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Investor Presentation

Tenneco Clean Air India Investor Presentation: Key Takeaways

Tenneco Clean Air India reported Q1 FY2027 revenue growth of 20.2% YoY, driven by new program launches and market share gains in key segments like CV and ART.

Highlights
Revenue growth20.2% YoY reported for Q1 FY2027.
MarginsEBITDA margin at 17.9% on VAR, down 175 bps YoY.
Demand visibilityStrong, outperforming addressable market volume growth of 16.2%.
Management confidenceHigh; citing resilient business model and technology leadership.

Growth

Revenue increased 20.2% to INR 15.4B; Value Added Revenue grew 18.4% to INR 13.8B. EBITDA rose 7.9% YoY.

Outlook

Focus on P3 execution and technology-led solutions. FY2026 market share reached 58% in CV and 55% in PV segments.

Risks

Management flagged headwinds from geopolitical situations, commodity price escalation, and incremental costs from being a listed entity.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth → delivered 20.2% revenue growth (= BEAT)
  • Guided zero debt → delivered zero debt (= BEAT)
  • Guided 100% visibility for FY28 target → delivered 18.4% VAR growth (= BEAT)

Partly delivered

  • Guided capacity expansion (INR 1.4B capex) → delivered new program launches (= PARTIAL)

Missed

  • Guided margin expansion/stability → delivered 17.9% VAR margin vs 18.8% FY26 (= MISS)
Source

Investor Presentation filed with NSE, NSE: TENNIND. Summary written with AI assistance from the document.

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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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