Tenneco Clean Air India Ltd
Tenneco Clean Air India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Clean Air business anticipates significant growth post-2027 with entry into the largest PV OEM supplier panel, driven by Gasoline Particulate Filter technology. The company expects double-digit growth in value added revenue over the medium term, supported by a strong lifetime order book of INR124,000 million.
From Tenneco Clean Air India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Clean Air business anticipates significant growth post-2027 with entry into the largest PV OEM supplier panel, driven by Gasoline Particulate Filter technology.
- Suspension business (especially DaVinci DCx) shows strong traction with 3-4 OEMs interested, targeting 50% disruption in the ~5.5 million Indian passenger vehicle market.
- Export order book is robust and growing faster than current export sales; exports expected to ramp up significantly around 2027-2029.
- New plants in North and West India commissioned by 2028-2029 to support volume growth and new technology.
- Overall business targeting double-digit growth over the medium term, supported by a lifetime order book of INR124,000 million.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Tenneco Clean Air India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Two new plants announced:
- Clean Air plant expansion in North India to support Japanese customers and commercial truck/off-highway customers.
- New suspension plant in West India to manage growing volumes driven by market growth and new technologies (DaVinci DCx and semi-active suspension).
- Board approval received for West India plant; commissioning expected within 6-12 months, with peak volumes around 2028-2029.
- The investments align with scaling export orders and increasing domestic production capabilities for both Clean Air and Advanced Ride Technologies.
2 more points management made on capital expenditure plans
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Tenneco Clean Air India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of March 31, 2026, the lifetime order book stands at INR 124,000 million.
- This order book provides 100% visibility of the FY 2028 internal revenue target.
- The order book underpins a double-digit growth trajectory over the medium term.
- Export order book has been strengthened recently and is expected to continue growing.
- Export order book growth is driven by both exporting to third-party OEMs and exporting to Tenneco entities in Europe and the US.
2 more points management made on order book & pipeline
Tenneco Clean Air India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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's management said in earlier quarters
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Frequently Asked Questions
What were Tenneco Clean Air India Ltd Q4 FY26 results?
Clean Air business anticipates significant growth post-2027 with entry into the largest PV OEM supplier panel, driven by Gasoline Particulate Filter technology. The company expects double-digit growth in value added revenue over the medium term, supported by a strong lifetime order book of INR124,000 million.
What is Tenneco Clean Air India Ltd share price analysis?
Tenneco Clean Air India Ltd currently shows a neutral. The stock trades at a P/E of 37.8 with a market cap of ₹23,437 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tenneco Clean Air India Ltd planning capital expenditure?
Two new plants announced: - Clean Air plant expansion in North India to support Japanese customers and commercial truck/off-highway customers.
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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.