ALFA Finder
The call ran from 2:59 PM to 4:00 PM IST (1 h 1 min).
Key takeaways
Q2 FY27 value-added revenue rose 32.2% on volume and content gains; PAT up 15%. Management is upbeat, but commodity cost recovery is unresolved and the export order book has softened sharply.
| Revenue growth | Q2 VER +32.2% YoY; volume +25.4%, balance from content per vehicle. |
|---|---|
| Margins | Q2 EBITDA margin 17.2%; commodity costs compressing subsidiary margins. |
| Order book | Order book ~₹16,500 Cr; covers 100% of FY30 revenue. |
| Demand visibility | Domestic demand strong; Western export demand soft, SOPs delayed or cancelled. |
| Management confidence | Over-optimistic; defensive on exports and commodity recovery timing. |
Growth
Q2 VER +32.2%, volume +25.4%; ART +37.8%. Q2 PAT +15%; H1 PAT +6.2% on a one-time base effect.
Outlook
Capex guided at ₹350–450 Cr for FY27, with ₹120 Cr spent by September; order book covers 100% of FY30 revenue.
Risks
Non-indexed commodity costs unrecovered and not yet in P&L; export order book reportedly down ~50% YoY; SOP delays and cancellations.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Tenneco Clean Air India Q2 FY27 Results: Net Profit ₹173.4 Cr, Up 15.1% YoY
Tenneco Clean Air India Ltd reported revenue from operations of ₹1,718 Cr (+34.2% YoY) and net profit of ₹173.4 Cr (+15.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹173.4 Cr · +15.1% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management guides Capex of INR 350-450 Cr for FY27 to support growth.
Growth they described
Value-added revenue grew 18.4% YoY to INR 13,816M, significantly outperforming the served addressable market.
Call details
| Company | Tenneco Clean Air India Ltd |
|---|---|
| NSE symbol | TENNIND |
| ISIN | INE19RI01016 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 3:00 PM IST |
| Length | 1 h 1 min |
Tenneco Clean Air India Ltd: key numbers
- Share price
- ₹423.25
- Market cap
- ₹17,083 Cr
- Revenue (annual)
- ₹5,404 Cr
- Net profit (annual)
- ₹603.6 Cr
- P/E (TTM)
- 27.4×Sector 32.4×
- Promoter holding
- 59.79%-15.00% QoQ
- FII holding
- 11.90%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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