Tenneco Clean Air India Limited · NSE:TENNIND
Tenneco Clean Air India — Q3 FY2026 Earnings Presentation
45 slides from Tenneco Clean Air India's earnings presentation, Feb 13, 2026
Slide 1: Stock exchange intimation letter for investor presentation
TENNECO CLEAN AIR INDIA LIMITED (formerly known as Tenneco Clean Air India Private Limited) CIN: L29308TN2018FLC126510 Telephone: +2135 612501/506 Email: Tennecoindiainfo@tenneco.com Website: www.tennecoindia.com Date: 13th February, 2026 To To National Stock Exchange of India Limited BSE Limited Ex
Slide 2: Investor Presentation Q3 & 9M FY2026
INVESTOR P R E S E N TAT I O N Q3 & 9M’FY2026 Date | Strictly private and confidential
Slide 3: Privileged & Confidential
PRIVILEGED & CONFIDENTIAL This presentation and the accompanying slides (the “Presentation”), prepared by Tenneco Clean Air India Limited (the “Company” or “TCAIL”), is furnished solely for informational purposes without regard to any specific investment objectives, financial situations, or informat
Slide 4: Q3 and 9M FY2026 Financial Highlights
Q3 AND 9M’ FY2026 FINANCIAL HIGHLIGHTS 1 3 th F e b r u a r y 2 0 2 6 3
Slide 5: Q3 & 9M FY2026 Highlights
STRONG FINANCIAL PERFORMANCE WITH CONTINUED STRATEGIC WIN MOMENTUM Q3 & 9M’ FY2026 Highlights New suspension technology launch (DaVinci) with leading OEM with higher CPV ▪ Launched DaVinci DCx suspension technology with a leading Indian passenger vehicle OEM (~INR 2,200 Mn in annual revenue), reinfo
Slide 6: CEO Update: Disciplined Execution Driving Consistent Performance
DISCIPLINED EXECUTION DRIVING CONSISTENT PERFORMANCE AND ENHANCED REVENUE VISIBILITY CEO Update "The quarter demonstrated sustained execution across our business. We delivered strong business growth, resilient margins, and meaningful progress across Clean Air, Powertrain, and Advanced Ride Technolog
Slide 7: CFO Update: Sustained Revenue Growth and Balance Sheet Strength
SUSTAINED REVENUE GROWTH WITH MARGIN EXPANSION AND EXCEPTIONAL BALANCE SHEET STRENGTH CFO Update “We delivered a disciplined financial performance in Q3 and 9M’ FY2026, marked by steady revenue growth, expanding profitability and continued balance-sheet strength. VAR grew 15% YoY in the quarter, sup
Slide 8: Sustained Revenue Growth with Industry-Leading Margins – Q3 FY2026
SUSTAINED REVENUE GROWTH WITH INDUSTRY-LEADING MARGINS – Q3 FY2026 All numbers in INR Mn, unless specified Revenue from Operations Value Added Revenue (Includes pass-through substrates / catalyst components) (Excludes pass-through substrates / catalyst components) +14% +15% 12,806 12,853 11,251 11,5
Slide 9: EBITDA to PAT Bridge Q3 FY2026
EBITDA to PAT Bridge Q3’ FY2026 Exceptional item related to New Labour code impacting PAT All numbers in INR Mn, unless specified -1,037 (-8.7%) 2,225 283 -2.4% 272 -2.3% 458 1,188 24 18.6% -3.8% -0.2% 9.9% EBITDA Q3’ FY26 Depreciation Exceptional Item Taxes Others PAT Q3’ FY26 - New Labour code (Gr
Slide 10: Consistent Growth with Sustainable Margins – 9M FY2026
CONSISTENT GROWTH WITH SUSTAINABLE MARGINS – 9M’ FY2026 (YTD) All numbers in INR Mn, unless specified Revenue from Operations Value Added Revenue (Includes pass-through substrates / catalyst components) (Excludes pass-through substrates / catalyst components) +8% +10% 38,515 35,646 35,122 31,838 ▪ V
Slide 11: Diversified Revenue Mix
DIVERSIFIED REVENUE MIX Segment-wise Split End Market-wise Split Exports 9M’ FY2026 6.4% 0.5% PV 66.4% 50.0% 50.0% CV 20.4% 9M’ FY2026 Industrial & 9M’ FY2026 6.5% Other Aftermarket 4.8% 93.1% Others 1.8% Clean Air & Powertrain Advanced Ride Technology Other Operating Domestic Exports Revenue Note:
Slide 12: About Tenneco Clean Air India Limited
About Tenneco Clean Air India Limited 11
Slide 13: Tenneco Global
Tenneco Global Strong Global Parentage With Long Term Customer Relationships Tenneco Group Global Presence • Global Tier 1 player and market leading automotive component supplier 28 US$16,777 Mn 180 Countries1 CY24 Revenue Manufacturing plants1 • Trusted partner of choice with long-term customer rel
Slide 14: Tenneco Clean Air India
Tenneco Clean Air India Supplying Critical Systems That Keep India's Vehicles Running Cleaner, Safer And Smoother We build and supply the critical systems that keep India’s passenger, commercial and off-highway vehicles running cleaner, safer and smoother, supported by decades of engineering depth,
Slide 15: Business Segments
Business Segments Delivering Diverse Products For Evolving Mobility Needs Clean Air and Powertrain Solutions Advanced Ride Technologies 52.6% FY2025 VAR1 : ~INR23bn 47.4% FY2025 VAR1: ~INR21bn Hot End / DOC & SDPF system Cold End / Mufflers and resonators Shock absorbers & Shock absorbers & strut as
Slide 16: Market Leadership
Market Leadership Ensuring a leadership or a top 2 position in every end market segment we service Passenger vehicles #1 #2 Leader & Top 2 with 52%, 44% 2.7% market share4 in Shock 5.5% absorbers & Struts and 6.8% Advanced Ride Technologies products Engine bearings Engine Bearings, respectively Comm
Slide 17: Long Standing Relationships and Revenue Profile
Long Standing Relationships and Revenue Profile Customized & tech intensive nature of products and time-consuming approval processes ensures sticky customers We Serve All Top 7 PV OEMs1 and All Top 5 CV OEMs1 in India OEM 1 OEM 2 OEM 3 OEM 4 OEM 5 29 years 28 years 27 years 18 years 17 years # years
Slide 18: Favourable Industry Tailwinds
Favourable Industry Tailwinds Uniquely Positioned To Benefit From Tailwinds Of Growing Customer Base, Stricter Emissions Norms And Premiumization Volume CAGR FY2025-30P • Increase in disposable income Low vehicle penetration – Domestic PVs Domestic CTs Domestic Tractors CEs Significant growth headro
Slide 19: Market Opportunity
Market Opportunity Auto Components Sector Expected To Grow Faster Than Overall Auto Market INRbn Tenneco Clean Air India Limited relevant components A Clean air solutions1 B Domestic suspension2 8-10% CAGR 80-88 7.8-9.8% CAGR 164-180 54 113 FY25 FY30P FY25 FY30P C Domestic spark plug2 D Bearings and
Slide 20: Our Manufacturing Excellence
Our Manufacturing Excellence 12 Manufacturing Facilities And 2 R&D Centers Of Global Standards Strategically Located In Key Automotive OEM Hubs Clean Air and Powertrain Solutions Advanced Ride Technologies Our R&D Tech Centers Chakan Hosur Chakan I Chakan II Chennai Pondicherry Sanand Pithampur Parw
Slide 21: Qualified And Experienced Board Of Directors
Qualified And Experienced Board Of Directors 30+ 20+ 39+ C M M C C M C C M Niranjan Kumar Gupta Jaidit Singh Brar Gopika Pant Chairman, Independent Director Independent Director Independent Director Ex-CEO, Hero MotoCorp Limited Ex-Senior Partner, McKinsey & Company India LLP Managing Partner, India
Slide 22: Supported By An Experienced And Professional Management Team
Supported By An Experienced And Professional Management Team 21+ 27+ 18+ Arvind Chandrasekharan Mahender Chhabra Rishi Verma WTD and CEO CFO President – India Motherson National Faurecia WABCO Europe Minda HMD Mobile Microsoft Bharti Pepsi Dana India Walker Delphi Sumi Wiring Engineering Exhaust Ind
Slide 23: Glossary
