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Tenneco Clean

Q1 FY27Auto Components

Tenneco Clean Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹545
Market cap₹23.3K Cr
P/E37.5
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 5 strong

RevenueRank 3
MarginRank 3
CapexYes
FundraiseNo
Order bookYes

The short version

Served addressable market (SAM) growth expected around 16%; excluding EV impact and certain OEMs, adjusted SAM growth is about 8-10%. The company expects continued double-digit revenue growth driven by increasing content per vehicle, new program launches (especially DaVinci technology), and market share gains.

From Tenneco Clean's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 3
- Served addressable market (SAM) growth expected around 16%; excluding EV impact and certain OEMs, adjusted SAM growth is about 8-10%. - Continued gains with new and existing customers, especially in commercial vehicles and passenger vehicle segments. - New product launches planned, notably DaVinci technology in suspension and Clean Air Powertrain segments, expected to drive growth through March 2027. - Exports currently 7% of revenues; expected to grow faster than domestic business due to global partnerships and India as an export hub. - Advanced Ride Technologies (ART) business growing strongly, with about 27.9% year-on-year VAR growth. - Order book growth steady with mid-teen percentage growth expected over 2 years; careful management to scale capacity. - Future volume growth driven by technology wins in A and B segment vehicles and upcoming regulatory norms (BS-VII, CAFE 3). Overall, Tenneco expects sustained profitable growth driven by technology, market penetration, and export expansion.

Profitability & Margins

See what Tenneco Clean said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
  • Planned capex for FY27 is approximately INR 350 crores to INR 450 crores, fully funded through internal accruals.
  • Capex will be allocated towards both Clean Air and Powertrain business segments, including Advanced Ride Technologies (ART).
  • Includes investments for two new plants already announced, amounting to about INR 140 crores.
  • Some portion of the capex is export-oriented to support export growth plans.
  • The company is closely monitoring economic conditions and may adjust capex based on demand.
  • Options including mergers and acquisitions (M&A) are being pursued to deploy surplus cash for inorganic growth when the right opportunity arises.

Top-ranked in Auto Components

Ranked on what management guided this quarter

5x potential
1Divgi Torq
Rev 1Mar 3
2OBSC Perfection
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 1
5
Rev 2Mar 1
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Tenneco Clean said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Yes
  • The company does not disclose exact current order book figures quarterly; it reports order books semi-annually.
  • Last known order book was around INR 12,400 crores.
  • The order book is expected to grow at a mid-teen percentage rate over two years, with no change in outlook since the last update.
  • Significant new wins include multiple new customers in suspension business and Clean Air, driven by innovative DaVinci technology.
  • Export order book proportion is increasing, with exports making up about 7% of total revenue, and export order book portion of total orders between 14%-20%.
  • The split of exports orders is roughly 70% intercompany (Tenneco to Tenneco) and 30% third-party OEMs but could change as opportunities evolve.
  • Order book growth is aided by product localization, new programs, and expansion into new customers and markets.

Tenneco Clean — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.3K Cr, net profit ₹119 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Tenneco Clean Air India Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Tenneco Clean Q1 FY27 results?

Served addressable market (SAM) growth expected around 16%; excluding EV impact and certain OEMs, adjusted SAM growth is about 8-10%. The company expects continued double-digit revenue growth driven by increasing content per vehicle, new program launches (especially DaVinci technology), and market share gains.

What is Tenneco Clean share price analysis?

Tenneco Clean currently shows a below-average growth signal. The stock trades at a P/E of 37.5 with a market cap of ₹23,254 Cr. Investors should review the full earnings analysis for detailed insights.

Is Tenneco Clean planning capital expenditure?

Planned capex for FY27 is approximately INR 350 crores to INR 450 crores, fully funded through internal accruals.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.