Investor Presentation

C::AT CEAT LIMITED RPG House 463, Dr. Annie Besant Road, Worli, Mumbai• 400030, India \. 91 22 24930621 m customercare@ceat.com @ www.ceat.com CIN: L25100MH1958PLC011041 October 14, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai 400 001 Mumbai 400 051 Security Code: 500878 Symbol: CEATLTD NCD symbol: CL30 Dear Sirs/Madam, Sub: Investor Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith Investor Presentation on Unaudited Financial Results of the Company for the period ended September 30, 2026. It is requested to take note of the same. Thanking you, Yours faithfully, For CEAT Limited (Gaurav Tongia) Company Secretary Encl. As above An <J>>~GC ompany C - AT A ·t sto #RoadToSiberia ·n Workp ace Safe y. ***** Q2 FY27 | Investor Presentation | 14th October 2026 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, performance or achievements, could thus differ materially from those projected in any such forward- looking statements. The information contained in these materials has not been independently verified. None of the Company, its Directors, Promoter or affiliates, nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no representation or warranty, express or implied, for the contents of this document including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them, and nothing in this document or at this presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future. The information and opinions contained in this presentation are current, and if not stated otherwise, as of the date of this presentation. The Company undertake no obligation to update or revise any information, or the opinions expressed in this presentation as a result of new information, future events or otherwise. Any opinions or information expressed in this presentation are subject to change without notice. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of CEAT Limited (the “Company”), nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment, therefore. Any person/ party intending to provide finance / invest in the shares/businesses of the Company shall do so after seeking their own professional advice and after carrying out their own due diligence procedure to ensure that they are making an informed decision. This presentation is strictly confidential and may not be copied or disseminated, in whole or in part, and in any manner or for any purpose. No person is authorized to give any information or to make any representation not contained in or inconsistent with this presentation and if given or made, such information or representation must not be relied upon as having been authorized by any person. Failure to comply with this restriction may constitute a violation of the applicable securities laws. The distribution of this document in certain jurisdictions may be restricted by law and persons into whose possession this presentation comes should inform themselves about and observe any such restrictions. By participating in this presentation or by accepting any copy of the slides presented, you agree to be bound by the foregoing limitations. SecRtPioGn G 1ro: uRpP aGn dG CrEoAuTp O Ovevrevirevwiew RPG Group: Powered by Passion, Driven by Ethics RPG Enterprises was founded in 1979. The Group currently operates various businesses in UNLEASHTALENT Infrastructure, Technology, Life Sciences, Plantations and Tyre industries. The Group has business TOUCHLIVES history dating back to 1820 in banking, textiles, jute and tea. The Group grew in size and strength with OUTPERFORM several acquisitions in the 1980s and 1990s. RPG Group is one of India’s fastest growing conglomerates with 31,000+ employees, presence in 135+ countries and annual gross revenues of AND ☺ US$ 5.2 bn. C: AT zensar Raychem Rr'G HARR/SONS MALAYALAM LIMITED R?G LIFE SCIENCES EPC major in One of India’s Global Integrated Technology One of India’s infrastructure leading tyre technology pharma solutions largest segments like manufacturers consulting and company in company plantation T&D, Civil, IT services formulations catering to companies Transportation, company and synthetic energy and producing tea, Oil & Gas, APIs infrastructure rubber, etc. Renewables & Cables Overview 61k+ 12k+ Touchpoints Permanent employees 0 Rs. 15,678 Cr 13.2% Revenue (FY26) EBITDA (FY26) 1st Deming Grand recipient in the Tyre industry 0.77x AA D/E Ratio (Q2 FY27) Credit Rating (outlook +ve) 2 Light House certified factories by 50+ 239 World Economic Forum OEM relationships Patent Filings *Consolidated financials Q2 FY27 Performance Section 1: RPG Group Overview Consolidated Financial Performance (1/2) Revenue Rs. 4,762 Cr, +10.3% QoQ, +26.2% YoY Diversified Product Mix1 Rs. Cr Truck & Bus PC/UV LCV/Others 4,762 4,318 3,773 2/3W Off Highway 27% (29%) 23% (21%) 6% (7%) Q2 FY27 Q1 FY27 Q2 FY26 28% (28%) 16% (15%) ▪ Healthy YoY volume and realization growth across Balanced Market Mix1 segments ▪ Marginal QoQ volume growth led by OEM and Replacement OEM Exports International Business segments ▪ International Business continues to grow well, and registered robust growth on both QoQ and YoY basis ▪ Strong realization growth on both sequential and YoY basis, led by price hikes taken across segments 50% (52%) 30% (29%) 20% (19%) 1. Standalone revenue breakup for H1 FY27; Figures in parenthesis denote corresponding numbers for H1 FY26 Consolidated Financial Performance (2/2) EBITDA margin 9.5%, +94 bps QoQ, -403 bps YoY Debt Rs. 3,846 Cr, D/E 0.77x, Debt/EBITDA 1.93x EBITDA Margin (%) Debt Rs. Cr 3,846 13.5% 3,243 2,944 9.5% 8.6% Q2 FY27 Q1 FY27 Q2 FY26 Q2 FY27 Q1 FY27 Q2 FY26 ▪ RM basket cost increased by high single digit on ▪ Capex outflow for the quarter was ~Rs. 493 Cr sequential basis ▪ Net working capital increased QoQ by ~Rs. 258 Cr ▪ Gross margin expanded by 66 bps on QoQ basis, and ▪ D/E ratio at 0.77x vs 0.65x as of Q1FY27 contracted by 635 bps YoY basis ▪ D/EBITDA ratio at 1.93x vs 1.58x as of Q1FY271 ▪ Other operating costs were managed well; YoY EBITDA margin contraction was primarily driven by RMC pressure 1. Based on Last Twelve Month (LTM) EBITDA Consolidated: Summary P&L All figures in Rs. Cr Parameter Q2 FY27 Q1 FY27 Q2 FY26 QoQ YoY 6M FY27 6M FY26 YoY Revenue from operations 4,762 4,318 3,773 10.3% 26.2% 9,080 7,302 24.3% COGS 3,115 2,854 2,229 9.2% 39.8% 5,969 4,460 33.8% Gross margin 1,646 1,465 1,544 12.4% 6.6% 3,111 2,842 9.5% Gross margin % 34.6% 33.9% 40.9% 66 bps (635) bps 34.3% 38.9% (466) bps Employee Cost 321 296 262 8.6% 22.7% [Showing first 8,000 characters — download PDF for full document]