NextShareholders might have noticed that CEAT Limited ( NSE:CEATLTD ) filed its first-quarter result this time last week...
Reported Earnings • Jul 17First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: ₹1.07 (down from ₹27.80 in 1Q 2026). Revenue: ₹43.2b (up 23% from 1Q 2026). Net income: ₹40.0m (down 96% from 1Q 2026). Profit margin: 0.1% (down from 3.2% in 1Q 2026). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 95%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jun 26CEAT Limited to Report Q1, 2027 Results on Jul 16, 2026CEAT Limited announced that they will report Q1, 2027 results on Jul 16, 2026
Price Target Changed • May 17Price target decreased by 7.1% to ₹3,869Down from ₹4,166, the current price target is an average from 17 analysts. New target price is 20% above last closing price of ₹3,212. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹152 for next year compared to ₹173 last year.
분석 기사 • May 14Here's Why We Think CEAT (NSE:CEATLTD) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
공고 • Apr 29CEAT Limited Recommends Dividend for the Fiscal Year 2025-2026CEAT Limited at its board of directors meeting held on April 28, 2026, recommended a dividend of INR 35.00 per share, i.e. 350% per equity share of face value of INR 10each fully paid up, for fiscal year 2025-2026, subject to approval of shareholders at the upcoming Annual General Meeting, which will be paid /dispatched within 30 days of such approval.
공고 • Apr 06CEAT Limited to Report Fiscal Year 2026 Results on Apr 28, 2026CEAT Limited announced that they will report fiscal year 2026 results on Apr 28, 2026
분석 기사 • Jan 29We Think CEAT (NSE:CEATLTD) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Jan 20Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹38.59 (up from ₹24.01 in 3Q 2025). Revenue: ₹41.6b (up 26% from 3Q 2025). Net income: ₹1.56b (up 60% from 3Q 2025). Profit margin: 3.7% (up from 2.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jan 06CEAT Limited to Report Q3, 2026 Results on Jan 19, 2026CEAT Limited announced that they will report Q3, 2026 results on Jan 19, 2026
분석 기사 • Dec 26Estimating The Intrinsic Value Of CEAT Limited (NSE:CEATLTD)Key Insights Using the 2 Stage Free Cash Flow to Equity, CEAT fair value estimate is ₹3,299 Current share price of...
분석 기사 • Dec 11We Like These Underlying Return On Capital Trends At CEAT (NSE:CEATLTD)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Buy Or Sell Opportunity • Dec 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹3,909. The fair value is estimated to be ₹3,239, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
분석 기사 • Nov 19Why We're Not Concerned About CEAT Limited's (NSE:CEATLTD) Share PriceWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 26x, you may consider CEAT...
분석 기사 • Oct 28Is CEAT (NSE:CEATLTD) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Oct 20Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to ₹4,204. The fair value is estimated to be ₹3,245, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Earnings per share has grown by 33%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Reported Earnings • Oct 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹45.98 (up from ₹30.13 in 2Q 2025). Revenue: ₹37.8b (up 14% from 2Q 2025). Net income: ₹1.86b (up 53% from 2Q 2025). Profit margin: 4.9% (up from 3.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year whereas the company’s share price has increased by 35% per year.
공고 • Oct 06CEAT Limited to Report Q2, 2026 Results on Oct 17, 2025CEAT Limited announced that they will report Q2, 2026 results on Oct 17, 2025
분석 기사 • Aug 03CEAT (NSE:CEATLTD) Is Paying Out A Dividend Of ₹30.00CEAT Limited ( NSE:CEATLTD ) will pay a dividend of ₹30.00 on the 20th of September. The dividend yield will be 0.9...
분석 기사 • Aug 03CEAT's (NSE:CEATLTD) Returns On Capital Are Heading HigherWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Santrupt Misra was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 26Dividend of ₹30.00 announcedDividend of ₹30.00 is the same as last year. Ex-date: 8th August 2025 Payment date: 20th September 2025 Dividend yield will be 0.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (26% earnings payout ratio) and cash flows (82% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 99% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jul 25CEAT Limited, Annual General Meeting, Aug 21, 2025CEAT Limited, Annual General Meeting, Aug 21, 2025, at 15:00 Indian Standard Time.
Reported Earnings • Jul 18First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: ₹27.80 (down from ₹38.11 in 1Q 2025). Revenue: ₹35.3b (up 11% from 1Q 2025). Net income: ₹1.12b (down 27% from 1Q 2025). Profit margin: 3.2% (down from 4.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 46% per year.
