Tenneco Clean Air India Q4 FY26 PAT up 19% on 17% sales

Overview of the March 2026 quarter

Tenneco Clean Air India reported higher consolidated earnings for the quarter ended March 2026 (Q4 FY26), supported by double-digit growth in revenue. Net sales came in at Rs 1,552.45 crore, up 17.09% from Rs 1,325.88 crore in the March 2025 quarter. Consolidated net profit rose to Rs 166.58 crore, compared with Rs 140.14 crore a year earlier, marking an increase of about 18.9%. The company’s consolidated EPS increased to Rs 4.13 from Rs 3.47 over the same period.

Key Q4 FY26 financial highlights

The reported consolidated quarterly numbers show operating improvement alongside revenue growth. EBITDA for the March 2026 quarter was reported at Rs 268.69 crore, up 19.5% from Rs 224.84 crore in March 2025. Separately, the company also referenced value-added revenue (VAR) as a key operating metric in its updates for the quarter. VAR was stated at Rs 1,405.8 crore in Q4 FY26, up 17.5% year-on-year.

Value-added revenue and margin-linked disclosures

Along with the headline results, the company’s disclosures included details framed around VAR and related margins. For Q4 FY26, EBITDA was also cited at Rs 257.3 crore, with an 18.3% margin on value-added revenue in that disclosure. Profit after tax (PAT) for the quarter was referenced at Rs 166.8 crore in one summary, broadly in line with the reported consolidated profit of Rs 166.58 crore stated in the quarterly numbers. These disclosures indicate the company tracks performance both through statutory revenue and through value-added revenue.

Segment performance mentioned in the updates

The quarter’s growth was described as being led by the Advanced Ride Technologies (ART) segment. ART segment revenue increased 26% to Rs 715.3 crore. Revenue from Clean Air and Powertrain Solutions rose 9.9% to Rs 690.5 crore. Together, these segment figures give a snapshot of where growth was concentrated during the quarter.

Full-year FY26 performance snapshot

For the year ended March 2026 (FY26), sales were reported at Rs 5,403.98 crore, up 10.50% from Rs 4,890.43 crore in FY25. Full-year net profit rose 9.33% to Rs 603.58 crore versus Rs 552.06 crore in FY25. Another company update cited FY26 revenue from operations at Rs 5,404 crore and FY26 PAT at Rs 604.4 crore. The differences reflect multiple summaries in circulation, while the direction of travel remained consistent: higher revenue and profit year-on-year.

Recent quarterly context: Q3 FY26 metrics

The company’s Q3 FY26 numbers, shared in the same information set, also pointed to growth. Q3 FY26 consolidated revenue from operations was Rs 1,285.3 crore, up 14.2% year-on-year. Value-added revenue in Q3 was Rs 1,194.1 crore, up 15% year-on-year. Q3 EBITDA stood at Rs 222.5 crore, a 25% increase year-on-year, with the EBITDA margin reported at 18.6%. Q3 PAT was Rs 118.8 crore, and it was noted as being impacted by a one-off labour code charge.

Stock price and recent returns

On the market side, Tenneco Clean Air shares closed at Rs 578.25 on June 01, 2026, on the NSE. The stock was reported to have delivered 18.55% returns over the last six months. Over the last 12 months, it was up 17.82%. These figures provide context on how investors have priced in the company’s earnings trajectory over the recent period.

What the results may signal for investors

The Q4 FY26 performance shows a combination of higher revenue, improved EBITDA, and higher profit compared with the same quarter last year. The rise in EPS to Rs 4.13 from Rs 3.47 aligns with the net profit increase reported for the quarter. Segment data points to stronger growth in Advanced Ride Technologies, while Clean Air and Powertrain Solutions also expanded at a lower pace. The Q3 note on one-off labour code costs is also relevant when reading the year’s profitability pattern across quarters.

Key numbers table

Segment data table (as disclosed)

Additional disclosed operating and balance-sheet metrics

Beyond quarterly and annual revenue and profit, the company’s update also included broader operating indicators. Full-year EBITDA was cited at Rs 925.5 crore in one disclosure, with an 18.8% margin profile on value-added revenue. Return on capital employed (ROCE) was reported at 94%, up from 57% in the prior fiscal year. The total cumulative lifetime order book, excluding programs already in active commercial production, was stated at Rs 12,400 crore as of March 31, 2026.

Conclusion

Tenneco Clean Air India’s March 2026 quarter results showed year-on-year growth in revenue, EBITDA, net profit, and EPS, alongside segment expansion led by Advanced Ride Technologies. FY26 also ended with higher sales and profit compared with FY25, as reflected in multiple result summaries. The company’s disclosures around value-added revenue, margins, ROCE, and the stated order book add context to how it is tracking operational efficiency and future programs. Investors will watch subsequent quarterly updates for consistency in operating metrics, including the impact of any one-off costs such as those referenced in Q3 FY26.