Divgi Torqtransfer Systems Limited — PPTs, 15-02-2025: Investor Presentation

Key updates from Divgi TorqTransfer Systems highlight challenges in Q3 FY25, marked by continued depressed sales in EV and Transfer Case segments, although better price realizations provided some relief. The collaboration with BorgWarner brought in royalty income, while modernization efforts at plants have led to increased depreciation costs.

Significant business developments include a multi-year contract worth approximately ₹800 crores for the Transfer Case business with a large Indian OEM, as well as ongoing discussions and agreements for feasibility studies on new transmission units with major global players. The company won multiple awards for its powertrain solutions and is seeing robust demand in its components business, particularly from export contracts worth an annual revenue of around ₹90 crores.

Looking ahead, Divgi shows a positive outlook, with expectations for a volume recovery starting in Q1 FY26 as new product variants are launched. The management remains confident about growth prospects in both domestic and export markets, especially with the recovery anticipated in the EV segment beginning in H2 CY25. Overall, Divgi is strategically positioned for potential growth as it navigates current market challenges.