• Raw material inflation: Input costs are projected to rise 6% to 7% sequentially in Q2 due to natural rubber prices reaching 15-year highs near 280 rupees per kg. To offset these costs, CEAT has implemented staggered price hikes in July with further increases planned through August.
• Revenue growth guidance: Following an 18% to 18.5% year-on-year expansion in Q1, the company expects to maintain double-digit revenue growth through a balanced combination of volume and price increases.
• Capex and leverage: Full-year capital expenditure is estimated at 1,300 to 1,400 crore rupees, funded predominantly through internal cash accruals while keeping the debt-to-EBITDA multiple within a 1.5 to 2 range.
• Camso integration timeline: Overseas customer servicing transition reached 50% at the end of June and is projected to hit 90% by September, with upstream manufacturing integration expected to conclude early next financial year.