Divgi TorqTransfer Systems Ltd (BOM:543812)

Q3 2026 Divgi TorqTransfer Systems Ltd Earnings Call Transcript

Feb 13, 2026 / 06:30AM GMT

Release Date Price: ₹745.55 (+14.30%)

Transcript

Key Points

Positve

Divgi TorqTransfer Systems Ltd (BOM:543812) received significant order confirmations from Mahindra and Mahindra and Tata Motors for their pickup vehicle programs in Indonesia, marking a strategic milestone.
The company achieved its highest ever quarterly total income in Q3 FY26, surpassing previous records.
The component business showed impressive growth, with export revenues reaching a quarterly run rate of approximately INR19 crores.
The company is exploring the feasibility of establishing a manufacturing footprint in the United States to enhance global presence.
Divgi TorqTransfer Systems Ltd (BOM:543812) maintains a strong EBITDA margin of over 20%, demonstrating financial discipline and operational efficiency.

Negative

The EV transmission segment's performance remains below initial expectations due to flat market volumes and range anxiety affecting customer adoption.
The company faces challenges in scaling up the transfer case business globally due to high entry barriers and competition.
Capacity utilization in the EV segment is low, with current utilization at around 25% to 30%.
There are concerns about potential price pressures and competitive responses as the company seeks to expand its market share.
The automatic transmission segment, while promising, requires significant localization efforts and securing a large commercial order to realize its potential.

Operator

Ladies and gentlemen, good day and welcome to the Divgi TorqTransfer Systems Ltd Q3 and 9 months FY 2026 earnings conference call hosted by Centrum Broking Ltd. (Operator Instructions)

I now hand the conference over to Mr. Amit Dhameja from Centrum Broking Ltd. Thank you. And over to you.

Amit Dhameja

Centrum Broking Limited - Equity Research Associate

Thank you Riduja. Good afternoon, everyone. On behalf of Centrum Broking Ltd. I welcome you all to Q3FY26 post results call of Divgi TorqTransfer Systems Ltd. From the management side we have Mr. Jitendra Divgi, Managing Director; Mr. Hirendra Divgi, Whole Time Director; Mr. Sudhir Mirjankar, CFO; Mr. Satvinder Singh Sabharwal, Chief Growth Officer and Mr. Dipak Vani, COO.

I will now hand over the call to Jitendra sir for his opening remarks. Over to you sir.

Jitendra Divgi

Divgi TorqTransfer Systems Ltd - Managing Director, Executive Director

Yes, this is Jitendra Divgi here and a very warm welcome to all members of our investor community.

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