TENNIND

What Tenneco Clean Air India promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 8 tracked 1 delivered 0 missed 7 open
  • EBITDA Margin delivered said Q2 FY26 Promised: We expect EBITDA to be a bit soft, but with increase in the revenue in the coming years, these additional costs will get absorbed... and we come back to the same levels. Q1 FY27: Promise was achieved in FY26. No new updates as the original target is complete. Q1 FY27 margin was 17.9%, impacted by new public company costs and commodity inflation, a separate event from the original promise.
  • Export Revenue Growth on track said Q2 FY26 Promised: exports is going to grow much, much, much faster than our domestic business simply because they're starting from a low base. Q1 FY27: Management noted exports are currently 7% of revenue and face headwinds from US tariffs and macro conditions. However, a new export order for heat shields was won from Tenneco America, keeping the long-term growth story on track.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 8 tracked commitments for Tenneco Clean Air India — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens