Divgi TorqTransfer Systems Q3FY26 Investor Presentation: Record Revenue & New Orders
Divgi TorqTransfer Systems reported record Q3FY26 revenue of ₹96.3 crore and 9MFY26 revenue of ₹261.4 crore. The company secured new exclusive transfer case orders from Mahindra & Mahindra and Tata Motors for Indonesian pickup platforms, commencing CY26. EBITDA for Q3FY26 was ₹23.4 crore, and PAT was ₹11.8 crore.
The new order wins from major OEMs like Mahindra & Mahindra and Tata Motors, coupled with record financial performance and future growth projections, are significant developments that will materially impact the company's business and financial trajectory.
The announcement details record revenue, significant year-on-year financial growth, and new order wins, indicating a positive business outlook.
Divgi TorqTransfer Systems Limited has released an investor presentation for the quarter and nine months ended December 31, 2025. The company reported record revenue for both the quarter and the nine-month period, driven by sustained momentum in transfer case volumes and robust performance in the components business. The export business showed strong growth, while the EV segment remained subdued.
Key business highlights include surpassing full-year income levels of FY24 and FY25, with quarterly revenue run-rate approaching ₹90-100 crores. The company secured an exclusive transfer case order from Mahindra & Mahindra for the Scorpio Pik-Up platform and a similar order from Tata Motors for the Yodha Pik-Up platform, both commencing in CY26 with program volumes of approximately 35,000 units each.
Financially, for Q3FY26, Total Income was ₹96.3 crores, EBITDA was ₹23.4 crores, and Profit After Tax was ₹11.8 crores, showing significant year-on-year growth. For 9MFY26, Total Income reached ₹261.4 crores, EBITDA was ₹64.4 crores, and PAT was ₹31.4 crores.
The management highlighted strong volume traction in Transfer Cases, robust performance in the export-driven Components business, and diversified customer engagement. The company is progressing on plans for a manufacturing footprint in North America and has secured an exclusive order for 4x4 transfer cases for an Indonesian Pik-Up program, with production expected from CY26. They also successfully developed a proof of concept for a transfer case for a Japanese OEM's flagship pickup platform, with SOP expected in H1FY28.
Future outlook includes expected ramp-up in EV transmission production in H2 FY26, focus on exports for the Components business, and globalization of the Transfer Case portfolio with evaluation of a US manufacturing footprint. Long-term growth potential is projected at over ₹1,500 crores annually from BEV systems, export components, and transmission products for hybrids.
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Divgi Torqtransfer Systems Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. 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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