| 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
- ₹483.30
- Market cap
- ₹19,506 Cr
- Revenue (annual)
- ₹5,404 Cr
- Net profit (annual)
- ₹603.6 Cr
- P/E (TTM)
- 32.5×Sector 32.1×
- 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.
More from Tenneco Clean Air India Ltd
All →Tenneco Clean Air India Earnings Call Transcript: Key Takeaways
Tenneco delivered strong Q1 revenue growth through market share gains and tech adoption, though inflation and public listing costs pressured EBITDA margins.
Tenneco Clean Air India Annual General Meeting
Tenneco Clean Air India Limited has scheduled its 8th Annual General Meeting for August 28, 2026. Key agenda items include adopting financial statements and director re-appointments.
Tenneco Clean Air India Employee Stock Options
Tenneco Clean Air India Limited approved the grant of 2,00,453 employee stock options under its ESOP Scheme 2025. This grant aligns with the company's compensation plans.
Tenneco Clean Air India Promoter Selling (Off-Market)
Tenneco Mauritius Holdings Limited and Tenneco (Mauritius) Limited, promoters of Tenneco Clean Air India Limited, sold 6,05,40,646 equity shares. This transaction reduced their stake by 15%.
Tenneco Clean Air India Capital Structure Change
SBI Mutual Fund acquired 2,10,63,692 shares of Tenneco Clean Air India Ltd, representing 5.2189% of the company. This acquisition raises their total holding to 6.1094%.
Tenneco Clean Air India Promoter Selling
Tenneco Mauritius Holdings and Tenneco (Mauritius) Limited sold a combined 15% stake in Tenneco Clean Air India. The open market transaction reduced their holding to 51.84%.