Divgi Torqtransfer Systems Ltd
Divgi Torqtransfer Systems Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Exports expected to grow significantly in FY '26, reaching INR 80-90 crores yearly, with monthly run rates peaking at INR 8-8.5 crores. The company expects a recovery and growth in FY '26, following a challenging FY '25 seen as a tactical aberration.
From Divgi Torqtransfer Systems Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Exports expected to grow significantly in FY '26, reaching INR 80-90 crores yearly, with monthly run rates peaking at INR 8-8.5 crores.
- Export contribution anticipated to reach double-digit percentage of overall revenue by end of FY '26.
- Domestic transfer case volumes to improve gradually due to Mahindra models (Thar ROXX, Scorpio N) stabilizing and ramping up exports.
- New manual transmission program for pickup trucks (~150,000 units capacity) expected to add significant top-line growth (>INR 200 crores opportunity).
- Component business showing strong momentum, with 46% YoY growth and almost INR 90 crores revenue potential from export components starting Q4 FY '25 into FY '26.
2 more points from Divgi Torqtransfer Systems Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Divgi Torqtransfer Systems Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current capacity utilization is low: transfer cases <50%, EVs ~20%, with EBITDA >20% despite this.
- No significant capex expected for transfer cases and EV segments.
- Major capex and working capital investments planned for the automatic transmission business, estimated to be well over INR 100 crores.
- This automatic transmission project is historic, potentially involving over 100,000 automatics annually and could add over INR 500 crores to topline.
- Investment plans are linked to new strategic opportunities, including expanding presence in 4-wheel drive markets and exports.
- Capex timing: auto transmission deal discussions expected to conclude by March-April 2025.
2 more points from Divgi Torqtransfer Systems Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Divgi Torqtransfer Systems Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Received RFQ for 150,000 manual transmissions for pickup trucks in India; plan capacity for 150,000 units.
- Existing export orders include 8 components with production approval, totaling nearly 1 million units/year and revenue potential of ~INR 90 crores annually.
- Export orders currently at INR 13 crores for the year, expected to ramp up to INR 80-90 crores in FY '26.
- Global expansion underway with discussions for new contracts with Japanese and Korean OEMs targeting niche markets.
- Automatic transmission program expected to require INR 100+ crores capex with potential top-line boost of over INR 500 crores.
2 more points from Divgi Torqtransfer Systems Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Divgi Torqtransfer Systems Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹108 Cr, net profit ₹15 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Divgi Torqtransfer Systems Ltd's management said in earlier quarters
- Q2 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Auto Components this season
- Menon Bearings Ltd (Q3 FY25)
58.39 Cr, up 13.38% YoY from Rs. Key concall takeaways from Menon Bearings Ltd's Q3 FY25 earnings call — and how it ranks against sector peers.
- Rajratan Global Wire Ltd (Q3 FY25)
Q3FY25 consolidated revenue: ₹21,836 lakhs, down 6% YoY from ₹23,269 lakhs in Q3FY24 . Key concall takeaways from Rajratan Global Wire Ltd's Q3 FY25 earnings…
- Frontier Springs Ltd (Q3 FY25)
Q3FY25 Revenue from operations: ₹58.27 crore, a 76.44% year-on-year (YoY) increase from ₹33.02 crore in Q3FY24. Key concall takeaways from Frontier Springs…
- Uniparts India Ltd (Q3 FY25)
New business worth approximately INR 203 crores recently awarded will drive significant growth, especially in large tractors (>70 HP) and construction…
Arthneeti Pro · Annual
Divgi Torqtransfer Systems Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Divgi Torqtransfer Systems Ltd Q3 FY25 results?
Exports expected to grow significantly in FY '26, reaching INR 80-90 crores yearly, with monthly run rates peaking at INR 8-8.5 crores. The company expects a recovery and growth in FY '26, following a challenging FY '25 seen as a tactical aberration.
What is Divgi Torqtransfer Systems Ltd share price analysis?
Divgi Torqtransfer Systems Ltd currently shows a neutral. The stock trades at a P/E of 65.3 with a market cap of ₹3,065 Cr. Investors should review the full earnings analysis for detailed insights.
Is Divgi Torqtransfer Systems Ltd planning capital expenditure?
Current capacity utilization is low: transfer cases <50%, EVs ~20%, with EBITDA >20% despite this.
Keep Divgi Torqtransfer Systems Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.