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Investor Presentation

Divgi Torqtransfer Systems Investor Presentation: Key Takeaways

Divgi delivered record Q1FY27 performance with ₹141.8 Cr total income, driven by strong transfer case volumes and Indonesian market ramp-up. Strategy shifts toward light vehicles and US expansion.

Guidance and delivery
Management target Revenue Long Term
Highlights
Revenue growth85% YoY, 25% QoQ
MarginsEBITDA margin expanded to 29.4% vs 24.9% YoY
Order bookExclusive supplier for Indonesian Pik-Up 4x4 program
Demand visibilityStrong outlook for transfer cases and export markets
Management confidenceHigh; cited operating leverage and increasing scale

Growth

Total Income grew 85% YoY to ₹141.8 Cr. EBITDA rose 118% YoY to ₹41.6 Cr; PAT surged 183% YoY to ₹25.2 Cr.

Outlook

Targeting annual revenue potential of ₹2,000+ Crores long-term. Sigma EV production commencement expected in Q2 FY27.

Risks

EV business impacted by higher OEM inventory and program delays; export growth dependent on newer geography entry.

Last quarter's promises, checked

Delivered

  • Targeting Q4 FY26 revenue run rate doubling → delivered ₹113.8 Cr vs ₹55 Cr low (= BEAT)
  • Medium-term export target 20-25% → delivered 18% in FY26, crossing 20% in Q2 (= BEAT)
  • Indonesia program on track for FY27 → delivered ramp-up driving Q1FY27 income (= BEAT)

Partly delivered

  • Targeting ₹2,000+ Cr annual revenue potential → delivered ₹141.8 Cr Q1 run rate (~₹560 Cr annualized) (= PARTIAL)

Missed

  • EV transmission volume doubling by July 2026 → delivered 'impacted by higher OEM inventory' (= MISS)
Source

Investor Presentation filed with BSE, NSE: DIVGIITTS. 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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Divgi TorqTransfer Systems held its 61st Annual General Meeting on September 18, 2026. This filing provides the summary of proceedings and businesses transacted at the meeting.

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Divgi Torqtransfer Systems Management Change

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13:40 IST NSE
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Divgi Torqtransfer Systems Results Correction

Divgi TTS clarified to NSE that its auditors issued an unmodified opinion on FY26 results, making no audit qualification statement required under Regulation 33.

14:31 IST BSE
Dividend

Divgi Torqtransfer Systems Dividend

Divgi TorqTransfer Systems has fixed September 10, 2026, as the record date for a final dividend. Shareholders will receive ₹3.27 per equity share for FY 2025-26.

17:31 IST BSE
Capital Structure Change

Divgi Torqtransfer Systems Capital Structure Change

ICICI Prudential Mutual Fund sold 616,032 shares of Divgi Torqtransfer Systems Ltd in the open market. Its stake decreased from 6.746% to 4.732% as a result.

17:53 IST BSE
Financial Results

Divgi Torqtransfer Systems Q1 FY27 Results: Net Profit ₹25.2 Cr, Up 183.1% YoY

Divgi Torqtransfer Systems Ltd reported revenue from operations of ₹137.1 Cr (+91.2% YoY) and net profit of ₹25.2 Cr (+183.1% YoY) for Q1 FY27.

Key figure
Net profit ₹25.2 Cr · +183.1% YoY