Glossary Term / Acronym Description PV Passenger Vehicles CT Commercial Trucks OH Off-Highway vehicles OE Original Equipment - parts supplied to vehicle manufacturers (OEMs) OEM Original Equipment Manufacturer CA Clean Air Solutions ART Advanced Ride Technologies VAR (Value Added Revenue) Revenue ex
Slide 24: Investor Presentation Q3 & 9M FY2026
INVESTOR P R E S E N TAT I O N Q3 & 9M’FY2026 Date | Strictly private and confidential
Slide 25: Privileged & Confidential
PRIVILEGED & CONFIDENTIAL This presentation and the accompanying slides (the “Presentation”), prepared by Tenneco Clean Air India Limited (the “Company” or “TCAIL”), is furnished solely for informational purposes without regard to any specific investment objectives, financial situations, or informat
Slide 26: Q3 and 9M FY2026 Financial Highlights
Q3 AND 9M’ FY2026 FINANCIAL HIGHLIGHTS 1 3 th F e b r u a r y 2 0 2 6 3
Slide 27: Q3 & 9M FY2026 Highlights
STRONG FINANCIAL PERFORMANCE WITH CONTINUED STRATEGIC WIN MOMENTUM Q3 & 9M’ FY2026 Highlights New suspension technology launch (DaVinci) with leading OEM with higher CPV ▪ Launched DaVinci DCx suspension technology with a leading Indian passenger vehicle OEM (~INR 2,200 Mn in annual revenue), reinfo
Slide 28: CEO Update: Disciplined Execution Driving Consistent Performance
DISCIPLINED EXECUTION DRIVING CONSISTENT PERFORMANCE AND ENHANCED REVENUE VISIBILITY CEO Update "The quarter demonstrated sustained execution across our business. We delivered strong business growth, resilient margins, and meaningful progress across Clean Air, Powertrain, and Advanced Ride Technolog
Slide 29: CFO Update: Sustained Revenue Growth and Balance Sheet Strength
SUSTAINED REVENUE GROWTH WITH MARGIN EXPANSION AND EXCEPTIONAL BALANCE SHEET STRENGTH CFO Update “We delivered a disciplined financial performance in Q3 and 9M’ FY2026, marked by steady revenue growth, expanding profitability and continued balance-sheet strength. VAR grew 15% YoY in the quarter, sup
Slide 30: Sustained Revenue Growth with Industry-Leading Margins – Q3 FY2026
SUSTAINED REVENUE GROWTH WITH INDUSTRY-LEADING MARGINS – Q3 FY2026 All numbers in INR Mn, unless specified Revenue from Operations Value Added Revenue (Includes pass-through substrates / catalyst components) (Excludes pass-through substrates / catalyst components) +14% +15% 12,806 12,853 11,251 11,5
Slide 31: EBITDA to PAT Bridge Q3 FY2026
EBITDA to PAT Bridge Q3’ FY2026 Exceptional item related to New Labour code impacting PAT All numbers in INR Mn, unless specified -1,037 (-8.7%) 2,225 283 -2.4% 272 -2.3% 458 1,188 24 18.6% -3.8% -0.2% 9.9% EBITDA Q3’ FY26 Depreciation Exceptional Item Taxes Others PAT Q3’ FY26 - New Labour code (Gr
Slide 32: Consistent Growth with Sustainable Margins – 9M FY2026
CONSISTENT GROWTH WITH SUSTAINABLE MARGINS – 9M’ FY2026 (YTD) All numbers in INR Mn, unless specified Revenue from Operations Value Added Revenue (Includes pass-through substrates / catalyst components) (Excludes pass-through substrates / catalyst components) +8% +10% 38,515 35,646 35,122 31,838 ▪ V
Slide 33: Diversified Revenue Mix
DIVERSIFIED REVENUE MIX Segment-wise Split End Market-wise Split Exports 9M’ FY2026 6.4% 0.5% PV 66.4% 50.0% 50.0% CV 20.4% 9M’ FY2026 Industrial & 9M’ FY2026 6.5% Other Aftermarket 4.8% 93.1% Others 1.8% Clean Air & Powertrain Advanced Ride Technology Other Operating Domestic Exports Revenue Note:
Slide 34: About Tenneco Clean Air India Limited
About Tenneco Clean Air India Limited 11
Slide 35: Tenneco Global
Tenneco Global Strong Global Parentage With Long Term Customer Relationships Tenneco Group Global Presence • Global Tier 1 player and market leading automotive component supplier 28 US$16,777 Mn 180 Countries1 CY24 Revenue Manufacturing plants1 • Trusted partner of choice with long-term customer rel
