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 July 16, 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: CL26, 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 quarter ended June 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 #RoadToSiberia STRONGEST GLOBAL TYRE BRAND with a score of 84.9 84.9 Q1 FY27 | Investor Presentation | 16th July 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 0.65x AA D/E Ratio (Q1 FY27) Credit Rating (outlook +ve) 2 Light House certified factories by 50+ 238 World Economic Forum OEM relationships Patent Filings *Consolidated financials Q1 FY27 Performance Section 1: RPG Group Overview Consolidated Financial Performance (1/2) Revenue Rs. 4,318 Cr, +2.4% QoQ, +22.3% YoY Diversified Product Mix1 Rs. Cr Truck & Bus PC/UV LCV/Others 4,318 4,219 3,529 2/3W Off Highway 29% (30%) 22% (21%) 7% (7%) Q1 FY27 Q4 FY26 Q1 FY26 27% (27%) 15% (15%) ▪ Healthy YoY volume growth across segments Balanced Market Mix1 ▪ QoQ volume growth led by Replacement segment ▪ International Business continues to recover well, and was Replacement OEM Exports the fastest growing segment on YoY basis ▪ Realization was higher on both sequential and YoY basis, primarily led by price hikes taken in domestic as well as international markets 51% (53%) 30% (28%) 19% (19%) 1. Standalone revenue breakup for FY26; Figures in parenthesis denote corresponding numbers for FY25 Consolidated Financial Performance (2/2) EBITDA margin 8.6%, -562 bps QoQ, -238 bps YoY Debt Rs. 3,243 Cr, D/E 0.65x, Debt/EBITDA 1.58x EBITDA Margin (%) Debt Rs. Cr 3,243 14.2% 3,011 10.9% 8.6% 1,814 Q1 FY27 Q4 FY26 Q1 FY26 Q1 FY27 Q4 FY26 Q1 FY26 ▪ RM basket cost increased by high-teens on sequential ▪ Capex outflow for the quarter was ~Rs. 293 Cr basis ▪ Net working capital increased QoQ by ~Rs. 138 Cr ▪ Gross margin contracted by 575 bps and 287 bps on ▪ D/E ratio at 0.65x vs 0.60x as of Q4FY26 QoQ and YoY basis, respectively ▪ D/EBITDA ratio at 1.58x vs 1.46x as of Q4FY261 ▪ Other operating costs were managed well; EBITDA margin contraction on both sequential and YoY basis was primarily driven by RMC pressure 1. Based on Last Twelve Month (LTM) EBITDA Operational Highlights Awarded the EcoVadis Gold Medal, “Best Practices in Corporate Ranked #4 among World's placing it among Top-5% of Governance & Compliance” award Strongest Tyre Brands in the 2026 companies globally assessed for at the VaultCircle GC Summit and Brand Finance Rankings sustainability performance Awards 2026 ,...,... GOVERNANCE. COMPLIANCE. 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