| Revenue growth | Value-added revenue grew 18.4% YoY; Operations revenue up 20.2%. |
|---|---|
| Margins | EBITDA margin 17.9% of VAR; pressured by non-indexed commodity inflation. |
| Order book | Reporting H1/FY metrics; management aims for mid-teen execution growth. |
| Demand visibility | Strong domestic demand; uncertainty in export markets due to geopolitical factors. |
| Management confidence | Confident, highlighting tech disruption and market share gains over competitors. |
Growth
Value-added revenue grew 18.4% YoY to INR 13,816M, significantly outperforming the served addressable market.
Outlook
Management guides Capex of INR 350-450 Cr for FY27 to support growth.
Risks
Commodity inflation, rupee depreciation, and Middle East conflict disrupting logistics/costs pose margin risks.
Last quarter's promises, checked
Delivered
- Guided double-digit growth → delivered 12.3% VAR FY growth (= BEAT)
- Guided highest ever EBITDA margin → delivered 18.8% vs 14.3% FY24 (= BEAT)
- Guided Zero Debt status → delivered Ending year with zero debt (= BEAT)
Partly delivered
- Guided North India Clean Air facility Q3 FY26 → delivered Work started/commissioning mid-28 (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: TENNIND. Summary written with AI assistance from the document.
Tenneco Clean Air India Ltd: key numbers
- Share price
- ₹480.40
- Market cap
- ₹19,389 Cr
- Revenue (annual)
- ₹5,404 Cr
- Net profit (annual)
- ₹603.6 Cr
- P/E (TTM)
- 32.3×Sector 31.7×
- 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
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Tenneco Clean Air India Promoter Selling
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