ALFA Finder| Revenue growth | FY26 VAR up 12.3%; Q4 VAR up 17.5% YoY. |
|---|---|
| Margins | EBITDA margins expanded to record 18.8% in FY26. |
| Order book | Lifetime order book stands at ₹124,000 million as of March 2026. |
| Demand visibility | 100% visibility for FY28 target via ₹124,000M order book. |
| Management confidence | High, citing record ROCE of 94% and zero debt. |
Growth
FY26 VAR grew 12.3% to ₹49,180 million; EBITDA rose 13.5% to ₹9,255 million; PAT grew 9.3% to ₹6,044 million.
Outlook
Lifetime order book of ₹124 billion provides 100% visibility for FY28 revenue targets; ₹1,400 million capex for new plants.
Risks
Geopolitical cost pressures, commodity price volatility, and currency depreciation impacting indirect costs and imports.
Last quarter's promises, checked
Delivered
- Guided double-digit CAGR → delivered 12.3% VAR growth (= BEAT)
- Guided 18.6% EBITDA margin → delivered 18.8% (= BEAT)
- Guided 80% plus ROCE → delivered 94% (= BEAT)
Partly delivered
- Guided ₹710M capex for Kharkhoda → delivered ₹1,400M total capex (= PARTIAL)
Earnings Call filed with NSE, NSE: TENNIND. Summary written with AI assistance from the document.
Tenneco Clean Air India Ltd: key numbers
- Share price
- ₹446.50
- Market cap
- ₹18,021 Cr
- Revenue (annual)
- ₹5,404 Cr
- Net profit (annual)
- ₹603.6 Cr
- P/E (TTM)
- 28.9×Sector 32.5×
- 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.
More from Tenneco Clean Air India Ltd
All →Tenneco Clean Air India Other Announcement
Tenneco Clean Air India received an ESG score of 62 from SES ESG Research, an ESG Rating Provider, based on FY2025-26 public data. The company did not engage the provider.
Tenneco Clean Air India Earnings Call Transcript: 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.
Tenneco Clean Air India Investor Presentation: Key Takeaways
Q2 FY27: VAR +32.2% to INR 15,229 Mn, EBITDA +20.7% to INR 2,616 Mn, PAT +15.0% to INR 1,734 Mn. H1 VAR +25.3%. Net debt free; order book ~INR 165,000 Mn.
Tenneco Clean Air India Capacity Expansion: ₹45 Cr Investment
Tenneco Clean Air India approved a new Western India factory, adding about 0.3 million hot-end catalytic converters over 2-3 years. Investment is about INR 450 million, funded by internal accruals.
- Value
- ₹45.00 Cr
- Execution
- During next 2-3 financial years in a phased manner
- hot-end catalytic converter capacity
- 0.3 million units
Tenneco Clean Air India Results Update
Tenneco Clean Air India reported Q2 FY27 revenue of INR 17,183 million, up 34.2%. It also announced a West India plant costing about INR 450 million.
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