Q4 2026 Divgi TorqTransfer Systems Ltd Earnings Call Transcript
Key Points
- Divgi TorqTransfer Systems Ltd (BOM:543812) is expanding its transfer case business into international markets, particularly with Japanese, Korean, and American OEMs, which is expected to drive medium-term and long-term growth.
- The company has secured significant new opportunities in the US aftermarket, which will strengthen revenue streams.
- Divgi TorqTransfer Systems Ltd (BOM:543812) has been awarded further contracts to widen its product portfolio, including long-range versions of the Punch and Curve, and four-wheel drive options on the Harrier and Safari at Tata.
- The company has achieved significant export growth, with production approval for almost eight components totaling up to a million units a year, expected to generate a revenue realization of almost 90 crores.
- Divgi TorqTransfer Systems Ltd (BOM:543812) has won prestigious awards from major OEMs like Toyota and Mahindra, reaffirming the quality of its products and strengthening its brand reputation.
- The company faced a decline in volume uptake in both EV transmission and transfer case segments, impacting overall revenue and resulting in lower operating profitability.
- The EV transmission segment has been disappointing relative to original business plans, with a temporary slowdown in business.
- Operating profitability was further affected by lower fixed cost absorption and higher expenditure related to tooling.
- Total income for the first nine months of FY25 declined by 13% year-on-year due to lower sales volumes.
- Profit after tax for the first nine months of FY25 marked a 38% year-on-year decline, affected by overall lower operating profitability.
Ladies and gentlemen, good day and welcome to the Q3 FY25 earnings conference call of Divgi Talk Transfer Systems hosted by Equirius Securities Pvt. Ltd.
(Operator Instructions)
Please note that this conference is being recorded.
I now hand the conference over to Mr. Mihir Vora from Equirius Securities.
Thank you, and over to you, sir.
Thank you, Alex. Good morning, everyone. So on behalf of Equirius Securities, I welcome you all to the Q3 FY25 post-results call of Devvi Talk Transfer Systems.
From the management side, we have Mr. Jitendra Devvi, Managing Director, Mr. Hidendra Devvi, Hold-time Director. Mr. Sudhir Mirajkal, CFO, and Deepak Vani, CEO. Without further ado, I now hand over the floor to Jitendra, sir, for opening comments. Over to you, sir.
Yeah. Thank you, Mihir. And a warm welcome to all our participants, participating investors and other people, analysts who have joined
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