Divgi TorqTransfer Systems Ltd (BOM:543812)

Q2 2026 Divgi TorqTransfer Systems Ltd Earnings Call Transcript

Nov 13, 2025 / 06:30 AM GMT

Release Date Price: ₹642.3 (+0.39%)

Transcript

Key Points

Positve

Divgi TorqTransfer Systems Ltd (BOM:543812) achieved its highest ever quarterly revenue of 88 crores in Q2 FY26, marking a 49% year-on-year growth.
The company secured a significant nomination from a leading Japanese OEM to develop a transfer case for their iconic pickup truck platform, enhancing its global presence.
Exports contributed over 20% in Q2 FY26, showing progress towards the medium-term target of 20-25% export contribution.
The components segment demonstrated robust performance with a 113% year-on-year growth in H1 FY26, driven by strong export demand.
Gross margins remained healthy at over 60%, with EBITDA margins exceeding 24%, indicating strong profitability.

Negative

The EV transmission segment experienced a 5% decline in H1 FY26 compared to the previous year, due to subdued EV volumes in the market.
There is an increase in the working capital cycle due to export contracts being negotiated on a destination duty paid basis, impacting cash flow.
The company faces challenges in the EV market with rapid technology changes and shorter product life cycles, requiring quick adaptation.
Despite strong export growth, the company is still working to achieve desired capacity utilization levels in its EV plant.
The market remains unpredictable, with potential impacts from global trade tensions and tariff actions, particularly from the United States.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DIVG.NS - Divgi TorqTransfer Systems Ltd
Q2 2026 Divgi TorqTransfer Systems Ltd Earnings Call
Nov 13, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Divy Talk Transfer System Limited Q2 FY26 earning conference call hosted by Equiri Securities.

As a reminder, all participants' clients will be in the listenonly mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mihir Bora from Equiri Securities.

Thank you and over to you, Mr. Mihir.

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Unidentified_2

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