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Latest filing: 2026-09-03 14:33
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Divgi TorqTransfer Sets Sep 10, 2026 as Record Date for ₹3.27/Share Final Dividend
Divgi Torqtransfer Systems Limited has fixed Thursday, September 10, 2026, as the record date for determining shareholder entitlement to a final dividend of ₹3.27 per equity share for FY 2025-26. The Annual General Meeting (AGM) is scheduled to take place on Friday, September 18, 2026. Against the current share price of ₹1,255.60, the dividend represents a yield of approximately 0.26% and a payout ratio of ~21.3% on FY26 EPS of ₹15.35.
Confidence: HIGH
What changedThe company formalized September 10, 2026, as the record date for eligibility to receive the ₹3.27 per share final dividend.
Why it mattersConfirms the timeline for cash distribution to shareholders following FY26 earnings, representing a standard annual payout.
Dividend per share: ₹3.27Record Date: 10-Sep-2026AGM Date: 18-Sep-2026Dividend yield at current price: ~0.26%
📅 Short termThe stock will trade ex-dividend around the record date of September 10, 2026, with minimal price adjustment given the modest yield.
📈 Long termLimited; this is a routine annual dividend distribution in line with regular capital allocation.
Key Highlights
Final dividend declared at ₹3.27 per equity share for FY 2025-26
Record date fixed as Thursday, September 10, 2026
Annual General Meeting (AGM) scheduled for Friday, September 18, 2026
👀 What to Watch
Investors seeking dividend eligibility must hold shares prior to the ex-dividend date preceding September 10, 2026, and track shareholder approval at the AGM on September 18, 2026.
Divgi TorqTransfer Q1 FY27 Call: Record Rs 142 Cr Revenue Up 85% YoY, EBITDA Margin at ~30%
Divgi Torqtransfer Systems reported its highest-ever quarterly revenue of ~Rs 142 crore in Q1 FY27, up 85% YoY and 25% QoQ. Operating profitability expanded sharply with EBITDA reaching ~Rs 42 crore (nearly 30% margin) and PAT at ~Rs 25 crore. Management highlighted strong operating leverage driven by scale, product mix, and the Indonesia transfer case export program. The company also announced 'Project Mayflower', establishing a wholly-owned US subsidiary in Greenville, South Carolina, to pursue local manufacturing and sourcing RFQs.
Confidence: HIGH
What changedDisclosed the Q1 FY27 conference call transcript detailing record quarterly revenue performance and the setup of a US subsidiary for future manufacturing.
Why it mattersDemonstrates operating leverage with EBITDA margins reaching ~30% as scale expands, while internationalization initiatives (Indonesia and US) diversify revenue beyond domestic passenger vehicles.
Q1 FY27 Revenue: approx Rs. 142 croresYoY Revenue Growth: 85%Q1 FY27 EBITDA: approx Rs. 42 croresEBITDA Margin: nearly 30%Q1 FY27 PAT: approx Rs. 25 croresQ1 Revenue vs TTM Revenue: ~33.9%
📅 Short termStrong order intake and execution in export programs are likely to maintain healthy revenue and capacity utilization in the coming quarters.
📈 Long termExpansion into light commercial/pickup platforms globally and localization of EV transmissions provide structural medium-to-long-term growth drivers.
⚠ Risk flags
- Program concentration risk with key anchor OEMs (Mahindra, Tata)
- Execution and capital allocation risks associated with the US manufacturing push (Project Mayflower)
- Supply chain and maritime freight route volatility impacting export logistics
Key Highlights
Delivered record Q1 FY27 total revenue of ~Rs 142 crore, up 85% YoY and 25% QoQ
EBITDA reached ~Rs 42 crore with EBITDA margin expanding to nearly 30%
PAT reported at ~Rs 25 crore, with ROIC (excluding cash) reaching almost 32%
Project Mayflower launched to establish a wholly-owned subsidiary and eventual manufacturing footprint in Greenville, South Carolina (US)
More than 50% of the Indonesia program business expected to become recurring, with new global platform starts scheduled for FY28
👀 What to Watch
Track execution momentum on export delivery schedules and customer validation timelines for the Sigma EV transmission program over FY27.
