CEAT / guidance tracker

Keep management guidance in view.

CEAT · forward-looking guidance across the available source record.

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Guidance tracker

What management said would happen.

Price hikes of ~10% in replacement by June 2026

Management plans to implement ~5% price increase already taken in March-April, with another ~5% staggered through May-June to offset raw material inflation.

revenue

OEM price index hike on July 1, 2026

A heavier index-based price increase is expected in OEM segment on July 1, following a smaller hike on April 1.

revenue

Capex of ₹1,350-1,400 crore for India in FY27

Planned capex for Indian operations, with Q1 spending kept frugal and scaling up if conditions normalize.

capex

Camso upstream equipment operational by March 2027

Mixers and calendars to be installed by end of FY27, completing the value chain and enabling margin improvement from FY28.

expansion