Analysts/Institutional Investor Meet/Con. Call Updates

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: August 12, 2026 To To National Stock Exchange of India Limited B S E Limited Exchange Plaza, C-1, Block G P h i r o z e Jeejeebhoy Towers Bandra Kurla Complex, D a l a l S treet, Bandra (E), Mumbai – 400051 M u m bai – 400001 Scrip Symbol: TENNIND S c r i p C o d e : 5 44612 Sub: Transcript of the Earnings Conference Call for Analysts and Investors held on Thursday, August 06, 2026 Dear Sir/Madam, Pursuant to the provisions of Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation to our intimation letter dated July 30, 2026, we hereby submit the transcript of the Earnings Conference Call for Analysts and Investors held on Thursday, August 6, 2026 at 04:00 PM (IST) post declaration of results for Q1 FY2026-27. Further, the transcript 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 (Formerly known as Tenneco Clean Air India Private Limited) Roopali Singh Company Secretary and Compliance Officer Membership No: A15006 Place: Gurugram Encl: As above Registered Officer: RNS2, Nissan Supplier Park, SIPCOT Industrial Park Oragadam Industrial Corridor, Sriperumbudur, Taluk, Kancheepuram, Kancheepuram, Tamil Nadu, India, 602105 Tenneco Clean Air India Limited Q1 FY27 Earnings Conference Call” August 06, 2026 MANAGEMENT: MR. ARVIND CHANDRA – WHOLE-TIME DIRECTOR AND CHIEF EXECUTIVE OFFICER – TENNECO CLEAN AIR INDIA LIMITED MR. MAHENDER CHHABRA – CHIEF FINANCIAL OFFICER – TENNECO CLEAN AIR INDIA LIMITED MR. HIMANSHU SHARMA – HEAD INVESTOR RELATIONS – TENNECO CLEAN AIR INDIA LIMITED Page 1 of 20 General Business - Tenneco Confidential Tenneco Clean Air India Limited August 06, 2026 Moderator: Ladies and gentlemen, good day and welcome to Q1 FY27 Earnings Conference Call of Tenneco Clean Air India Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after -- the business updates conclude. Should you need assistance during the conference call, please signal an operator by pressing star followed by zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Himanshu Sharma, Head Investor Relations of Tenneco Clean Air India Limited. Thank you and over to you, Mr. Himanshu. Himanshu Sharma: Thank you, Sanya. Good evening, ladies and gentlemen, and a warm welcome. Today we have with us Mr. Arvind Chandra, Whole-time Director and CEO, and Mr. Mahender Chhabra, Chief Financial Officer. A detailed presentation on the business and financial performance is available on company's website and on the websites of the Stock Exchanges. We will begin with Mr. Chandra providing a business update, followed by Mr. Chhabra covering the financial results. We expect the updates to take around 15 minutes, after which we will open the floor for a Q&A session of about 45 minutes. Before we proceed, I would like to draw your attention to the disclaimers included in our presentation. With that, I now hand over to Arvind. Arvind Chandra: Thank you, Himanshu, and good evening, everyone, and thank you for joining us for Tenneco Clean Air India's Q1 FY2027 Earnings Call. We started FY2027 on a strong footing, driven by disciplined execution, continued market share gains, and increasing adoption of our technology- led solutions across both our Advanced Ride Technologies and Clean Air Powertrain businesses. Despite a quarter marked by significant commodity inflation, geopolitical disruptions, and the additional costs associated with operating as a newly listed public company, we delivered healthy growth while sustaining strong profitability. For the quarter, value added revenue grew 18.4% year-on-year to INR13,816 million, outperforming the growth of our served addressable market. Revenue from operations increased 20.2% year-over-year to INR15,448 million. EBITDA grew 7.9% year-on-year to INR2,469 million, and we delivered an EBITDA margin of 17.9% on value added revenue. Profit after tax stood at INR1,652 million. Now, PAT grew similar to EBITDA growth if you exclude a one-time benefit recorded in the corresponding quarter last year where we sold our Motocare business and other one-off income. But if you exclude Motocare, our PAT growth is similar to EBITDA growth. I want to be very clear on that. Beyond financial performance, I am particularly pleased with the continuous progress we're making in gaining market share across our core businesses. Our commercial vehicle Clean Air Solutions business increased value market share from 57% to 58% in FY2026, while our passenger vehicle shock absorbers and struts business expanded market share from 52% to 55% in the Indian market. In off-highway Clean Air Solutions, we maintained our strong leadership position with a market share of 68%. These gains reflect our technology leadership, customer relationships, and Page 2 of 20 General Business - Tenneco Confidential Tenneco Clean Air India Limited August 06, 2026 relentless focus on execution. In Advanced Ride Technologies, the momentum behind our proprietary DCx DaVinci platform continues to strengthen like never before. During the quarter, we secured multiple new application wins across existing customers while also adding four new customers to the conventional and DCx platforms. Since its introduction, DCx has continued to redefine ride performance expectations in the Indian market while maintaining the affordability and robustness required for local operating conditions. Building on this momentum, we introduced DCx32, the latest addition to the DCx family, specifically targeting smaller A and B segment vehicles and significantly expanding our addressable market opportunity. We also successfully completed fitment and performance benchmarking of our mechanical adaptive ride damping or MARD technology with a leading domestic OEM. Importantly, this innovation was developed and validated entirely in India, further reinforcing our local engineering capabilities and commitment to technology leadership. And this type of local engineering and innovation will continue in the future. Within our Clean Air and Powertrain business, we continue to strengthen customer partnerships through multiple strategic program nominations spanning ignition systems, hot end and cold end aftertreatment solutions, and other powertrain applications. One of the notable achievements during the quarter was securing a spark plug order from one of India's largest passenger vehicle OEMs. This win represents a strong entry into a new white space opportunity and demonstrates our ability to leverage long-standing customer relationships to expand our footprint. Additional wins included a new passenger vehicle exhaust program with a leading domestic OEM, a cold end assembly program for global OEM CNG platform, and an upcoming emissions aftertreatment program for a leading domestic commercial vehicle manufacturer. These program awards continue to broaden our growth pipeline and reinforce our position as a trusted technology partner for our customers. We're also making encouraging progress in export markets. During the quarter, our Advanced Ride Technologies business secured its maiden order from a leading European all-terrain vehicle manufacturer, opening a new customer segment and geography for us. Additionally, our Powertrain business won a heat shield order from Tenneco America, demonstrating the global competitiveness of our Indian operations. These export wins support our long-term ambition of expanding exports and deepening our particip [Showing first 8,000 characters — download PDF for full document]