Rs 141.8 Cr Revenue: Divgi Torqtransfer Reports 85% YoY Growth in Q1 FY27
Divgi Torqtransfer delivered a record-breaking Q1 FY27 with total income reaching Rs 141.8 Cr, an 85% increase YoY. Profitability saw a significant jump, with PAT rising 183% YoY to Rs 25.2 Cr, supported by a margin expansion to 17.8% from 11.6% YoY. Growth was primarily driven by the Transfer Case segment (Rs 76 Cr) and the ramp-up of the Indonesia 4x4 program. The company also established a US subsidiary in South Carolina to deepen engagement with North American Tier 1 manufacturers.
Confidence: HIGH
What changedThe company transitioned from a capacity-building phase to a high-growth execution phase, achieving its highest-ever quarterly revenue and profit.
Why it mattersThe sharp margin expansion to 29.4% demonstrates strong operating leverage as volumes scale, while the Indonesia program success validates the company's ability to execute large international contracts.
Q1 FY27 Total Income: Rs 141.8 CrYoY Revenue Growth: 85%EBITDA Margin: 29.4%Q1 Revenue vs TTM Revenue: 40.05%Export Revenue: Rs 23.0 Cr
📅 Short termThe record quarterly performance and significant margin beat are likely to be viewed positively by the market in the coming weeks.
📈 Long termStructural growth is supported by the expansion into the US market and the diversification into EV transmissions and automatic transmissions, reducing reliance on domestic SUV cycles.
⚠ Risk flags
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- EV segment revenue declined 20% YoY due to inventory delays
- High customer concentration with Mahindra as the anchor client
- Suez Canal volatility impacting export logistics costs
Key Highlights
Total income reached a record Rs 141.8 Cr, representing approximately 40% of the total FY26 TTM revenue
EBITDA margins expanded significantly to 29.4% from 24.9% in Q1 FY26, driven by operating leverage
Transfer Case segment revenue grew 93% YoY to Rs 76.0 Cr, supported by the Indonesia 4x4 program
Export revenue contributed Rs 23.0 Cr in Q1, with a specific FY27 target of ~Rs 80 Cr for component exports
PAT increased by 183% YoY to Rs 25.2 Cr, surpassing the previous quarter's Rs 15.5 Cr
👀 What to Watch
Watch for the commercial launch of the 'Sigma' EV program in Q2 FY27 and the progress of the US subsidiary in converting RFQs into firm orders to sustain export momentum.
Divgi Torqtransfer Q1 PAT Jumps 183% YoY to ₹25.24 Cr; Revenue Up 91%
Divgi Torqtransfer reported a robust Q1 FY27 with revenue from operations growing 91.3% YoY to ₹137.14 cr, significantly outpacing its historical TTM run rate. Net profit surged 182.6% YoY to ₹25.24 cr, driven by improved capacity utilization and export momentum. The company confirmed a final dividend of ₹3.27 per share with a record date of September 10, 2026. Additionally, the board approved the appointment of M/s. Kirtane & Pandit LLP as new statutory auditors for a five-year term.
Confidence: HIGH
What changedThe company has transitioned to a significantly higher revenue base in Q1 FY27 compared to previous quarters and initiated a change in statutory auditors.
Why it mattersThe sharp growth in revenue and margins validates the company's strategy to double export revenue and suggests strong off-take from anchor customers like Mahindra and new Japanese OEM contracts.
Q1 Revenue vs TTM Revenue: 38.7%Net Profit (Q1 FY27): ₹25.24 crYoY Revenue Growth: 91.3%Final Dividend: ₹3.27 per shareUnutilized IPO Funds: ₹59.18 cr
📅 Short termThe stock is likely to react positively to the substantial earnings beat and the confirmation of the dividend record date.
📈 Long termThe company is successfully scaling its drivetrain business; the incorporation of a foreign entity suggests an aggressive push into international markets.
⚠ Risk flags
- High client concentration (Mahindra)
- Suez Canal logistics volatility affecting exports
- Change in statutory auditors
Key Highlights
Revenue from operations grew 91.3% YoY to ₹137.14 cr, representing 38.7% of the entire FY26 TTM revenue in a single quarter
Net Profit increased 182.6% YoY to ₹25.24 cr compared to ₹8.93 cr in the same quarter last year
Final dividend of ₹3.27 per share confirmed for FY25-26 with record date fixed for September 10, 2026
Unutilized IPO proceeds stand at ₹59.18 cr as of June 30, 2026, primarily earmarked for machinery and equipment
Incorporated a new foreign entity, Divgi Transmission Technologies and Systems Ltd, on June 4, 2026
👀 What to Watch
Investors should monitor the consolidation of the new foreign subsidiary and the execution timeline for the remaining ₹59.18 cr IPO-funded capacity expansion.
