Auto Parts
Tenneco Clean Air India Limited (tennind) Q1 Fy’27: Strong Growth and Market Leadership
Tenneco Clean Air India Limited (TENNIND) reports strong Q1 FY’27 growth, with a 32.2% increase in Value Added Revenue and a robust order book.
Tenneco Clean Air India Limited (TENNIND) showcased impressive performance in Q1 FY’27, driven by market growth and strategic execution. Value Added Revenue surged 32.2% year-on-year, reflecting robust demand and market share gains. The company’s disciplined execution across its business units reinforced its leadership positions in Clean Air Commercial Trucks and Passenger Vehicle Suspension Systems.
Operational Highlights
The company’s operational highlights include a 25.4% increase in volumes for Q2 FY’27 and a 20.7% rise in H1 FY’27. Tenneco Clean Air India Limited deepened its customer relationships and expanded its technology footprint. In ART, the company secured multiple platform wins and entered new markets, while in CA and PT, it strengthened its order pipeline through key wins across various applications.
Resilient Profitability
Despite strong inflationary headwinds, Tenneco Clean Air India Limited maintained resilient profitability. EBITDA grew 20.7% year-on-year to INR 2,616 million for Q2 FY’27, and H1 EBITDA reached INR 5,085 million, up 14.1% year-on-year. Profit After Tax (PAT) for Q2 FY’27 increased 15.0% year-on-year to INR 1,734 million, while H1 FY’27 PAT stood at INR 3,386 million, up 6.2% year-on-year. The company’s focus on operational excellence enabled it to offset external challenges effectively.
As Tenneco Clean Air India Limited looks ahead, it remains well-positioned to sustain above-market growth and drive superior shareholder returns over the long term, supported by a robust order book and strategic investments.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Tenneco Clean Air India Limited
Tenneco Clean Air India Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
Tenneco drops 17.7% over three months and trades near its 52-week lows. The PEG of 1.85 is mildly rich. Nevertheless, the quality of the business makes it defensible. No meaningful dividend — total return is entirely dependent on capital appreciation. RSI stands at 29, well into oversold territory. Yet sellers still dominated on 17 of recent sessions versus 13 for buyers, so the pressure has not fully lifted. Revenue grows at 3.9% and profits at 16.6% CAGR, with D/E of 0.04. Meanwhile, the stock dips 17.7% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Tenneco Clean Air India Limited.
Auto Parts
Samvardhana Motherson International Limited Q2fy27: Revenue Up 27% Yoy, PAT Rises 49%
Samvardhana Motherson International Limited (MOTHERSON) reports Q2FY27 results with revenue up 27% YoY to Rs. 38,280 Cr, PAT rises 49% to Rs. 1,175 Cr.
Samvardhana Motherson International Limited (SAMIL) announced its financial results for the second quarter and half year of fiscal 2026-27, which ended on 30th September 2026. The company reported a record quarterly revenue of Rs. 38,280 crore, marking a 27% year-on-year increase. For the half-year, the revenue stood at Rs. 73,524 crore, up 22% from the previous year. The normalized profit after tax (PAT) for Q2FY27 was Rs. 1,175 crore, a 49% rise compared to the same period last year.
Record Revenue and Booked Business
The company’s booked business reached an all-time high of USD 106 billion. This robust performance underscores the continued trust of customers and the efforts of teams worldwide. The company’s capex for H1FY27 was Rs. 3,585 crore, representing 56% of EBITDA. The FY27 capex outlay is projected at Rs. 6,000 crore, +/- 10%.
Operational Highlights
SAMIL operationalized one plant during the quarter and announced five expansions, bringing the total number of facilities under construction to 17. The company’s leverage ratio remains at a healthy 0.8x, well within the 2.5x financial policy. Additionally, SAMIL announced the acquisition of Rotary Connectors (India) during the quarter, further strengthening its capabilities.
As we continue to integrate newly acquired businesses, we are actively working on identifying and realizing synergies across the group. These efforts are expected to create new opportunities for growth and further strengthen our capabilities. With a strong booked business and a healthy balance sheet, we remain well positioned to support our customers and pursue sustainable growth opportunities to create long-term value for our stakeholders.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Samvardhana Motherson International Limited
Samvardhana Motherson International Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
Samvardhana rises 11.0% over three months, with buying pressure holding steady. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The business compounds revenue at 17.1% and profits at 37.2% CAGR. That is strong double-digit growth on both counts. The stock trades at 82% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 17.1%, profits at 37.2%, and the PEG sits at 1.04 — below its growth rate. That combination is rare. Check Fundamentals of Samvardhana Motherson International Limited.
