CEAT Limited submitted a disclosure to BSE Limited and the National Stock Exchange of India Limited pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing, signed by Company Secretary Gaurav Tongia on May 25, 2026, at 20:17:03 IST, enclosed an investor presentation for the RPG Annual Investor Conference 2026 scheduled for May 26, 2026.

The enclosed presentation, titled "CEAT Limited - RPG Annual Investor Conference 2026," begins with a comprehensive disclaimer noting that it contains forward-looking statements based on assumptions about future events, which may not be realized. The company accepts no liability for the accuracy of the information, which is current as of the presentation date.

Key Performance and Recognition Highlights:

  • The company was awarded the EcoVadis Gold Award, placing it in the top 5% of companies globally for sustainability.
  • Achieved the #2 rank in the Premium PCUV (Passenger Car Utility Vehicle) segment during Q4FY26, a significant improvement from the #5 rank held in Q1FY25.
  • Ranked among the Top 10 global brands across two platforms.

CEAT Vision 2031 Strategic Targets:

  • Become the #1 player in the 2-wheeler (2W) and 4-wheeler (4W) tyre segments in the Indian aftermarket.
  • Achieve a 15% market share in Commercial Radials in the India aftermarket.
  • Increase the saliency of International Business to 33% of total operations.
  • Establish CEAT as a premium, aspirational Indian brand across all touchpoints.
  • Achieve industry-leading profitability.

Focus on Profitability:

The presentation emphasizes a focus on enhancing profitability, with costs measured as a percentage of net sales. This includes the use of renewable energy sources, as indicated by a superscript note.

Growth and Market Position:

The company is described as "Accelerating To Continue Fastest Growth" and "Charting a Course for Sustained Future Growth." Charts depict the company's replacement market share, sourced from industry reports and internal estimates, showing positions of #1, #3, and #4 in various segments.

CAMSO Acquisition and Integration:

The acquisition of CAMSO is presented as a billion-dollar opportunity. CAMSO is described as a $1.0 billion global brand.

  • The $150 million CAMSO Compact Construction Tracks & Tyres business was acquired in December 2024.
  • Integration of this acquisition was completed in September 2025.
  • The presentation outlines a portfolio that combines CAMSO Ag Tracks with CEAT's existing Ag & OTR (Off-The-Road) Tyres, representing an existing + growth opportunity of approximately $150 million.
  • The full CAMSO radial portfolio is expected to be unlocked by 2028.
  • A specific integration timeline was provided.

Future Readiness and Key Initiatives:

The company states it is "Future Ready" and highlights three key strategic pillars:

1. International: Expanding global presence.

2. Electrification: Focusing on products for electric vehicles.

3. Premiumization & Digital: Enhancing product quality and digital capabilities.

Product Development and Performance:

  • The NEORAD & ROCKRAD range is highlighted as superior performing products.
  • A chart shows the growth of TBR (Truck and Bus Radial) and Premium Motorcycle segments from FY21 to FY26.
  • The strategy aims to deliver superior experiences, uncommon products, and pride of association for customers.

Technology and Innovation:

The company is "Enabling Technology, Growing Digitally." New Product Development (NPD) innovations are noted to be spread across all product categories.

Financial Performance Goal:

The final objective stated is to achieve "Superior Returns, Accelerated Growth." A note on market capitalization data references a period from January 1, 2021, to April 30, 2026, rebased to 1 and presented in INR terms.