Divgi Torqtransfer Systems Limited — Investor Meet, 09-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Divgi TorqTransfer Systems reported a 12% YoY revenue decline to INR240 Cr in FY ’25, mainly due to a 29% drop in transfer case volumes. EBITDA margin stayed healthy at 24.4%, with PAT margin at 10.2%, aided by margin expansion and higher defense sales. Q4 revenue rose 12% QoQ to INR64 Cr, alongside EBITDA growth. The EV transmission segment grew 6%, with new launches expected to boost growth over 50% in FY ’26. Exports jumped to ~5% of revenue, with plans to reach double digits next year. Management is focused on global expansion, advanced transmissions, and volume recovery, targeting INR1,000 Cr revenue long term.