BSECompany Update3d ago · 11 Aug 2026, 07:02 pm
Attached herewith is the investor presentation for Earnings Call scheduled on August 12, 2026
DIVGI TORQTRANSFER SYSTEMS Ltd · 543812
✦ AI Summary▲ PositiveResults
Divgi TorqTransfer Systems Limited has released an investor presentation for the quarter ended June 30, 2026, showcasing a record-breaking quarterly performance with a 25% QoQ increase in total income and a 118% YoY increase in EBITDA margin. The company has also made progress in its US operations, establishing a wholly owned subsidiary in South Carolina and engaging with key customers to generate new RFQs.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10
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Full Announcement
DIVGI TORQTRANSFER SYSTEMS Ltd - 543812 - Announcement under Regulation 30 (LODR)-Investor Presentation
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Divgi TorqTransfer Systems Limited
Divgi TorqTransfer Systems CIN: L32201MH1964PLC013085
75, General Block, MIDC, Bhosari,
Pune 411 026, India
Tel: (+91-20) 63110110
Web: www.divgi-tts.com
Ref.: DTTS/Sec/26-27/33
August 11, 2026
To, To,
BSE Limited, National Stock Exchange of India Limited,
Phiroze Jeejeebhoy Towers, "Exchange Plaza" 5th Floor,
Dalal Street, Mumb ai - 400001 Plot No. C-1, G Block,
Bandra Kurla Complex, Bandra (East),
Mumbai – 400051
BSE Scrip Code – 543812 NSE Scrip Code - DIVGIITTS
Sub: Investor Presentation
Ref.: Regulations 30 of the SEBI LODR Regulations, 2015
Dear Sir / Madam,
Pursuant to Regulation 30 and other applicable provisions of the Securities and Exchange
Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“LODR
Regulations”), please find enclosed herewith the presentation on performance of the Company
for the quarter ended June 30, 2026.
This is for your information and records.
Thanking you,
For Divgi TorqTransfer Systems Limited
Aniket Kokane
Company Secretary and Compliance Officer
M No.: A51571
Enclosure: As above
PREPARING
FOR THE NEXT
ORBIT
Divgi TorqTransfer Systems
Limited
Investor Presentation –Q1 FY27
Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Divgi TorqTransfer Systems Limited
(the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to
purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding
commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document
containing detailed information about the Company. This Presentation has been prepared by the Company based on information and
data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and
no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This
Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect
of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may
contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-
looking statements. Such 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. These risks and uncertainties include, but are not limited to, the
performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and
world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and
expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market
preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or
achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no
obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections
made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third
party statements and projections
Index
Sr. No. Contents Slide No.
1 Achieving New Quarterly Milestone - Q1FY27 4
2 Entering the Next Orbit of Growth – FY27 & Beyond 6
3 Growing Trend Across Key Segments 7
4 Highlights from Management 8 – 9
5 Financial Performance 10 – 13
6 Future Growth Strategies 15 – 20
7 About Divgi 22 – 30
8 Historical Performance 32 – 39
Achieving New Quarterly Milestone – Q1FY27
Rs. In Crores
Delivered record-breaking quarterly performance, surpassing all historical milestones
141.8
113.8
76.8
85% YoY 25% QoQ
Total Income
Q1FY26 Q4FY26 Q1FY27
EBITDA Margin
41.6
27.8
19.1 118% YoY 50c%c QoQ 29.4%
EBITDA
Q1FY26 Q4FY26 Q1FY27
PAT Margin
25.2
15.5
183% YoY 63 c% c QoQ 17.8%
PAT 8.9
Q1FY26 Q4FY26 Q1FY27
Update on Project Mayflower | US Operations
o Strengthen engagement with key customers, Improve RFQ conversion and program execution capability
Plan Ahead o Win at new customers
o Create foundation for future manufacturing operations in the U.S.
Q1FY27 Progress Q2FY27 & Beyond
o Wholly owned subsidiary established in South Carolina
o Existing customers - New RFQs: Quote submission, negotiations
o Divgi Transmission Technologies and Systems Inc
o Initial headcount on-boarded o New customers: Engage with OEMs, Tier 1s to generate RFQs
Customer Responses o Continue assessing business case for local manufacturing in US.
o Encouraging feedback from existing customers
o New RFQs released by existing customers for potential
sourcing from India and requiring manufacturing in U.S.
Entering the Next Orbit of Growth – FY27 & Beyond
Rs. In Crores ~Avg. over the year
FY25 FY26 FY27 & Beyond
~55crs+ ~90crs+
113.8 141.8
64.1
59.4 59.2 57.5 96.3
88.3
76.8 Performance driven by strong
transfer case volumes and
healthy exports business
Total
Income
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
Year of strengthening internal capabilities Year of focused execution and growth Strategic Shift from Core Passenger Vehicles
and preparing for next phase of growth recovery to Light Vehicles
✓ Strengthened Transfer Case business revenue, driven by ✓ Increased volumes and strengthened presence across ✓ Revenue growth expected to be supported by strong
focused efforts to improve volumes and deepen OEM upgraded platforms in the Transfer Case business. contract execution, including the Indonesian market
engagement opportunity in FY27, with recurring business potential.
✓ Focused on improving Transfer Case realizations through
✓ Positioned the EV business for the next phase of volume upgraded technology and product offerings. ✓ H2 FY27 expected to sustain the revenue momentum
ramp-up, with Proof of Concepts successfully submitted driven by new platforms and facelift programs with key
✓ Secured approval for the Sigma platform in EVs and
and continued engagement with key OEMs despite OEM customers
commenced initial volume supplies, while submitting
industry-wide challenges
prototypes for upcoming platforms. ✓ EV business impacted in Q1 due to higher inventory at
✓ Strengthened EV platform presence by working closely OEM in Q4, product mix change at OEM and delay in
✓ Expanded the Export component business through entry
with key OEMs to secure opportunities across multiple Sigma program launch. Expected to see a healthy
into newer geographies and increased volumes.
upcoming platforms volume trajectory from Q2 onwards for the existing
programs and launch of new Sigma program in mass
✓ Successfully secured approvals for export components,
production
setting the stage for higher volumes and revenue
contribution going forward. ✓ Export growth expected to accelerate through entry
into newer geographies and increased contribution
from the components business
✓ Strong export outlook from OEM customers, with plans
to expand globally alongside existing OEM relationships
Growing Trend Across Key Segments
Rs. In Crores ~Avg. over the year
FY25 FY26 FY27
~25crs+ ~45crs+
76.0
54.1
29.4 28.2 29.0 47.0 Supported by higher volumes from
23.9 39.3 42.7
our OEM customers for domestic
and export markets.
Transfer Case
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
~6crs+ ~7crs+
7.8 8.3
6.0 7.1 6.1 7.1 5.7 Expected to ramp up to higher
volumes on existing platforms, and
with approvals on previously
submitted prototypes for new
E-Gear Drive
programs in the pipeline.
Q1 Q2 Q3
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