분석 기사 • Jul 09Estimating The Fair Value Of CEAT Limited (NSE:CEATLTD)Key Insights The projected fair value for CEAT is ₹4,532 based on 2 Stage Free Cash Flow to Equity Current share price...
Buy Or Sell Opportunity • Jul 01Now 20% undervaluedOver the last 90 days, the stock has risen 26% to ₹3,656. The fair value is estimated to be ₹4,584, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 58%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
분석 기사 • Jun 20CEAT (NSE:CEATLTD) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹3,576, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 25x in the Auto Components industry in India. Total returns to shareholders of 231% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹4,443 per share.
Price Target Changed • May 04Price target increased by 8.5% to ₹3,670Up from ₹3,383, the current price target is an average from 18 analysts. New target price is 8.7% above last closing price of ₹3,376. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹183 for next year compared to ₹117 last year.
분석 기사 • May 02CEAT Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for CEAT Limited ( NSE:CEATLTD ) shareholders, because the company has just released its latest...
Reported Earnings • Apr 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹117 (down from ₹159 in FY 2024). Revenue: ₹132.4b (up 11% from FY 2024). Net income: ₹4.73b (down 27% from FY 2024). Profit margin: 3.6% (down from 5.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 15Potential Upside For CEAT Limited (NSE:CEATLTD) Not Without RiskWith a median price-to-earnings (or "P/E") ratio of close to 25x in India, you could be forgiven for feeling...
공고 • Apr 14CEAT Limited to Report Fiscal Year 2025 Results on Apr 29, 2025CEAT Limited announced that they will report fiscal year 2025 results on Apr 29, 2025
공고 • Apr 11CEAT Limited Announces Resignation of Pravinsingh Pratapsingh Pardeshi as Non-Executive Independent Director, Member of Sustainability and Corporate Social Responsibility Committee and Stakeholders Relationship Committee, Effective April 10, 2025CEAT Limited announced that Pravinsingh Pratapsingh Pardeshi (DIN: 01658052), Non-Executive Independent Director, has tendered resignation as a Non-Executive, Independent Director of the Company with effect from the close of business hours of April 10, 2025 due to other pre-occupations and consequently, he also ceases to be the Member of Sustainability and Corporate Social Responsibility Committee and Stakeholders Relationship Committee of the Board.
분석 기사 • Mar 11These 4 Measures Indicate That CEAT (NSE:CEATLTD) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Feb 22Calculating The Fair Value Of CEAT Limited (NSE:CEATLTD)Key Insights The projected fair value for CEAT is ₹2,544 based on 2 Stage Free Cash Flow to Equity Current share price...
공고 • Feb 18CEAT Limited Announces Resignation of Ranjit Vasant Pandit as Non-Executive Independent DirectorCEAT Limited informed that Mr. Ranjit Vasant Pandit, Non-Executive Independent Director, has tendered resignation, conveying that in view of completion of nearly ten years on the Board, he wishes to relinquish the position of Director on the Board of the Company, with effect from close of business hours on March 2, 2025. Names of listed entities in which the director holds directorships; Great Eastern Shipping Company Limited and Just Dial Limited (Independent Director) Committee Membership in Just Dial Limited: Audit Committee Chairman.
분석 기사 • Jan 18CEAT Limited Just Missed EPS By 11%: Here's What Analysts Think Will Happen NextLast week saw the newest third-quarter earnings release from CEAT Limited ( NSE:CEATLTD ), an important milestone in...
Reported Earnings • Jan 16Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹24.01 (down from ₹44.87 in 3Q 2024). Revenue: ₹33.0b (up 12% from 3Q 2024). Net income: ₹971.1m (down 47% from 3Q 2024). Profit margin: 2.9% (down from 6.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
공고 • Jan 04CEAT Limited to Report Q3, 2025 Results on Jan 15, 2025CEAT Limited announced that they will report Q3, 2025 results at 12:15 PM, Indian Standard Time on Jan 15, 2025
분석 기사 • Dec 30There's Been No Shortage Of Growth Recently For CEAT's (NSE:CEATLTD) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Price Target Changed • Oct 27Price target increased by 7.0% to ₹3,236Up from ₹3,023, the current price target is an average from 18 analysts. New target price is 18% above last closing price of ₹2,748. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₹141 for next year compared to ₹159 last year.
