Divgi TorqTransfer Systems Limited (NSE: DIVGIITTS, BSE: 543812) shares closed 14.01% higher at ₹750.00 on Friday. The sharp intraday move followed the company’s announcement of robust financial results for the quarter ended December 31, 2025, driven by significant growth in export volumes and new domestic order wins.
Market Capitalization
As of the market close on February 13, 2026, the company’s market capitalization stands at approximately ₹2,299 Cr.
Latest Quarterly Results
For the third quarter of fiscal year 2026, Divgi TorqTransfer reported consolidated revenue from operations of ₹90.62 Cr, marking a 73% increase compared to ₹52.5 Cr in the corresponding quarter of the previous year. Net profit for the period surged 127% to ₹11.77 Cr, up from ₹5.2 Cr in Q3 FY25.
Segment Highlights:
- Transfer Case: This segment recorded sustained volume growth, supported by exclusive order wins from key OEMs, including Mahindra & Mahindra and Tata Motors.
- Components: The components business registered the fastest growth, expanding by approximately 117% in the nine-month period, largely driven by export demand.
- EV Systems: The Electric Vehicle transmission segment remained subdued but is expected to see volume improvement in the second half of the fiscal year.
Full Year Results Context
For the nine months ended December 31, 2025 (9M FY26), the company achieved cumulative revenue of ₹245.27 Cr, a growth of 52.6% over the previous year. Net profit for the nine-month period stood at ₹31.45 Cr, reflecting a 65.2% year-over-year increase. Directional trends indicate an expansion in both top-line revenue and profitability margins.
Financial Trends
Business & Operations Update
The company announced the receipt of an exclusive order from Mahindra & Mahindra for the supply of transfer cases for the Scorpio Pik-Up application in Indonesia. Additionally, it secured a similar mandate from Tata Motors for the Yodha Pik-Up. Management confirmed that exports now contribute approximately 17% to total revenue, with shipments expanding to new geographies including Portugal.
M&A or Strategic Moves
No new mergers or acquisitions were reported. The company continues to focus on organic growth through strategic partnerships with global OEMs and capacity utilization of its existing manufacturing facilities.
Equity Analyst Commentary
Following the results, domestic brokerage firms have noted the company’s improved execution capabilities. MarketsMOJO upgraded its technical grading for the stock to “Hold” from “Sell,” citing the positive financial trend score. Analysts highlighted the strong export order book as a key differentiator for the company within the auto ancillary sector.
Guidance & Outlook
Investors are watching for the ramp-up in production for the newly secured export orders scheduled to commence in calendar year 2026. Market participants are also monitoring the trajectory of the EV transmission business, which management anticipates will recover in upcoming quarters.
Performance Summary
Divgi TorqTransfer Systems shares rallied 14.01% to close at ₹750.00. The company delivered a 73% year-over-year revenue growth and a 127% rise in net profit for Q3 FY26. Strong traction in the transfer case and export component segments underpinned the financial performance.