Divgi Torqtransfer Systems Limited — PPTs, 25-05-2026: Investor Presentation

**Business Performance:** Divgi TorqTransfer Systems delivered a robust FY26, with total income surging 56% to ₹375.2 Cr and PAT doubling by 92% to ₹46.9 Cr. Q4 also saw strong momentum, with revenue up 78% and PAT soaring 189%. Growth was significantly driven by the Transfer Case segment (+66%), Components (+124%), and a phenomenal 7.9x increase in Exports.

**Growth Drivers & Strategy:** The company is poised for its next growth phase, focusing on technology-led product enhancements in transfer cases and EV transmissions. Strategic expansion includes establishing a wholly-owned subsidiary in the US and leveraging global partnerships. Improved capacity utilization (70%+ overall, 40%+ for EV) is expected to boost operational efficiency.

**Recent Developments:** Notable updates include securing an exclusive transfer case order for the Indonesian Pik-Up program (production from CY26) and customer approval for EV transmission production, with supplies expected to commence in Q2 FY27. A new Chief Growth Officer was appointed to accelerate strategic initiatives.

**Key Financial Metrics:** For FY26, EBITDA stood at ₹92.3 Cr (up 58%) with a margin of 24.6%, while the PAT margin improved to 12.5%.

**Management Commentary / Outlook:** Management expresses confidence in future scalability, driven by next-generation transfer case technologies, rapid export and component business growth, and sustained progress in EV solutions. They foresee a long-term annual revenue potential exceeding ₹2,000 Cr across diverse segments.