What was Tenneco Clean Air's revenue in Q3 FY26?

Tenneco Clean Air reported revenue of ₹1,285 Cr in Q3 FY26, a +14.2% change year-over-year.

Did Tenneco Clean Air management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Tenneco Clean Air Q3 FY26 Research Workspace: Revenue ₹1,285 Cr (+14.2%)

Q: What guidance did Tenneco Clean Air management give?

Double-digit CAGR revenue growth over next 3 years: Order book provides 100% revenue coverage through FY2028, supporting double-digit CAGR, outperforming the market.

Revenue ₹1,285 Cr +14.2%

EBITDA ₹223 Cr +24.8%

PAT ₹119 Cr

EBITDA Margin 18.6%

Duration 60 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Tenneco Clean Air India delivered a strong Q3 FY26 with value-added revenue growth of 14.7% YoY and EBITDA growth of 24.8% YoY, driven by robust execution, favorable mix, and operating leverage. EBITDA margin stood at 18.6% of value-added revenue. PAT of INR 1,188 million included a one-time labor code charge of INR 203 million; adjusted PAT was INR 1,391 million. The highlight was the adoption of the patented Davinci DCX suspension by a leading Indian OEM for a flagship SUV, with annual revenue potential of INR 2,200 million. The order book provides 100% revenue coverage through FY2028, supporting double-digit CAGR. A new greenfield plant in North India (INR 710 million capex) was approved. Risks include potential regulatory pushbacks on emission norms and competitive intensity from global peers.

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Research workspace

Focused Modules

!Risks 3 risks

Risk Intelligence

Potential pushback on emission norms (CAFE, TFI, BS7)

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Quarter Snapshot

Davinci DCX annual revenue potential INR 2,200M

New win

First-in-world advanced suspension adopted by leading Indian OEM for flagship SUV platform.

Clean air program win annual revenue potential INR 1,150M

New win

Modular inline BS6 after-treatment system for a leading global CV OEM.

Order book export share 20%

+15pp vs FY25 sales

Exports now 20% of total order book, up from 5% of sales in FY25.

Capacity utilization >90%

+10pp vs earlier 80%

Operating above 90% capacity, driving need for new greenfield plant.

Fast read

Guidance and risk preview

Top guidance Double-digit CAGR revenue growth over next 3 years

Order book provides 100% revenue coverage through FY2028, supporting double-digit CAGR, outperforming the market.

Top risk Potential pushback on emission norms (CAFE, TFI, BS7)

Media reports suggest possible concessions or delays in CAFE norms and TFI implementation, which could impact clean air segment growth.