ALFA Finder| Revenue growth | Q2 VER +32.2% YoY; volume +25.4%, balance from content per vehicle. |
|---|---|
| Margins | Q2 EBITDA margin 17.2%; commodity costs compressing subsidiary margins. |
| Order book | Order book ~₹16,500 Cr; covers 100% of FY30 revenue. |
| Demand visibility | Domestic demand strong; Western export demand soft, SOPs delayed or cancelled. |
| Management confidence | Over-optimistic; defensive on exports and commodity recovery timing. |
Growth
Q2 VER +32.2%, volume +25.4%; ART +37.8%. Q2 PAT +15%; H1 PAT +6.2% on a one-time base effect.
Outlook
Capex guided at ₹350–450 Cr for FY27, with ₹120 Cr spent by September; order book covers 100% of FY30 revenue.
Risks
Non-indexed commodity costs unrecovered and not yet in P&L; export order book reportedly down ~50% YoY; SOP delays and cancellations.
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
- ₹423.25
- Market cap
- ₹17,083 Cr
- Revenue (annual)
- ₹5,404 Cr
- Net profit (annual)
- ₹603.6 Cr
- P/E (TTM)
- 27.4×Sector 32.4×
- 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 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
Tenneco Clean Air India Management Change
Tenneco Clean Air India's material subsidiary MD, R.C. Subramaniam, resigned effective November 4, 2026. Arvind Gautam was appointed MD of Tenneco Automotive India from November 5, 2026.
Tenneco Clean Air India Legal & Regulatory
Tenneco Clean Air India received a final order from the Collector of Stamps, Mumbai, demanding ₹372.04 Crore. The demand includes ₹128.46 million stamp duty and ₹243.59 million penalty.
- Value
- ₹37.20 Cr
- From
- Collector of Stamps, Enforcement-I, Mumbai