Auto Parts
Uno Minda Limited (unominda) Delivers Record Q2 FY27 Performance with 38% Yoy Revenue and PAT Growth
UNO Minda Limited (UNOMINDA) reports record Q2 FY27 performance with 38% YoY revenue and PAT growth, alongside an additional investment in sunroof manufactur.
UNO Minda Limited (UNOMINDA) announced its financial results for the quarter ended September 30, 2026, delivering another record quarter with its highest-ever quarterly revenue and profit. The performance reflects strong business momentum, broad-based growth across product segments and continued progress in scaling its manufacturing capacities and technology-led businesses.
Record Revenue and Profit
For Q2FY27, Uno Minda reported consolidated revenue of ₹6,655 crores, registering a strong 38% year-on-year growth compared to ₹4,814 crores in Q2FY26. The growth was broad-based, driven by volume expansion, increasing value addition and a favourable product mix across key business segments, including Switches, Lighting, Alloy Wheels and Seating. The rapidly expanding Green Mobility comprising of EV Systems and Alternate Fuel businesses also contributed to the overall growth momentum.
Profitability and Expansion Plans
The Company reported EBITDA of ₹733 crores in Q2FY27 as against EBITDA of ₹552 crores in Q2FY26, reflecting a growth of 33% YoY. PAT attributable to shareholders of Uno Minda stood at ₹420 crore in Q2 FY27, registering a strong year-on-year growth of 38% compared to ₹304 crore in Q2 FY26. The growth in profitability reflects the strength of the Company’s diversified business portfolio and sustained operating performance. Additionally, the Board has approved an additional capital investment of approximately ₹85 crore towards expanding its Sunroof manufacturing capacity at Bawal, Haryana.
The proposed expansion is aimed at catering to incremental customer orders secured by the Company and the growing demand for advanced sunroof systems in the Indian passenger vehicle market. The additional capacity is expected to be commissioned by Q2 FY28. This expansion builds on the Company’s earlier strategic investment in Sunroof manufacturing.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of UNO Minda Limited
UNO Minda Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
UNO moves sideways over three months, with neither buyers nor sellers taking control. Thin margins at 5.8% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 20.5% and profits at 22.4% CAGR. Both numbers are exceptional. The stock holds at 32% of its 52-week range with RSI at 39. In other words, neither side has a clear edge right now. Revenue grows at 20.5% and profits at 22.4%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of UNO Minda Limited.
Auto Parts
Pricol Limited (pricolltd) Reports 33.68% Growth in H1-fy27 PAT
Pricol Limited (PRICOLLTD) reports consolidated PAT of INR 152.23 crores, a 33.68% growth compared to H1-FY26.
Pricol Limited (NSE: PRICOLLTD), one of India’s leading auto component manufacturers, announced its consolidated financial results for the first half of the fiscal year 2026-27 (H1-FY27). The company reported a consolidated profit after tax (PAT) of INR 152.23 crores, marking a significant 33.68% growth compared to the same period in FY26.
Financial Performance
The revenue from operations for H1-FY27 stood at INR 2,417.60 crores, reflecting a year-on-year (YoY) growth of 29.59%. The earnings per share (EPS) – both basic and diluted – increased to INR 12.49, a 33.73% rise from the previous year. The EBITDA for the first half of the fiscal year was INR 281.42 crores, showing a 24.95% YoY growth.
Business Highlights
Pricol’s performance was recognized with several awards, including the ‘Iconic Brands of India 2026’ at the ET Edge Iconic Brands of India Awards. The company also received the ‘Best Production Ramp-Up Support Award’ from TVS Motor Company, highlighting its operational excellence. Additionally, Pricol was honored with the ‘Excellence in Indigenous Design & Parts Development’ Award by Komatsu India Private Limited.
Management Comments
Commenting on the company’s performance, Mr. Vikram Mohan, Chairman & Managing Director, stated: ‘Amid changing business dynamics and evolving market needs, our focus remains on strengthening operational efficiency, maintaining cost discipline, and enhancing productivity. We continue to adapt our strategies to evolving customer expectations and industry developments, with emphasis on technological advancement, product development, quality, and reliability, while keeping in view the future needs and priorities of the business. Our priorities remain centered on agility, competitiveness, and consistent execution to effectively respond to changing business conditions.’
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Pricol Limited
Pricol Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
Pricol posts a 8.7% three-month gain, but softens in the last few weeks. Thin margins at 6.3% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 27.7% and profits at 26.2% CAGR. Both numbers are exceptional. Sellers drive 1.6x the volume of buyers. Furthermore, they controlled 18 of recent sessions versus 12 for buyers — a clear distribution signal. Revenue grows at 27.7% and profits at 26.2%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Pricol Limited.
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