Divgi Torqtransfer Systems Ltd
Divgi Torqtransfer Systems Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting 12%-15% CAGR over 5 years from FY'20 base, with confidence to deliver this growth. The company aims for a 12%-15% CAGR in revenue growth over 5 years from FY'20 base, with confidence in delivering that performance for this year and next.
From Divgi Torqtransfer Systems Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting 12%-15% CAGR over 5 years from FY'20 base, with confidence to deliver this growth.
- Highest ever quarterly revenue run rate nearing INR90-100 crores, indicating a strong growth phase.
- Large incremental export orders: 70,000 transfer cases for Indonesia, exclusive supplier to Tata/Mahindra, ramp-up ongoing.
- Expanding Components exports significantly, with a 5x export increase year-on-year and ongoing new market entries (US, EU, Mexico).
- Focus on EV transmissions with gradual volume improvement expected, new 120kW transmission launching April 2026.
- Developing automatic transmissions with a target launch around FY'29, aiming for INR1,000 crores revenue level in the medium term.
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
- The company is investing in modernizing productivity for transfer case assembly lines, enabling operation of two lines with three shifts to ramp up volumes.
- Plans to establish a presence in the U.S. for deeper engagement with key customers like BorgWarner, Magna, Ford, and GM; a location decision is expected by March 2026.
- Development of a new 120-kilowatt EV transmission (Project Sigma) expected to launch by April 2026, enhancing EV drivetrain capacity and product portfolio.
- Ongoing investments in building export capabilities, including an office in Cologne, Germany, and expanding in the U.S. to capture opportunities amid tariff-related shifts.
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
- Current significant order: 70,000 transfer cases for Indonesia with Tata Motors and Mahindra (incremental and exclusive).
- Other component exports to US, Europe, and Mexico showing strong potential with good RFQs and quotations.
- Discussions underway with major US Tier 1 suppliers like Magna, BorgWarner, and OEMs including Ford and GM.
- Presence planned in the US for closer engagement with customers.
- EV transmission business progressing, with an SOP expected in April 2026 for new products.
- Working on proof of concept for automatic transmissions with a roadmap aiming for INR 1,000 crore revenue by FY '30.
- Components export revenue has increased 5x year-on-year, current quarterly run rate about INR 19 crore.
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 FY25 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
- India Nippon Electricals Ltd (Q3 FY26)
Year-on-year (YoY) revenue growth for Q3-FY26: 26.6% . Key investor presentation takeaways from India Nippon Electricals Ltd's Q3 FY26 investor presentation — a
- Rane (Madras) Ltd (Q3 FY26)
Consolidated Revenue Q3 FY26:** Rs 1,019.1 Cr, up 21.3% YoY (Page 12) . Key investor presentation takeaways from Rane (Madras) Ltd's Q3 FY26 investor presentati
- Jamna Auto Industries Ltd (Q3 FY26)
668 Crores, up 19% YoY (Rs. Key investor presentation takeaways from Jamna Auto Industries Ltd's Q3 FY26 investor presentation — and how it ranks against sector
- Rajratan Global Wire Ltd (Q3 FY26)
301.53 crores (Rs. Key concall takeaways from Rajratan Global Wire Ltd's Q3 FY26 earnings call — and how it ranks against sector peers.
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 FY26 results?
Targeting 12%-15% CAGR over 5 years from FY'20 base, with confidence to deliver this growth. The company aims for a 12%-15% CAGR in revenue growth over 5 years from FY'20 base, with confidence in delivering that performance for this year and next.
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?
The company is investing in modernizing productivity for transfer case assembly lines, enabling operation of two lines with three shifts to ramp up volumes.
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.