The call ran from 12:01 PM to 1:22 PM IST (1 h 22 min).
Key takeaways
Divgi reported a blowout quarter driven by a massive, non-recurring Indonesia export order surge, though long-term growth hinges on unconfirmed automatic transmission localization.
| Management target | Revenue 100.0% FY30 |
|---|
| Revenue growth | 68% YoY growth, heavily driven by Indonesia export order surge. |
|---|---|
| Margins | EBITDA margin at 29.5%, benefiting from scale and operating leverage. |
| Order book | Indonesia order near completion; new automatic transmission RFQs pending. |
| Demand visibility | Strong domestic 4x4 demand; EV adoption improving after soft Q1. |
| Management confidence | Balanced; focused on execution while acknowledging cyclical industry risks. |
Growth
Revenue grew 68% YoY and 5% QoQ, heavily supported by Indonesia pickup programs and steady EV transmission recovery.
Outlook
Management targets ₹500 Cr+ revenue in FY27 and aspires to ₹1,000 Cr by FY30.
Risks
High client concentration; Indonesia order surge is one-time, potentially leading to a growth vacuum next year.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Divgi Torqtransfer Systems Q2 FY27 Results: Net Profit ₹26.4 Cr, Up 146.7% YoY
Divgi Torqtransfer Systems Ltd reported revenue from operations of ₹143.1 Cr (+72.4% YoY) and net profit of ₹26.4 Cr (+146.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹26.4 Cr · +146.7% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting 20-25% export share; SOP for Japanese OEM in FY28; pursuing ₹2,000cr+ long-term revenue potential.
Growth they described
Revenue ₹375cr (+56%), EBITDA ₹92cr (+58%), PAT ₹47cr (+90%). Q4 revenue ₹113.8cr (+78% YoY).
Call details
| Company | Divgi Torqtransfer Systems Limited |
|---|---|
| NSE symbol | DIVGIITTS |
| ISIN | INE753U01022 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 12:00 PM IST |
| Length | 1 h 22 min |
| Audio | Our stream on YouTube ↗ |
Divgi Torqtransfer Systems Limited: key numbers
- Share price
- ₹932.00
- Market cap
- ₹2,850 Cr
- Revenue (annual)
- ₹352.9 Cr
- Net profit (annual)
- ₹46.93 Cr
- P/E (TTM)
- 36.1×Sector 31.7×
- Promoter holding
- 60.55%-0.01% QoQ
- FII holding
- 2.54%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.