Tenneco Clean Air India Limited — PPTs, 02-06-2026: Investor Presentation

Here's a summary of Tenneco Clean Air India Limited's investor presentation:

**Business Performance:**

The company reported strong double-digit growth in Value Added Revenue (VAR) for both Q4 FY2026 (+17.5% YoY) and the full year FY2026 (+12.3% YoY). This robust performance was achieved despite geopolitical headwinds, showcasing the company's resilient business model. The Clean Air and Powertrain Solutions segment contributed significantly to growth.

**Growth Drivers or Strategy:**

Tenneco Clean Air India is strategically expanding its manufacturing capabilities with a planned investment of INR 1,400 Cr in Northern and Western India to meet rising customer demand. The company is also focused on leveraging its global R&D and innovation, as seen in its development of BS6-compliant solutions and its first Indian electronic suspension system for EVs.

**Recent Developments:**

Significant new business wins were secured, including an aftertreatment program with a European commercial vehicle OEM and entry into the engine bearings business with a Japanese OEM. A successful Euro VII emissions legislation Proof of Concept with a European truck OEM was also completed, positioning India as a potential export hub.

**Key Financial Metrics:**

FY2026 EBITDA stood at INR 9,255 million, growing 13.5% YoY, with the highest-ever EBITDA margin of 18.8%. Profit After Tax (PAT) for FY2026 was INR 6,044 million, up 9.3% YoY. The company maintained a net debt-free status and achieved a record ROCE of 94% for FY2026.

**Management Commentary / Outlook:**

The company has a strong order book of approximately INR 124,000 million, providing excellent revenue visibility for the next several years and underpinning a healthy double-digit CAGR trajectory. Management highlights their focus on operational excellence, capacity expansion, and leveraging their diversified product portfolio to capture incremental growth opportunities and drive long-term value creation.