CEAT CAMSO Transition: 75% Complete, 90% Expected By Q2 | Amit Tolani | Business News | ET Now
ET Now · 23 Sept 2026 · 10 min
Management interview of Ceat Ltd (CEATLTD), with 7 key numbers discussed.
- Amit Tolani, Chief Executive, CEAT Speciality
CEAT Speciality completed 75% of the Camso customer transition by August and expects to achieve around 90% by the end of Q2. Management maintained its margin expectation of high teens as full value-chain control, including in-house compound mixing, will be achieved by Q1 next year. Plant capacity at the specialty facility is expanding from 105 tonnes per day to 160 tonnes in the next 30 to 45 days. The company implemented 6-6.5% price hikes in both Q1 and Q2 to mitigate raw material inflation, though rising global freight rates remain a headwind.