CEAT’s big bet on premium and global markets: Opportunity or overreach?
In Q2 FY26, CEAT delivered double-digit revenue growth, nearly 41 per cent gross margins, and more than 13 per cent EBITDA margin. Softer input costs, a rebound in OEM and export demand, and a premium product mix lifted performance, while the Camso acquisition signalled a bold global ambition. Yet, higher leverage and exposure to volatile global cycles raise a question: can CEAT sustain its new rhythm when costs rise and competition intensifies?
In Q2 FY26, CEAT delivered double-digit revenue growth, nearly 41 per cent gross margins, and more than 13 per cent EBITDA margin. Softer input costs, a rebound in OEM and export demand, and a premium product mix lifted performance, while the Camso acquisition signalled a bold global ambition. Yet, higher leverage and exposure to volatile global cycles raise a question: can CEAT sustain its new rhythm when costs rise and competition intensifies?
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