분석 기사 • Oct 20Earnings Miss: CEAT Limited Missed EPS By 15% And Analysts Are Revising Their ForecastsCEAT Limited ( NSE:CEATLTD ) last week reported its latest half-yearly results, which makes it a good time for...
Reported Earnings • Oct 18Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹30.13 (down from ₹51.42 in 2Q 2024). Revenue: ₹33.0b (up 8.2% from 2Q 2024). Net income: ₹1.22b (down 41% from 2Q 2024). Profit margin: 3.7% (down from 6.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
공고 • Oct 03CEAT Limited to Report Q2, 2025 Results on Oct 17, 2024CEAT Limited announced that they will report Q2, 2025 results on Oct 17, 2024
분석 기사 • Oct 01Do CEAT's (NSE:CEATLTD) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
공고 • Sep 25Ceat Limited Announces Cessation Change in DirectorateCEAT Limited announced that the second consecutive term of office, for the following Independent Directors of the Company, ended on September 25, 2024: Mr. Atul Choksey, Mr. Haigreve Khaitan, and Mr. Mahesh S. Gupta. Accordingly, they will cease to be an Independent Director of the Company with effect from September 26, 2024.
공고 • Sep 11+ 1 more updateCEAT Limited Announces Management ChangesCEAT Limited noted Mr. Kunjan Chikhlikar, has been designated as Senior Management Personnel (SMP). Further noted that Mr. Peter Becker, SVP - Global Head, Research and Development Technology has decided to move to an advisory role and ceases to be a Senior Management Personnel ("SMP"). Mr. Kunjan Chikhlikar has done Bachelor's Degree from Stern School of Business and management studies from Wharton School, University of Pernnsylvania. He is also a member of Wharton's Investment Management, Private Equity /Venture Capital and Entrepreneurship Clubs. Mr. Kunjan Chikhlikar, who carries post qualification experience of 14 years, has been with RPG Enterprises since March 2016 where he has been instrumental in establishing several new entrepreneurial ventures for the group including TyresnMore, E-Fleet Systems, Secure Ugaoo, Juno Clinic, Hopscotch, BluSapphire, Secure Things, SleepyCat, Gynoveda & Sentra.World. Prior to RPG, he was working with Growth Partners, India; Lighthouse Funds, IDFC Pvt Equity and Commonfund Asset Management Co handling portfolio investments, capital raising, evaluating & fructifying investment opportunities. Cessation of Mr. Peter Becker, SVP - Global Head, Research and Development Technology as Senior Management personnel due to change in role/employment.
공고 • Aug 30+ 1 more updateCEAT Limited Appoints Praveen Pardeshi as Non-Executive, Independent DirectorCEAT Limited announced the appointment of Mr. Praveen Pardeshi (DIN: 01658052) as Non-Executive, Independent Director of the company, at the AGM held on August 29, 2024.
분석 기사 • Aug 07Investors Should Be Encouraged By CEAT's (NSE:CEATLTD) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Upcoming Dividend • Aug 02Upcoming dividend of ₹30.00 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 28 September 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%).
공고 • Jul 26CEAT Limited, Annual General Meeting, Aug 29, 2024CEAT Limited, Annual General Meeting, Aug 29, 2024, at 15:00 Indian Standard Time.
New Risk • Jul 21New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 20First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹38.11 (up from ₹35.75 in 1Q 2024). Revenue: ₹32.0b (up 9.0% from 1Q 2024). Net income: ₹1.54b (up 6.6% from 1Q 2024). Profit margin: 4.8% (down from 4.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 19CEAT Limited's (NSE:CEATLTD) Low P/E No Reason For ExcitementWith a price-to-earnings (or "P/E") ratio of 17.4x CEAT Limited ( NSE:CEATLTD ) may be sending bullish signals at the...
공고 • Jul 10CEAT Limited to Report Q1, 2025 Results on Jul 18, 2024CEAT Limited announced that they will report Q1, 2025 results on Jul 18, 2024
공고 • Jul 01CEAT Limited Announces Executive ChangesCEAT Limited announced resignation of Mr. Saurav Mukherjee as Senior Vice President Global Sales dated 30 June 2024 to pursue personal interests. Further, Mr. Vishal Pawar has been appointed as Senior Vice President Global Sales and Supply Chain Management and has been identified as SMP with effect from 1 July 2024. Vishal has completed his Bachelor's in Engineering and MBA in Marketing. He has 22 years of experience of which about 13 years have been with CEAT. His recent assignment with CEAT was Vice President Replacement Sales, where he was responsible for PAN India Sales.
