Analysts/Institutional Investor Meet/Con. Call Updates

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/26-27/37 August 18, 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: Transcript of Earnings Call held on August 12, 2026 Ref.: Regulations 30 of the SEBI LODR Regulations Dear Sir / Madam, Further to our letter reference no. DTTS/Sec/26-27/28 dated August 07, 2026, 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 transcript of the Earnings Conference Call held on August 12, 2026, in respect of the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The transcript can also be accessed on the Company’s website at the following link: https://divgi-tts.com/earning-call-transcripts/ This is for your information and records. Thanking you, For Divgi TorqTransfer Systems Limited Aniket Kokane Company Secretary and Compliance Officer A51571 Enclosed: As above “Divgi TorqTransfer Systems Limited Q1 FY '27 Earnings Conference Call” August 12, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchanges on 12th August 2026 will prevail. MANAGEMENT: MR. JITENDRA DIVGI – MANAGING DIRECTOR – DIVGI TORQTRANSFER SYSTEMS LIMITED MR. HIRENDRA DIVGI – WHOLE TIME DIRECTOR, DIVGI TORQTRANSFER SYSTEMS LIMITED MR. SUDHIR MIRJANKAR – CHIEF FINANCIAL OFFICER, DIVGI TORQTRANSFER SYSTEMS LIMITED MR. DIPAK VANI – CHIEF OPERATING OFFICER, DIVGI TORQTRANSFER SYSTEMS LIMITED MR. SATVINDER SINGH SABHARWAL – CHIEF GROWTH OFFICER, DIVGI TORQTRANSFER SYSTEMS LIMITED MODERATOR: MR. RAUNAK JAIN – EQUIRUS SECURITIES Page 1 of 24 Divgi TorqTransfer Systems Limited August 12, 2026 Moderator: Ladies and gentlemen, good day and welcome to Divgi TorqTransfer Systems Limited Q1 FY '27 Earnings Conference Call hosted by Equirus Securities. 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 presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing ‘*’ and then ‘0’ on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Raunak Jain from Equirus Securities. Thank you and over to you, sir. Raunak Jain: Good afternoon, everyone. On behalf of Equirus Securities, I welcome you all to the Q1 FY '27 Post-Results Call of Divgi TorqTransfer Systems Limited. From the Management side, we have Mr. Jitendra Divgi – Managing Director, Mr. Hirendra Divgi – Full-time Director, Mr. Sudhir Mirjankar – CFO, Mr. Satvinder Singh Sabharwal – Chief Growth Officer, and Mr. Dipak Vani – COO. I will now hand over the call to Mr. Jitendra sir for his opening remarks. Over to you, sir. Jitendra Divgi: Thank you, Raunak. Good afternoon, everyone, and welcome to this quarterly earnings call. I am sure you have had the opportunity to go through the Financial Results and the Presentation which were uploaded yesterday on the Stock Exchanges and are also available on the company's website. As was mentioned, joining me on the call today is Sudhir Mirjankar – CFO, Satvinder Singh Sabharwal – our Chief Growth Officer, Dipak Vani – Chief Operating Officer, and my brother Hiren – Executive Director, is traveling on business in the United States right now. Our Investor Relations Advisors, SGA, have also joined on the call. So, let me begin by saying that, as you have noticed, Q1 FY '27 has heralded a very strong start to this financial year for us. And we believe that this quarter marks the beginning of a new phase of our corporate journey since 2023 when we went public. The performance demonstrates that the capabilities, investments, and opportunities built over the past few years are now converging and beginning to translate into impact. We see this quarter not as an isolated strong performance but as an early indicator of significantly larger growth opportunities ahead of us. We delivered our highest ever quarterly performance with total revenue of approximately Rs. 142 crores, surpassing all our previous quarterly milestones. So, this represents an 85% year-on- year growth and a 25% sequential growth over Q4 FY '26. What is particularly encouraging is that this growth has been accompanied by a significant improvement in operating leverage and profitability. EBITDA for the quarter stood at Page 2 of 24 Divgi TorqTransfer Systems Limited August 12, 2026 approximately Rs. 42 crores with EBITDA margins at nearly 30%. PAT came in at approximately Rs. 25 crores. Importantly, return on invested capital without the cash component stood at almost 32% in Q1 FY '27, reflecting strong returns being generated on the investments made over the past few years. This performance is driven by a favorable product mix, increasing contribution from exports, and the operating leverage that comes from just a higher scale of business. Importantly, the benefits of this scale-up are not limited to just our financial performance. They are also enabling us to accelerate the next phase of our growth. As I have been stating in previous calls, our global strategy has two clear priorities. First, to support our key OEM customers in their global expansion. And second, to build a global footprint for ourselves. And I am pleased to share that we have made meaningful progress on both these fronts. On the first, we are successfully on track with our Indonesia program, supporting Tata and Mahindra in their work in Southeast Asia. This is an important milestone for us and demonstrates our ability to take our capabilities and partnerships beyond India. Building on this experience, we are now taking the next step in our internationalization journey. I am pleased to introduce Project Mayflower, our initiative to establish eventually a manufacturing presence in the U.S. Under this initiative, we have established our wholly-owned subsidiary in Greenville, in South Carolina, at the International Center for Automotive Research, and have begun building our initial team and operations. So, my brother, Hiren, is in the U.S. in connection with this initiative. We are already seeing encouraging customer traction, including new RFQs for sourcing from this proposed manufacturing site in the U.S. Our focus now is to convert these opportunities into concrete revenue streams, deepen our engagement with existing customers, build relationships with new OEMs and Tier-1 customers, and also evaluate the right opportunity then to establish local manufacturing. Together, the Indonesian or ASEAN program and Project Mayflower mark important steps in our evolution from an India-focused business to an enterprise with an increasingly global footprint. So, I think the message from this quarter is not simply that we have achieved another record quarter. More importantly, we are beginning to see a fundamental transformation in the scale and breadth of our business and the benefits of the capabilities and opportunities that we have built over the past few years by beginning to see all of this translate into scale. Over the last few years, we have invested deliberately in technology, engineering capabilities, advanced manufacturing technology, and customer relationships. We are now at a stage where these investments are translating into multiple growth opportunities simultaneously. Page 3 of 24 Divgi TorqTransfer Systems Limited August 12, 2026 In simple terms, all the cylinders are now beg [Showing first 8,000 characters — download PDF for full document]