Divgi Torqtransfer Incorporates Wholly-Owned Subsidiary in USA for Global Expansion
Divgi Torqtransfer Systems has officially incorporated a wholly-owned subsidiary in Delaware, USA, named Divgi Transmission Technologies and Systems Inc. The new entity, incorporated on June 04, 2026, will focus on advanced business development, sales, marketing, and distribution within the automotive industry. This move follows the board's approval on May 25, 2026, and represents a 100% ownership stake by the parent company. The expansion is aimed at strengthening the company's presence in the North American market and facilitating direct engagement with international OEMs.
Key Highlights
Incorporated 100% wholly-owned subsidiary in Delaware, USA, on June 04, 2026
New entity named Divgi Transmission Technologies and Systems Inc. for sales and marketing
Move follows strategic board approval granted on May 25, 2026
Investment structured as cash consideration for subscription to paid-up share capital
👀 What to Watch
Investors should view this as a positive step toward global revenue diversification and monitor for new order wins from the North American region. The establishment of a US base could lead to improved client relationships and long-term growth in the export segment.
Divgi TTS Secures 5-Year Order for 6,000 Annual AWD Units from Leading Indian OEM
Divgi Torqtransfer Systems has secured a strategic five-year contract from a major Indian OEM to supply All-Wheel Drive (AWD) components for mid-sized and full-sized SUVs. The order includes the supply of approximately 6,000 units annually of ITM Assemblies, ECUs, and PTU Assemblies. Production is scheduled to commence in Q1 FY28, marking the OEM's first FWD-based AWD development for internal combustion engines. This win leverages Divgi's proprietary NexTrac platform and strengthens its long-term revenue visibility.
Key Highlights
Secured a 5-year strategic order for AWD systems from a leading existing Indian OEM customer.
Annual supply volume estimated at approximately 6,000 units of ITM, ECU, and PTU assemblies.
Start of Production (SOP) is expected from Q1 FY28 for mid-sized and full-sized SUV models.
The project utilizes Divgi's proprietary NexTrac platform for advanced software-controlled torque management.
Marks the OEM's first FWD-based AWD variant development for its internal combustion powertrain models.
👀 What to Watch
Investors should view this as a positive development for long-term revenue visibility and monitor the company's ability to scale its proprietary technology ahead of the FY28 production start.
Divgi TorqTransfer FY26 Revenue Jumps 56% to ₹375 Cr; PAT Surges 90% to ₹47 Cr
Divgi TorqTransfer reported a strong recovery in FY26, with total revenue crossing ₹375 crores, a 56% YoY increase, and PAT growing 90% to ₹47 crores. The company maintained healthy EBITDA margins of 25% while achieving its highest-ever quarterly revenue run rate of ₹110 crores in Q4. Growth was driven by a sharp recovery in the Transfer Case segment and a doubling of the Components business, with exports now contributing 18% of total revenue compared to 6% previously.
Key Highlights
Annual revenue reached a record ₹375 crores with a robust 56% year-on-year growth.
Export revenue contribution increased significantly from 6% to 18% in FY26.
Secured a major global nomination from a Japanese OEM for a pickup platform starting FY28-29.
New component programs expected to contribute ₹100 crores in annual revenue with 1 million+ units.
Maintained a debt-free balance sheet while expanding into the US market via a new subsidiary.
👀 What to Watch
Investors should consider the strong recovery and export momentum as a sign of successful diversification; monitor the execution of the new Japanese OEM contract and the scaling of the EV transmission segment.
Divgi Torqtransfer FY26 Profit Doubles to ₹469M; Recommends ₹3.27 Dividend & US Expansion
Divgi Torqtransfer reported a robust financial performance for FY26, with annual revenue growing 61% to ₹3,528.88 million and net profit nearly doubling to ₹469.26 million. The Board recommended a final dividend of ₹3.27 per share, an increase from ₹2.60 in the previous year. Additionally, the company is expanding its global footprint by incorporating a wholly-owned subsidiary in the USA with an initial investment of ₹3 crores to drive international sales and marketing. The company's Q4 performance was particularly strong, with net profit tripling year-on-year to ₹154.81 million.
