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Divergence05STOCKS2026-05-05

CEAT Q4 profit more than doubles; 8 FY upgrades follow but stock stays 25% below 52-week high

  • Indian tyre maker CEAT (CEATLTD.BO) reported Q4 2026 profit more than doubled, driven by strong demand and consolidation of a $225M acquisition; 8 FY EPS upgrades followed in 7 days versus 4 cuts.
  • FY consensus EPS rose to ₹186.60 from ₹175.65 a week ago (+6.2%); the stock closed at ₹3,307 on May 3, still 25.5% below its 52-week high of ₹4,438.
  • The gap between the strong result and the subdued stock reflects analyst caution over raw material cost increases and geopolitical uncertainty flagged on the earnings call.

Supporting queries

To surface this insight, Baselight ran 14 queries across its structured data. Each one is reproducible — open it, read the SQL, and rerun it yourself.

Conclusion

eps_revisions (CEATLTD.BO, 2026-05-05, period 0y): up_last_7_days=8, down_last_7_days=4. eps_trend (0y): current=₹186.60 vs seven_days_ago=₹175.65 (+6.2%). daily_prices (2026-05-03 18:30 UTC): close=₹3,307.10. 52w high=₹4,438. news: Reuters Q4 earnings (2026-04-28); GuruFocus earnings call (2026-04-30).

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