CEAT Limited — Q4 FY26
CEAT delivered a strong Q4 FY26 with standalone revenue growing 18.2% YoY to ₹4,219 crore, driven by broad-based demand across replacement, OEM, and international segments.
neutral
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY26
CAMSO margin to trend to low double-digit from Q4
Reported CAMSO margins should reach double-digit from Q4 onwards as one-time transition costs are eliminated.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Raw material cost headwind of 1-1.5% in Q4
Management expects a 1-1.5% sequential increase in raw material basket cost in Q4 due to currency and natural rubber.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1