ALPHA TRIBE

Dhoot Transmission LimitedPPTs, 04-09-2026: Investor Presentation

04-09-2026 | 03:07 pm

Here's a concise, retail-friendly summary of the investor presentation:

**1. Business Performance:**

Dhoot Transmission delivered a robust Q1 FY27, with revenue soaring 49.7% YoY to ₹1,446.4 Cr and EBITDA climbing 29.0% YoY to ₹218.4 Cr, maintaining a 15.1% margin. Both Wiring Harness (up 44.6%) and Non-Wiring Harness (up 67.7%) businesses saw strong growth. EV revenue was a standout, jumping 79.2% YoY and now contributing 27% of total revenue. India remains the dominant geography, contributing 92% of revenue.

**2. Growth Drivers or Strategy:**

The company is strategically focused on the high-growth Indian auto sector, benefiting from electrification, premiumization, and advanced connectivity. Approximately 95% of its auto product portfolio is EV-focused or powertrain-neutral. The outlook for the Wiring Harness market is strong, projected to grow 14-16% CAGR for 2Ws and 7-9% for 3Ws (FY26-31), fueled by increasing content per vehicle from safety and EV trends.

**3. Recent Developments:**

Dhoot successfully gained control of Multilink in June, with integration expected by Q3/early Q4, aiming to deepen its electrical & electronics presence. The company also entered a Joint Venture with Ride Vision in 2026 for Advanced Driver/Rider Assistance Systems (ADAS).

**4. Key Financial Metrics (Q1 FY27 YoY):**

* Revenue Growth: 49.7%

* EBITDA Growth: 29.0%

* Profit After Tax (PAT) Growth: 37.8%

* EBITDA Margin: 15.1%

**5. Management Commentary / Outlook:**

Dhoot is capitalizing on the Indian auto sector's structural growth journey, driven by significant EV penetration, rising disposable incomes, infrastructure development, and supportive government policies. Continued innovation and in-house R&D capabilities are expected to sustain product leadership and drive future growth.

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