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Daisy Chittilapilly was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Jun 08CEAT Limited Approves Appointment of Ms. Daisy Chittilapilly as an Independent DirectorCEAT Limited informed that as set out in the Notice of Postal Ballot, the following special resolutions have been as passed on June 6, 2024 through remote e-Voting: Appointment of Ms. Daisy Chittilapilly (DIN:09577569) as an Independent Director of the Company.
분석 기사 • May 21Is CEAT (NSE:CEATLTD) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • May 05Earnings Miss: CEAT Limited Missed EPS By 7.8% And Analysts Are Revising Their ForecastsThe yearly results for CEAT Limited ( NSE:CEATLTD ) were released last week, making it a good time to revisit its...
공고 • May 03CEAT Limited Recommends Final Dividend for the Year Ended March 31, 2024CEAT Limited at its board meeting held on May 2, 2024 recommended final dividend of INR 30/- (Rupees Thirty only), i.e. 300% (Three Hundred percent) per equity share of face value of INR 10 (Rupees Ten only) each fully paid up, for the financial year ended March 31, 2024, subject to the approval of the members at upcoming Annual General Meeting, which will be paid /dispatched within 30 days of its declaration thereat.
Reported Earnings • May 02Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹159 (up from ₹46.03 in FY 2023). Revenue: ₹119.6b (up 5.7% from FY 2023). Net income: ₹6.43b (up 245% from FY 2023). Profit margin: 5.4% (up from 1.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 25% per year.
공고 • Apr 21CEAT Limited to Report Q4, 2024 Results on May 02, 2024CEAT Limited announced that they will report Q4, 2024 results on May 02, 2024
분석 기사 • Mar 28CEAT (NSE:CEATLTD) Is Achieving High Returns On Its CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
공고 • Mar 15CEAT Limited Announces Reconstitution of Board CommitteesCEAT Limited announced that the Board considered inducting the new directors on various Board committees by reconstituting the committees as under: i. Audit Committee Mr. Mahesh Gupta Chairman, Mr. Paras Chowdhary – Member, Mr. Atul Choksey Member, Mr. Milind Sarwate – Member, ii. Risk Management Committee, Mr. Mahesh Gupta Chairman, Mr. Paras Chowdhary – Member, Mr. Anant Goenka Member, Mr. Milind Sarwate – Member, iii. Nomination and Remuneration Committee Mr. Mahesh Gupta Chairman, Mr. Paras Chowdhary – Member, Mr. Atul Choksey Member, Ms. Sukanya Kripalu – Member, iv. Stakeholders' Relationship Committee Mr. Anant Goenka Chairman, Mr. Mahesh Gupta Member, Mr. Paras Chowdhary Member, Mr. Arnab Banerjee – Member, v. Sustainability and CSR Committee Mr. Anant Goenka Chairman, Mr. Paras Chowdhary Member, Ms. Priya Nair – Member, Ms. Sukanya Kripalu – Member.
분석 기사 • Mar 12Is Now The Time To Put CEAT (NSE:CEATLTD) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Price Target Changed • Jan 29Price target increased by 13% to ₹2,815Up from ₹2,492, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of ₹2,725. Stock is up 80% over the past year. The company is forecast to post earnings per share of ₹172 for next year compared to ₹46.02 last year.
분석 기사 • Jan 27CEAT Limited Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in CEAT Limited ( NSE:CEATLTD ) had a good week, as its shares rose 9.2% to close at ₹2,834 following the...
Reported Earnings • Jan 26Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹44.87 (up from ₹8.75 in 3Q 2023). Revenue: ₹29.6b (up 8.7% from 3Q 2023). Net income: ₹1.81b (up 413% from 3Q 2023). Profit margin: 6.1% (up from 1.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹2,914, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,938 per share.
분석 기사 • Jan 20Little Excitement Around CEAT Limited's (NSE:CEATLTD) RevenuesCEAT Limited's ( NSE:CEATLTD ) price-to-sales (or "P/S") ratio of 0.9x may look like a pretty appealing investment...
공고 • Jan 11CEAT Limited to Report Nine Months, 2024 Results on Jan 24, 2024CEAT Limited announced that they will report nine months, 2024 results on Jan 24, 2024
분석 기사 • Oct 25CEAT (NSE:CEATLTD) Hasn't Managed To Accelerate Its ReturnsIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
공고 • Oct 07CEAT Limited to Report Q2, 2024 Results on Oct 16, 2023CEAT Limited announced that they will report Q2, 2024 results on Oct 16, 2023
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 11% per year over the past 5 years. Minor Risks High level of debt (64% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
분석 기사 • Aug 12Is CEAT Limited (NSE:CEATLTD) Worth ₹2.3k Based On Its Intrinsic Value?Key Insights The projected fair value for CEAT is ₹1,924 based on 2 Stage Free Cash Flow to Equity CEAT's ₹2,323 share...
