| 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
- ₹515.25
- Market cap
- ₹20,796 Cr
- Revenue (annual)
- ₹5,404 Cr
- Net profit (annual)
- ₹603.6 Cr
- P/E (TTM)
- 34.6×Sector 33.6×
- Promoter holding
- 74.79%+0.00% QoQ
- FII holding
- 9.69%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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