Divgi Torqtransfer Systems Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 14 Jun 2026 | Auto Components | Market Cap: ₹3.1K Cr
Targeting INR2,000+ crores annual revenue, up from earlier INR1,500+ crores estimate. FY '26 marked a strong recovery with highest-ever revenue of INR 375 crores (+56% YoY) and EBITDA of INR 92 crores with ~25% margin.
From Divgi Torqtransfer Systems Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹1,218
Market Cap
₹3.1K Cr
P/E Ratio
65.3
Revenue Rank
Margin Rank
How does Divgi Torqtransfer Systems Ltd rank in Auto Components?
Compare Divgi Torqtransfer Systems Ltd against every Auto Components company this quarter on revenue, margins and earnings-call signals.
Divgi Torqtransfer Systems Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹108 Cr, net profit ₹15 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 2- →Targeting INR2,000+ crores annual revenue, up from earlier INR1,500+ crores estimate.
- →Automatic transmissions are cornerstone, aiming for 80,000-100,000 units/year, with Tata and Mahindra ambition exceeding this.
- →Potential INR300 crores from 4-wheel drive segment, with upside if global 4WD business (200,000 units) is won (~INR800 crores).
- →EV transmission segment volumes expected to double in FY '27 with new designs going into production.
- →Transfer Case volumes increased ~70-80%, current volumes about 52,000 units; capacity utilization in EV transmission ~25-30%.
- →Major overseas growth with export revenue targeted at 20-25% of total; expanding in U.S., China, Europe.
- →New opportunities from Indonesia (~70,000 units by FY '27), ASEAN region expansion, U.S. and global pickups.
- →Manual transmission projects underway with potential volumes up to 100,000 units/year by FY '28.
- →Overall, optimistic about sustained volume growth, diversification, and global expansion.
See what Divgi Torqtransfer Systems Ltd said on profitability & margins — free account, 30 seconds.
🏗️ Capital Expenditure Plans
Yes- →The company has approved the incorporation of a wholly owned subsidiary in the United States to strengthen customer proximity and deepen engagement in the North American market.
- →An initial investment of around INR 3 crores is planned for setting up offices, infrastructure, and a small warehouse in the U.S., with focus on expos and customer engagement in the first year.
- →Continued investments are being made in technology, engineering capabilities, leadership strengthening, and future-ready mobility platforms.
- →Expansion plans include building capacities and capabilities ahead of the curve with a disciplined capital allocation approach.
- →Development projects underway include automatic transmissions, EV transmissions, Transfer Cases, and manual transmissions with expectations of significant revenue growth by FY '28 and beyond.
- →The company emphasizes maintaining a healthy net cash position despite growth-related working capital and expansion needs.
See what Divgi Torqtransfer Systems Ltd said on fundraising & capital structure — free account, 30 seconds.
📋 Order Book & Pipeline
Yes- →Divgi TorqTransfer Systems has secured a significant Transfer Case order split between two Indian OEMs, Tata Motors and Mahindra, for approximately 70,000 units related to Indonesian government projects, on track for completion by FY '27.
- →New Transfer Case contracts won, including for Tata Sierra and a global Mahindra pickup truck, with expected export growth including support for production in South Africa.
- →Automatic Transmission segment expected to reach 80,000 to 100,000 units per year, with scope to grow as Tata and Mahindra expand globally.
- →Potential opportunity in 4-wheel drive business estimated at INR 300 crores conservatively, could scale up to INR 800 crores with 200,000 units monthly but held back due to brand perception.
- →EV transmission business currently at 25% utilization; new models expected to ramp up volumes in FY '27.
- →Manual transmission and 3-wheeler segment opportunities in pipeline with modest initial volumes but scalable operations.
- →Overall, the orderbook reflects strong growth across Transfer Case, automatic and manual transmissions, and EV segments with geographic and customer diversification.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
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What Divgi Torqtransfer Systems Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Divgi Torqtransfer Systems Ltd Q4 FY26 results?
Targeting INR2,000+ crores annual revenue, up from earlier INR1,500+ crores estimate. FY '26 marked a strong recovery with highest-ever revenue of INR 375 crores (+56% YoY) and EBITDA of INR 92 crores with ~25% margin.
What is Divgi Torqtransfer Systems Ltd share price analysis?
Divgi Torqtransfer Systems Ltd currently shows a moderate growth signal based on ranking data. 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 has approved the incorporation of a wholly owned subsidiary in the United States to strengthen customer proximity and deepen engagement in the North American market.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.