Slide 36: Tenneco Clean Air India
Tenneco Clean Air India Supplying Critical Systems That Keep India's Vehicles Running Cleaner, Safer And Smoother We build and supply the critical systems that keep India’s passenger, commercial and off-highway vehicles running cleaner, safer and smoother, supported by decades of engineering depth,
Slide 37: Business Segments
Business Segments Delivering Diverse Products For Evolving Mobility Needs Clean Air and Powertrain Solutions Advanced Ride Technologies 52.6% FY2025 VAR1 : ~INR23bn 47.4% FY2025 VAR1: ~INR21bn Hot End / DOC & SDPF system Cold End / Mufflers and resonators Shock absorbers & Shock absorbers & strut as
Slide 38: Market Leadership
Market Leadership Ensuring a leadership or a top 2 position in every end market segment we service Passenger vehicles #1 #2 Leader & Top 2 with 52%, 44% 2.7% market share4 in Shock 5.5% absorbers & Struts and 6.8% Advanced Ride Technologies products Engine bearings Engine Bearings, respectively Comm
Slide 39: Long Standing Relationships and Revenue Profile
Long Standing Relationships and Revenue Profile Customized & tech intensive nature of products and time-consuming approval processes ensures sticky customers We Serve All Top 7 PV OEMs1 and All Top 5 CV OEMs1 in India OEM 1 OEM 2 OEM 3 OEM 4 OEM 5 29 years 28 years 27 years 18 years 17 years # years
Slide 40: Favourable Industry Tailwinds
Favourable Industry Tailwinds Uniquely Positioned To Benefit From Tailwinds Of Growing Customer Base, Stricter Emissions Norms And Premiumization Volume CAGR FY2025-30P • Increase in disposable income Low vehicle penetration – Domestic PVs Domestic CTs Domestic Tractors CEs Significant growth headro
Slide 41: Market Opportunity
Market Opportunity Auto Components Sector Expected To Grow Faster Than Overall Auto Market INRbn Tenneco Clean Air India Limited relevant components A Clean air solutions1 B Domestic suspension2 8-10% CAGR 80-88 7.8-9.8% CAGR 164-180 54 113 FY25 FY30P FY25 FY30P C Domestic spark plug2 D Bearings and
Slide 42: Our Manufacturing Excellence
Our Manufacturing Excellence 12 Manufacturing Facilities And 2 R&D Centers Of Global Standards Strategically Located In Key Automotive OEM Hubs Clean Air and Powertrain Solutions Advanced Ride Technologies Our R&D Tech Centers Chakan Hosur Chakan I Chakan II Chennai Pondicherry Sanand Pithampur Parw
Slide 43: Qualified And Experienced Board Of Directors
Qualified And Experienced Board Of Directors 30+ 20+ 39+ C M M C C M C C M Niranjan Kumar Gupta Jaidit Singh Brar Gopika Pant Chairman, Independent Director Independent Director Independent Director Ex-CEO, Hero MotoCorp Limited Ex-Senior Partner, McKinsey & Company India LLP Managing Partner, India
Slide 44: Supported By An Experienced And Professional Management Team
Supported By An Experienced And Professional Management Team 21+ 27+ 18+ Arvind Chandrasekharan Mahender Chhabra Rishi Verma WTD and CEO CFO President – India Motherson National Faurecia WABCO Europe Minda HMD Mobile Microsoft Bharti Pepsi Dana India Walker Delphi Sumi Wiring Engineering Exhaust Ind
Slide 45: Glossary
Glossary Term / Acronym Description PV Passenger Vehicles CT Commercial Trucks OH Off-Highway vehicles OE Original Equipment - parts supplied to vehicle manufacturers (OEMs) OEM Original Equipment Manufacturer CA Clean Air Solutions ART Advanced Ride Technologies VAR (Value Added Revenue) Revenue ex
Tenneco Clean Air India — Q3 FY2026 Earnings Presentation on 6ix