Tenneco Clean Air India Limited · NSE:TENNIND
Tenneco Clean Air India — Q2 FY2027 Earnings Presentation
12 slides from Tenneco Clean Air India's earnings presentation, Nov 5, 2026
Slide 1: Exchange filing cover 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: [email protected] Website: www.tennecoindia.com Date: November 5, 2026 To To National Stock Exchange of India Limited BSE Limited Excha
Slide 2: Q2 FY'27 Investor Presentation
Q2 FY’27 Strong Growth, Market Leadership and Profitability Resilience Investor Presentation N o v e m b e r 5 th, 2 0 2 6 1
Slide 3: Disclaimer
Disclaimer Important Disclosures and Forward-Looking Statement 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 objectiv
Slide 4: Strong Growth of Value Added Revenue and EBITDA with continued order book momentum
Strong Growth of Value Added Revenue and EBITDA with continued order book momentum CEO Update “Our strong momentum continued through Q2 and H1 FY’27, driven by overall market growth, market share gains and disciplined Operational execution across the business. Value-Added Revenue grew 32.2% in Q2 an
Slide 5: Resilient Profitability and Disciplined Execution Despite Strong Inflationary Headwinds
Resilient Profitability and Disciplined Execution Despite Strong Inflationary Headwinds CFO Update “We delivered a strong performance in Q2 FY’27, building on the momentum from the start of the year. Revenue from operations Operational increased 34.2% YoY to INR 17.2 billion, while Value Added Reven
Slide 6: Financial Highlights
FINANCIAL HIGHLIGHTS Q2 and H1 FY’27 5
Slide 7: Q2 and H1 FY'27 Key Highlights
Strong Growth of Value Added Revenue and EBITDA with continued order Q2 and H1 FY’27 book momentum Market Share Gains, New Segment Entries and Strategic Wins Accelerated Growth Key Highlights ▪ Summary: VAR1 grew +32.2% (Q2 FY’27)/+25.3% (H1 FY’27) YoY, volumes grew +25.4% (Q2 FY’27)/+20.7% (H1 FY’2
Slide 8: Market Share Evolution (By Value)
Market Share Evolution (By Value) 58% 59% 57% 55% 55% 52% Consistent Market Share Wins in CA CT and ART PV Reflects • Technology Leadership • Strong Customer Relationships 19% 19% 18% Clean Air Solutions - Clean Air Solutions - Shock absorbers & struts - Passenger Vehicles Commercial Trucks Passenge
Slide 9: Quarterly Performance (Q2 FY'27)
Quarterly Performance (Q2 FY’27) All numbers in INR million, unless specified Revenue from Operations VAR ▪ VAR grew 32.2% YoY, driven by higher volumes and new +34.2% +32.2% 17,183 program wins. 15,448 12,806 15,229 13,816 11,515 ▪ EBITDA grew 20.7% YoY, supported by strong topline growth and opera
Slide 10: H1 Performance (FY'27)
H1 Performance (FY’27) All numbers in INR million, unless specified Revenue from Operations VAR ▪ VAR grew 25.3% YoY, On the back of higher volumes and +27.2% +25.3% new program wins. 32,631 29,044 25,663 23,181 ▪ EBITDA grew 14.1% YoY, on the back of P3 operating model driven efficiency improvement
Slide 11: Key Metrics (H1 FY'27)
Key Metrics (H1 FY’27) Our ratios reflect financial strength, efficient operations and effective use of capital Net Debt/Equity Cash Conversion Cycle Days Net Working Capital Days (Excluding Cash) FY'26 H1 FY'26 H1 FY'27 FY'26 H1 FY'26 H1 FY'27 FY'26 H1 FY'26 H1 FY'27 -4 -5 -0.38 -0.43 -11 -0.57 -22
Slide 12: 1ENNECO
1ENNECO
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