Tenneco Clean Air India Ltd — earnings calls

Tenneco Clean Air India reported Q1 FY27 value added revenue growth of 18.4% year-on-year to INR13,816 million and revenue from operations growth of 20.2% to INR15,448 million. EBITDA grew 7.9% to INR2,469 million with a margin of 17.9% on value added revenue, while profit after tax was INR1,652 million. Management attributed margin pressure to commodity inflation, rupee depreciation, geopolitical supply chain disruptions, and incremental costs of operating as a newly listed public company, while highlighting market share gains, new customer wins on the DaVinci suspension platform, and export order wins during the quarter.

Tenneco Clean Air India reported full year FY26 value added revenue growth of 12.3% to INR49,180 million and EBITDA growth of 13.5% to INR9,255 million, with EBITDA margin at 18.8%. Q4 FY26 value added revenue grew 17.5% to INR14,058 million and profit after tax rose 18.8% to INR1,668 million. Management discussed new plant announcements in North and West India, an entry into the bearings systems business, and growth in the order book to INR124,000 million.