Net profit for Q4FY26 rose to ₹244 crore from ₹100 crore a year ago. Revenue grew 23.3% year-on-year to ₹4,219 crore, compared with ₹3,421 crore in the corresponding quarter last year.
Operating performance improved sharply during the quarter. EBITDA increased 52.7% year-on-year to ₹593 crore from ₹388 crore, while margins expanded to 14% from 11%, reflecting operating leverage and cost discipline.
For the full financial year, the company crossed a key milestone of ₹15,000 crore in revenue and reported its highest-ever profit of ₹697 crore, according to management.
Commenting on the performance, Managing Director and CEO Arnab Banerjee said the company delivered strong growth across segments in Q4, including international markets, despite geopolitical uncertainties. He added that CEAT gained market share in both replacement and OEM segments and successfully closed the CAMSO deal during the year.
However, the company flagged near-term challenges. Banerjee noted that rising raw material costs and supply chain pressures could impact margins in the short term, with the company planning to mitigate these through pricing actions and tighter cost management.
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Chief Financial Officer Kumar Subbiah said operating margins improved on the back of efficiencies and scale, while the balance sheet remains strong, with adequate liquidity to support growth plans despite a rise in gross debt.
The board has recommended a dividend of ₹35 per equity share (350%) for FY26, subject to shareholder approval at the upcoming annual general meeting.
Shares of CEAT ended at ₹3,530, down 0.15% on the NSE ahead of the earnings announcement.