Key Highlights
FY26 Net Profit surged 92% YoY to ₹469.26 million from ₹243.92 million in FY25
Annual Revenue from operations grew by 61% to ₹3,528.88 million
Recommended a final dividend of ₹3.27 per equity share of ₹5 face value
Approved incorporation of a US-based subsidiary with an investment up to ₹3 crores for business development
Q4 FY26 revenue stood at ₹1,076.22 million, an 85% increase over Q4 FY25
👀 What to Watch
Investors should consider the strong top and bottom-line growth along with international expansion as positive long-term indicators. Monitor the execution of the US market entry and the utilization of the remaining ₹727 million in IPO proceeds.
Divgi Torqtransfer FY26 Net Profit Surges 92% to ₹46.9 Cr; Declares ₹3.27 Dividend
Divgi Torqtransfer reported a robust performance for FY26, with annual revenue growing 61% YoY to ₹3,528.88 million. Net profit for the full year nearly doubled, reaching ₹469.26 million compared to ₹243.92 million in the previous year. The company also announced a final dividend of ₹3.27 per share and plans to expand its global footprint by incorporating a wholly-owned subsidiary in the USA with an initial investment of ₹3 crores. Additionally, the company still holds ₹727.42 million in unutilized IPO proceeds for future capital expenditure.
Key Highlights
Annual Revenue from operations increased by 61.2% YoY to ₹3,528.88 million in FY26.
Net Profit for FY26 grew by 92.4% to ₹469.26 million from ₹243.92 million in FY25.
Board recommended a final dividend of ₹3.27 per equity share of face value ₹5.
Approved incorporation of a US-based subsidiary for business development and marketing with ₹3 crore investment.
Q4 FY26 revenue stood at ₹1,076.22 million, an 84.8% increase over Q4 FY25.
👀 What to Watch
The company shows strong growth momentum and healthy margins in the auto component space. Investors should monitor the progress of the US expansion and the utilization of the remaining ₹72.7 crore IPO proceeds for future capacity building.
Divgi TorqTransfer Reports Record Q3 FY26 Income; Secures 70,000 Unit Export Order
Divgi TorqTransfer Systems achieved its highest-ever quarterly total income in Q3 FY26, with revenue run rates now approaching the INR 90-100 crore range. The company secured major export orders from Mahindra & Mahindra and Tata Motors for 35,000 units each for the Indonesian market, providing strong volume visibility for FY27. Performance for the first nine months of FY26 has already surpassed the full-year income levels of both FY24 and FY25. Management is also evaluating a manufacturing footprint in the United States to deepen its global presence.
Key Highlights
Achieved highest ever quarterly total income in Q3 FY26, surpassing the previous record set in Q2 FY26.
Secured exclusive supply orders for 70,000 pickup truck units (35k each for M&M and Tata) for the Indonesian market.
9M FY26 income levels have already exceeded the total annual income of both FY24 and FY25.
Quarterly revenue run rate is nearing the INR 90-100 crore range, signaling a new growth phase.
Successful proof of concept for a Japanese OEM platform with Start of Production (SOP) expected in H1 FY28.
👀 What to Watch
The company is demonstrating strong execution and recovery with record-breaking financials and significant new export contracts. Investors should maintain a positive outlook given the clear medium-term volume visibility and strategic expansion into Japanese and US markets.
Divgi Torqtransfer Q3 PAT Surges 125% YoY; Secures Major Orders from M&M and Tata Motors
Divgi Torqtransfer reported its highest-ever quarterly revenue of ₹96.3 crore in Q3FY26, marking a 68% YoY growth. Net profit for the quarter skyrocketed by 125% YoY to ₹11.8 crore, driven by strong momentum in the transfer case and components segments. The company secured significant export-linked orders from Mahindra & Mahindra and Tata Motors for the Indonesian market, totaling approximately 70,000 units with production starting in CY26. Additionally, the export business showed robust growth, contributing 17% to the 9MFY26 revenue mix.
Key Highlights
9MFY26 Total Income rose 48% YoY to ₹261.4 crore, already surpassing full-year FY24 and FY25 levels.
Q3FY26 PAT grew 125% YoY to ₹11.8 crore with a healthy EBITDA margin of 24.3%.
Secured exclusive transfer case orders for ~70,000 units from M&M and Tata Motors for the Indonesian market starting CY26.
