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Earnings Call

DIVGI TORQTRANSFER SYSTEMS Earnings Call: Key Takeaways

Divgi TTS delivered record FY26 revenue of ₹375cr (+56% YoY) and PAT of ₹47cr (+90% YoY), driven by a sharp recovery in Transfer Cases and robust component export growth.

Why this was an Alfa AlertManagement guides >50% YoY growth for next period: FY26 revenue growth of 56% achieved, and management indicates entering a next orbit of growth with substantial new revenue streams.
Highlights
Revenue growthFY26 +56% YoY; Q4 +78% YoY.
MarginsHealthy EBITDA margins at 24.6%; gross margins stable at 63.5%.
Order bookSecured orders for Mahindra Scorpio and Tata Yodha pickup platforms.
Demand visibilityStrong visibility from Indonesia export programs and new SUV/Pickup platforms.
Management confidenceHigh, citing 'important turning point' and 'next orbit of growth'.

Growth

Revenue ₹375cr (+56%), EBITDA ₹92cr (+58%), PAT ₹47cr (+90%). Q4 revenue ₹113.8cr (+78% YoY).

Outlook

Targeting 20-25% export share; SOP for Japanese OEM in FY28; pursuing ₹2,000cr+ long-term revenue potential.

Risks

Subdued EV volumes due to lengthened development cycles at Tata Motors; intense competition in the EV segment.

Source

Earnings Call filed with BSE, BSE: 543812. Summary written with AI assistance from the document.

Read the document ↗

DIVGI TORQTRANSFER SYSTEMS Ltd: key numbers

Share price
₹1,154.60
Market cap
₹3,531 Cr
Revenue (annual)
₹352.9 Cr
Net profit (annual)
₹46.93 Cr
P/E (TTM)
55.8×Sector 33.6×
Promoter holding
60.56%+0.00% QoQ
FII holding
1.86%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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