• Camso integration timeline: Revenue from the acquired Camso entity is projected to exceed $150 million in FY28 and ramp up to full plant capacity of $225–$230 million, turning EPS accretive by the end of FY28 or FY29.
• Raw material inflation: Input costs surged by around 20% sequentially into Q1, requiring an 11–12% price increase; CEAT has passed on 5–7% so far and plans further hikes across domestic, international, and OEM segments by early July.
• Margin and demand outlook: Margins will face compression across the first half of the fiscal year due to price-hike lags. While demand remains robust across categories, it may moderate in Q2 due to cumulative price hikes and monsoon seasonality.
• International business expansion: International sales currently represent 20% of the mix and will rise to 23–24% with Camso, with a target to reach one-third of consolidated turnover over the next 3 to 5 years.