Component business revenue surged 124% YoY in Q3FY26, driven by strong global demand.
Export revenue run-rate reached ~₹19 crore per quarter, nearing the medium-term target of 20-25% revenue share.
👀 What to Watch
The company is entering a high-growth phase with record revenues and significant new order wins from top-tier OEMs. Investors should monitor the execution of the Indonesian export program and the progress of automatic transmission localization as key future catalysts.
Divgi Torqtransfer Extends Timeline for ₹80.11 Cr Unutilized IPO Capex Funds to FY27
Divgi Torqtransfer Systems has announced an extension for utilizing ₹80.114 crores of its IPO proceeds originally intended for capital expenditure. Out of the ₹150.707 crores earmarked for machinery and equipment, the company has utilized ₹70.593 crores as of December 31, 2025. The remaining funds are now scheduled to be deployed during FY 2026-2027 instead of the original timeline. The delay is attributed to long lead times for complex machinery and macroeconomic uncertainties affecting negotiation cycles.
Key Highlights
₹80.114 crores of IPO proceeds remain unutilized out of the ₹150.707 crores allocated for Capex.
The company has utilized ₹70.593 crores (approx 47%) for manufacturing equipment as of December 31, 2025.
The timeline for full deployment of the remaining funds has been extended to FY 2026-2027.
Delays are attributed to longer supplier lead times for complex machinery and extended negotiation cycles.
Unutilized funds are currently parked in permitted interest-bearing instruments until deployment.
👀 What to Watch
Investors should monitor if the delay in machinery installation impacts the company's production capacity and revenue growth targets for the next two fiscal years. The extension suggests a slower-than-anticipated ramp-up in manufacturing capabilities.
Divgi Torqtransfer Q3 FY26 PAT Jumps 125% YoY to ₹117.7 Million; Revenue Up 73%
Divgi Torqtransfer Systems reported a robust performance for the quarter ended December 31, 2025, with revenue from operations growing 72.6% YoY to ₹906.21 million. Net profit surged by 124.8% YoY to ₹117.67 million, reflecting strong operational scaling. On a sequential basis, the company maintained steady growth with revenue and profit increasing by approximately 9.2% and 9.5% respectively. The company continues to hold ₹802.35 million in unutilized IPO proceeds, primarily earmarked for future capital expenditure in manufacturing equipment.
Key Highlights
Revenue from operations grew 72.6% YoY to ₹906.21 million compared to ₹525.10 million in Q3 FY25.
Net profit for the quarter stood at ₹117.67 million, a significant increase from ₹52.35 million in the same period last year.
9M FY26 revenue reached ₹2,452.66 million, already exceeding the full-year FY25 revenue of ₹2,189.17 million.
Earnings Per Share (EPS) for the quarter rose to ₹3.85 from ₹1.71 in the year-ago period.
The company has utilized ₹894.27 million of its IPO proceeds, with ₹801.14 million still available for planned machinery and equipment purchases.
👀 What to Watch
The company is demonstrating strong growth momentum with 9M performance already surpassing previous full-year figures. Investors should monitor the timely deployment of remaining IPO funds into capex as a catalyst for further capacity expansion.
Divgi TorqTransfer Secures Exclusive Order for 35,000 Transfer Case Units from M&M
Divgi TorqTransfer Systems has secured an exclusive order from Mahindra & Mahindra (M&M) to supply 4x4 transfer case systems for the Scorpio Pik-Up export program to Indonesia. The order involves approximately 35,000 units with production and deliveries scheduled to begin in CY 2026. As the sole supplier for this platform, the company will utilize its existing manufacturing capacity, requiring no major incremental capital expenditure. This development reinforces Divgi's leadership in the drivetrain segment and its strategic partnership with a key domestic OEM for global markets.
Key Highlights
Exclusive order for 35,000 units of 4x4 transfer case systems from Mahindra & Mahindra.
Order supports M&M's Scorpio Pik-Up export program to Indonesia starting in CY 2026.
Divgi TorqTransfer will act as the sole supplier for this specific vehicle platform.
Incremental volumes will be serviced through existing facilities with no major incremental Capex.
Reinforces position as the only domestic player and a global leader in the transfer case segment.
👀 What to Watch
Investors should view this as a positive development for long-term revenue visibility and margin stability due to the lack of required Capex. Monitor the execution timeline in CY 2026 and potential for further export-led orders from M&M's global platforms.
