Tenneco Clean
Tenneco Clean Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Growth in Clean Air and Powertrain Solutions segment was 3% YoY in the recent quarter, slightly underperforming industry growth; however, this is seen as a short-term quarterly effect. Clean Air and Powertrain Solutions segment showed a modest 3% YoY growth; expected to pick up with exports and new growth opportunities, not just in line with industry (Page 19).
From Tenneco Clean's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Growth in Clean Air and Powertrain Solutions segment was 3% YoY in the recent quarter, slightly underperforming industry growth; however, this is seen as a short-term quarterly effect.
- Exports are expected to grow much faster than domestic business due to a low base, with export revenue currently around 7-8% and growing rapidly.
- Significant growth anticipated from increased export orders, both third-party OEMs and internal transfers within Tenneco global, supporting higher margins.
- Advanced Ride Technologies (ART) segment showed 15.4% YoY growth, driven by increased demand for dynamic suspension components.
- Technology disruption (e.g., semi-active suspensions) seen as a major growth driver, with Indian OEMs expected to adopt advanced ride technologies rapidly to remain competitive.
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Profitability & Margins
See what Tenneco Clean said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Tenneco Clean Air India plans significant capacity expansion, nearly doubling capacity over the next 3 to 5 years.
- Investments will target both capacity expansion and technology advancements, particularly in advanced ride technologies (transition from conventional to semi-active suspension systems).
- New plants are planned along with expansions of existing facilities.
- Some capex will come from transferring equipment and capital investments from other Tenneco regions to India due to lower costs.
- Capital investments are done efficiently using standardization and modular approaches, funded primarily through internal accruals.
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Fundraising & Capital Structure
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Order Book & Pipeline
- The lifetime order book as of September 30, 2025, stands at approximately INR 9,840 crores, representing all booked business not yet in production.
- Typical order program life ranges from 5-7 years, with commercial trucks possibly longer.
- Order book includes domestic and export orders across Clean Air, Powertrain Solutions, and Advanced Ride Technologies.
- Exports are growing rapidly from a base of around 5%, currently contributing about 7-8% of the revenue pie.
- The order book reflects strategic wins, including entry into new OEM panels, especially a significant Japanese OEM in Clean Air.
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Tenneco Clean — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹1.3K Cr, net profit ₹119 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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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 Q2 FY26 results?
Growth in Clean Air and Powertrain Solutions segment was 3% YoY in the recent quarter, slightly underperforming industry growth; however, this is seen as a short-term quarterly effect. Clean Air and Powertrain Solutions segment showed a modest 3% YoY growth; expected to pick up with exports and new growth opportunities, not just in line with industry (Page 19).
What is Tenneco Clean share price analysis?
Tenneco Clean currently shows a neutral. The stock trades at a P/E of 29.7 with a market cap of ₹18,425 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tenneco Clean planning capital expenditure?
Tenneco Clean Air India plans significant capacity expansion, nearly doubling capacity over the next 3 to 5 years.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.