DIVGIITTS NSE filing

Divgi Torqtransfer Systems achieves record Q2FY26 revenue, secures major contracts

The RealCase readHigh impact Positive

Divgi Torqtransfer Systems reported record Q2FY26 revenue of ₹88.3 crore, up 49% YoY, with strong profit growth. The company secured major transfer case contracts and expects significant export and EV segment ramp-ups.

Why it matters

The announcement details record financial results for Q2 and H1 FY26, alongside securing substantial new business (₹800+ crore contract, Japanese OEM nomination) and strong export growth. These factors suggest a high potential for sustained revenue growth, improved profitability, and enhanced market presence, making the impact high.

The market read

The company reported its highest-ever quarterly revenue and strong profit growth for Q2FY26 and H1FY26. Significant new contracts for transfer cases with a Japanese OEM and an Indian OEM, totaling over ₹800 crore, along with robust growth in the components export business and anticipated ramp-up in the EV segment, indicate strong future prospects and operational success.

Divgi Torqtransfer Systems Limited announced its Investor Presentation for the quarter and half year ended September 30, 2025. * Q2FY26 Financial Highlights: * Achieved the highest quarterly revenue in the company's history at ₹88.3 crore, a 49% year-on-year (YoY) increase. * EBITDA stood at ₹22.0 crore, up 33% YoY. * Net Profit reached ₹10.7 crore, marking a 36% YoY growth. * EBITDA margin was 24.9% and PAT margin was 12.2%. * H1FY26 Financial Highlights: * Revenue reached ₹165.1 crore, a 39% YoY increase. * EBITDA was ₹41.1 crore, up 35% YoY. * Net Profit was ₹19.7 crore, growing 43% YoY. * EBITDA margin was 24.9% and PAT margin was 11.9%. * Key Business Wins and Outlook: * Secured a nomination from a prominent Japanese OEM to develop a transfer case for their iconic pickup truck, with SOP (Start of Production) expected from FY28. * Won a contract with a leading Indian OEM for the transfer case segment, valued at over ₹800 crore in lifecycle revenue, to be executed over seven years starting H2FY27. * The Components business saw robust growth, with exports contributing 16% of H1FY26 revenue and a target to double export revenue in FY26. A new export component program is expected to generate over ₹90 crore in annual revenue. * The E-gear Drive (EV segment) is expected to see a strong volume ramp-up in H2FY26, with production and supply commencing for a key customer's Sigma platform. * The company is also exploring opportunities in Automatic Transmission (8-speed DCT localization) and Manual Transmission for commercial truck applications, and has realized its first DHT (Dedicated Hybrid Transmission) Prototype with significant fuel economy improvement. * Management Comment (Jitendra Divgi, Managing Director): "We achieved the highest-ever quarterly revenue in Q2FY26, taking H1 revenue to ₹165.1 crore, reflecting a sustained growth trajectory driven by continued product development and focused marketing initiatives. Our strong order book and strategic wins position us for sustained growth across all segments."

Filing to action

What to do with a filing like this

Divgi Torqtransfer Systems Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Divgi Torqtransfer Systems Limited. Read the original for the full detail.

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