CEAT Limited
2,399words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
7.8%
14.9%
12.0%
14.1%
13.2%
11.0%
10.7%
13.5%
9.3%
8.6%
40.0%
Guidance — 2 items
Dial-in Details
opening
“The Company cannot guarantee that these assumptions and expectations are accurate or will be realized.”
Dial-in Details
opening
“5 RPG Group: Key Financials FY18-22 CAGR: 7.8% Gross Total Income (Rs Cr.) EBITDA PAT 3,006 21,766 23,833 24,682 26,269 29,207 2,218 2,423 2,594 2,520 1,031 1,099 1,111 1,377 966 FY18 FY19 FY20 FY21 FY22 FY18 FY19 FY20 FY21 FY22 12,000.00 10,000.00 8,000.00 6,000.00 4,000.00 2,000.00 - Net Worth ROE ROCE 9,786 10,364 6,925 14.9% 12.0% 7,775 14.1% 8,441 13.2% 11.0% 10.7% 14.1% 13.5% FY18 FY19 FY20 FY21”
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Speaking time
1
1
Opening remarks
Dial-in Details
India (Universal) and Mumbai +91 22 6280 1146 Location USA UK Singapore Hong Kong +91 22 7115 8047 Dial In Number 1866 746 2133 0 808 101 1573 800 101 2045 800 964 448 We request you to kindly take the same on record and disseminate appropriately. Thanking you, Yours faithfully, For CEAT Limited Vallari Gupte Company Secretary & Compliance Officer Encl: as above SB/DD Q1 FY23– Investor Presentation | 20th July 2022 Disclaimer This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking statements. Forward looking statements are based on certain assumptions and expectations of future events. The Company cannot guarantee that these assumptions and expectations are accurate or will be realized. The actual results, perform
Note
1) 2) 3) Market Cap updated till 30 June 2022 ROCE is calculated by taking EBIT*(1-ETR) divided by Capital Employed ROE is calculated by taking PAT divided by Net-worth 9.3% 8.6% FY22 40.0% 35.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% Market Cap Group CEAT KEC ZENSAR 21,909 10,042 6,159 3,750 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 6 Section 2: Business Overview Section 1: RPG Group Overview Overview India’s leading tyre company for 60+ years 4,700+ dealers, 650+ CEAT special channels Presence in 100+ countries, with strong brand recall #No 1 player in Sri Lanka in terms of market share 7 Manufacturing facilities - Mumbai, Nasik, Halol, Nagpur, Ambernath, Chennai & Sri Lanka FY22 Revenue Breakup by Product FY22 Revenue Breakup by Market Specialty, 4% (7%) Farm, 10% (7%) Truck and Buses, 30% (34%) Passenger Cars / UV, 18% (14%) LCV, 9% (9%) 2/3 wheelers, 28% (29%) Exports, 20% (14%) Replacement, 56% (65%) OEM, 24% (21%) 1. 2. 3. Standa
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