TENNIND Q4 Results FY26 Preview: Date, Time, Expectations & Key Things To Watch

CompoundingAI Research Updated May 26, 2026 3 min read

Tenneco Clean Air India Limited operates at the intersection of automotive manufacturing and global export hubs, providing critical clean-air, powertrain, and ride-technology solutions. Investors will be monitoring the company's ability to maintain its 18.6% EBITDA margin trajectory while navigating near-term headwinds in the commercial truck segment and absorbing recent statutory labor compliance costs.

Quick Details

Results date	May 28, 2026
Quarter	Q4 FY 2025-2026
Previous quarter revenue	Rs. 1,285.3 Cr
Previous quarter PAT	Rs. 118.8 Cr
Previous quarter EBITDA margin	18.6%
Market cap	Rs. 23,994.22 Cr
CMP	Rs. 594.15

TENNIND Q4 Results Date and Time

The Board of Directors is scheduled to meet on 28-May-2026 to consider the Q4 financial results.

An earnings conference call is scheduled for 29-May-2026 at 4:00 PM IST to discuss Q4 FY26 and full-year results, accessible via dial-in at +91 22 6280 1107.

What to expect from TENNIND's Q4 FY26 results

Tenneco Clean Air India enters the Q4 print with a robust order book providing 100% revenue visibility through FY 2028, supported by a strategic pivot toward becoming a global export hub. While the company achieved an 18.6% EBITDA margin in Q3 FY26, management is navigating a challenging environment marked by a five-year low in commercial truck growth and potential volatility in passenger vehicle segments. The upcoming call will likely focus on the normalization of statutory labor costs following a one-time Rs. 20.3 Cr impact in the previous quarter and the progress of capital-efficient expansion projects funded entirely through internal accruals.

Key Things To Watch

Performance vs Guidance Tracking

Revenue growth — Double-digit CAGR over three years — On track with 100% order book visibility
Capex funding — 100% internal accruals — No debt utilized for expansion
Market position — Number 1 share in Clean Air and Ride technology — Maintained

Kharkhoda Greenfield Plant Progress

Deployment of Rs. 71 Cr capex for the new Clean Air facility in Haryana
Construction milestones targeted toward a Q3 FY2027 production commencement
Capacity addition of 130K cold-end and 256K hot-end units

Risks and Headwinds to Monitor

Impact of five-year low commercial truck growth on segment volumes
Near-term volatility in passenger vehicle B, C, and D segments
Stabilization of statutory labor compliance costs following the one-time Q3 impact

Frequently Asked Questions

How does Tenneco India's export competitiveness compare to global peers?

Management has highlighted that the company is transitioning to an export manufacturing base, leveraging specific labor advantages and technology standardization. Exports now contribute over 20% of the lifetime order book, up from 5% previously.

What is the status of the company's capital expenditure plans?

The board has approved a greenfield Clean Air plant in Kharkhoda, Haryana, with an estimated capex of Rs. 71 Cr. This project is funded through internal accruals and is expected to commence production in Q3 FY2027.

What caused the decline in PAT during the previous quarter?

PAT was impacted by a one-time statutory labor code compliance cost of Rs. 20.3 Cr, which reduced the reported PAT margin to 9.9%. Management noted that adjusted PAT actually grew 11% YoY despite this one-time expense.

Is the company on track with its revenue growth guidance?

Yes, the company is targeting double-digit revenue CAGR over the next three years. This outlook is supported by a lifetime order book that covers 100% of projected revenue through FY 2028.