Investor Presentation

TENNECO CLEAN AIR INDIA LIMITED (formerly known as Tenneco Clean Air India Private Limited) CIN: L29308TN2018FLC126510 Telephone: +2135 612501/506 Email: Tennecoindiainfo@tenneco.com Website: www.tennecoindia.com Date: November 5, 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400051 Mumbai – 400001 Scrip Symbol: TENNIND Scrip Code: 544612 Subject: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation of our intimation letter dated October 29, 2026, wherein we had informed the schedule of the Earnings Conference Call for discussing the financial results for the quarter and half year ended on September 30, 2026, please find enclosed herewith the presentation to be made at the earnings conference call scheduled today i.e. November 5, 2026 at 3:00 PM (IST). Further, the above publication is also being made available on the Company’s website at: https://tennecoindia.com/investor-relations/. You are requested to kindly take the same on record. Sincerely, For Tenneco Clean Air India Limited Roopali Singh Company Secretary and Compliance Officer Membership No: A15006 Place: Gurugram Encl: as above Registered Office: RNS2, Nissan Supplier Park, SIPCOT Industrial Park Oragadam Industrial Corridor, Sriperumbudur, Taluk, Kancheepuram, Tamil Nadu, India, 602105 Q2 FY’27 Strong Growth, Market Leadership and Profitability Resilience In ves to r P res en t at io n No vem ber 5 th, 2026 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 objectives, financial situations, or informational needs of any particular person, and shall not constitute, or be relied upon in connection with, any offer, solicitation, or invitation to subscribe for or purchase any securities of the Company. No offering of securities will be made except by means of a statutory offering document containing detailed information about the Company. Nothing herein shall form the basis of, or be relied on in connection with, any contract or binding commitment whatsoever. This presentation and its contents are confidential and may not be copied, reproduced, distributed, or disseminated, directly or indirectly, in any manner without the prior written consent of the Company. Any failure to comply with these restrictions may constitute a violation of applicable law in certain jurisdictions. By reviewing this presentation, you agree to be bound by these restrictions and to maintain strict confidentiality regarding the information contained herein. The information and data contained in this presentation have been compiled from sources the Company believes to be reliable; however, the Company makes no representation or warranty, express or implied, as to the accuracy, completeness, fairness, or reasonableness of such information. This presentation may not contain all of the information that you may consider material, and no reliance should be placed on the contents herein. The Company expressly disclaims any and all liability for any loss arising from, or in reliance upon, the whole or any part of this presentation. This presentation may contain forward-looking statements, including, without limitation, statements regarding the Company’s market opportunity, financial performance, growth prospects, strategy, technological developments, and business plans. Such statements can often be recognized by the use of words such as “expects,” “plans,” “will,” “estimates,” “projects,” “intends,” or words of similar meaning. These forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties, and assumptions that are difficult to predict, including but not limited to macro-economic conditions, competitive pressures, regulatory changes, changes in market preferences, execution challenges, and other risks. Actual results may differ materially and adversely from those expressed or implied herein. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law. Any forward-looking statements or projections made by third parties included in this Release are not adopted by the Company, and the Company is not responsible for such third-party information. 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 and 25.3% in H1, Volumes grew 25.4% in Q2 and 20.7% in H1 in lineH wiitghh glriogwhtht sin our served markets and reinforcing our leadership positions across Clean Air Commercial Trucks and Passenger Vehicle Suspension Systems. During the period, we continued to deepen customer relationships and expand our technology footprint. In ART, we secured multiple platform wins across domestic and international OEMs, entered a new passenger vehicle whitespace, expanded engagement with leading Japanese and Vietnamese OEMs, and advanced our portfolio through successful commercialization and localization initiatives. In CA and PT, we strengthened our order pipeline through key wins across commercial vehicle, CNG, and spark plug applications. Our growing competitive strength is reflected in an incremental lifetime order book of ~INR 165,000 Mn, providing revenue visibility exceeding 100% of our FY2030 target revenues, underpinning a healthy double-digit CAGR trajectory. Exports orderbook is at ~INR 8,750 Mn included in the overall incremental lifetime orderbook value. Arvind Chandrasekharan To support future growth, we continue to invest in capacity expansion, localization, and innovation, including a new West India Clean Air manufacturing facility (INR 450 Mn). We won the best manufacturing brand award from ET Edge and also the National Green WTD and CEO Future Leadership Award from National CSR Leadership Congress, reflecting our unwavering commitment to operational excellence and sustainability. Supported by a robust order book, increasing domestic and export penetration, technology-led customer wins, and strategic investments, we remain well positioned to sustain above-market growth and drive superior shareholder returns over the long term.” 32.2% 25.3% 59% 55% ~INR 165,000 Mn Incremental lifetime Order Book# Q2 FY’27 H1 FY’27 CA - CT ART - PV as of 30th September 2026 Note:: # Incremental lifetime order book includes all orders secured - based on OEM confirmation on volume and price, but not put into production, as of VAR Growth (YoY) H1 FY’27 Market Strong Order Book Provides 30 Sep 2026 and enhances Company’s revenue visibility over the next 5-6 years approximately Robust Revenue Visibility Share* *Crisil Report 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 Revenue1 grew 32.2% to INR 15.2 billion, driven by higher volumes and Highlights the continued ramp-up of new program launches. For H1 FY’27, revenue from operations stood at INR 32.6 billion (+27.2% YoY) and Value Added Revenue reached INR 29.0 billion (+25.3% YoY), reflecting sustained demand across our portfolio. EBITDA for the quarter grew 20.7% YoY to INR 2,616 million, taking H1 EBITDA to [Showing first 8,000 characters — download PDF for full document]