Price Target Changed • Jul 28Price target increased by 8.7% to ₹2,102Up from ₹1,935, the current price target is an average from 18 analysts. New target price is 14% below last closing price of ₹2,434. Stock is up 93% over the past year. The company is forecast to post earnings per share of ₹136 for next year compared to ₹46.02 last year.
Reported Earnings • Jul 26First quarter 2024 earnings released: EPS: ₹35.75 (vs ₹2.29 in 1Q 2023)First quarter 2024 results: EPS: ₹35.75 (up from ₹2.29 in 1Q 2023). Revenue: ₹29.4b (up 4.3% from 1Q 2023). Net income: ₹1.45b (up ₹1.35b from 1Q 2023). Profit margin: 4.9% (up from 0.3% in 1Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
공고 • Jul 15CEAT Limited to Report Q1, 2024 Results on Jul 25, 2023CEAT Limited announced that they will report Q1, 2024 results on Jul 25, 2023
New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).
공고 • Jul 06CEAT Limited Approves Dividend for the Financial Year Ended March 31, 2023CEAT Limited at the Annual General Meeting held on July 5, 2023 approved declaration of dividend of INR 12 per equity share of face value of INR 10 each for the financial year ended March 31, 2023.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹2,485, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 23x in the Auto Components industry in India. Total returns to shareholders of 181% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,093 per share.
Reported Earnings • Jun 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹46.03 (up from ₹17.60 in FY 2022). Revenue: ₹113.1b (up 21% from FY 2022). Net income: ₹1.86b (up 162% from FY 2022). Profit margin: 1.6% (up from 0.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 13Upcoming dividend of ₹12.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 03 August 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.9%).
공고 • Jun 09CEAT Limited, Annual General Meeting, Jul 05, 2023CEAT Limited, Annual General Meeting, Jul 05, 2023, at 15:00 Indian Standard Time.
분석 기사 • Jun 04Is CEAT (NSE:CEATLTD) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공고 • Jun 02CEAT Limited Announces Resignation of Vinay Bansal as Non-Executive Independent DirectorCEAT Limited announced that Mr. Vinay Bansal, aged 78, Non-executive Independent Director on the Board of the Company, has vide his letter dated June 1, 2023, informed of his desire to resign from the Board as a Non-executive Independent Director of the Company owing to his advancing age and consequently also from his membership of the Committees of the Board he has been serving on, with effect from the close of business hours on June 1, 2023. Audit Committee: Mr. Mahesh Gupta - Chairman, Mr. Paras Chowdhary - Member, Mr. Atul Choksey - Member. Risk Management Committee: Mr. Mahesh Gupta - Chairman, Mr. Paras Chowdhary - Member Mr. Anant Goenka - Member. Nomination and Remuneration Committee: Mr. Mahesh Gupta - Chairman Mr. Paras Chowdhary - Member Mr. Atul Choksey - Member. Stakeholders' Relationship Committee: Mr. Anant Goenka - Chairman, Mr. Mahesh Gupta - Member, Mr. Paras Chowdhary - Member.
분석 기사 • May 17CEAT (NSE:CEATLTD) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Price Target Changed • May 08Price target increased by 10% to ₹1,764Up from ₹1,598, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of ₹1,710. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹117 for next year compared to ₹46.02 last year.
Reported Earnings • May 06Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: ₹46.02 (up from ₹17.60 in FY 2022). Revenue: ₹113.1b (up 21% from FY 2022). Net income: ₹1.86b (up 162% from FY 2022). Profit margin: 1.6% (up from 0.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
공고 • May 05Ceat Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023CEAT Limited Recommended final dividend INR 12 per equity share of face value of INR 10 each fully paid up, for the financial year ended March 31, 2023, subject to the approval of the members at ensuing Annual General Meeting, which will be paid /dispatched within 30 days of its declaration thereat.
분석 기사 • Mar 01Estimating The Intrinsic Value Of CEAT Limited (NSE:CEATLTD)Key Insights The projected fair value for CEAT is ₹1,328 based on 2 Stage Free Cash Flow to Equity CEAT's ₹1,384 share...