Divgi Torqtransfer Systems Ltd. · NSE:DIVGIITTS
Divgi Torqtransfer Systems — Shareholder Meeting (September 2025)
27 slides from Divgi Torqtransfer Systems's shareholder meeting presentation, September 2025
Slide 1: AGM Presentation September 2025
AGM Presentation September 2025 Divgi TorqTransfer Systems Limited – Managing Director’s address to the shareholders
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Divgi TorqTransfer Systems Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe fo
Slide 3: Opening Remarks by Managing Director
Opening Remarks by Managing Director
Slide 4: Over The Years
Over The Years One of the most technologically advanced drivetrain solution providers the world over Developed driveline solutions for all three powertrain technologies, mainly ICE, Hybrid and Electric Specialised in a niche, market leader in India, leveraging local competitive operations for export
Slide 5: The Big Picture
The Big Picture Global mindset & versatility in strategy, product development and execution India Auto Sector Shining India continues to be amongst the top 5 biggest and fastest going Automotive market in the world Focused strategy towards EV leadership Holistic framework by Government, investment p
Slide 6: FY25 Core & Other Business Updates
FY25 Core & Other Business Updates
Slide 7: Key Business Updates – FY25
Key Business Updates – FY25 Awards & Accolades Core Business Updates Future Growth Areas Transfer Case / Manual Transmission: • Won Proprietary Powertrain Supplier of the • In continuous discussion with major Japanese & Korean Dedicated Hybrid Transmission: year award from Mahindra & Mahindra OEMs f
Slide 8: Transfer Case Business Update
Transfer Case Business Update Revenue (Rs. In Crores) Update on Year Gone by -29% 155.1 110.5 29.4 28.2 29.0 23.9 FY24 Q1 Q2 Q3 Q4 FY25 • Lower volume offtake from one of the major OEM, due to the launch of low-cost variant without 4WD Going Ahead • Despite lower volume offtake during the year, saw
Slide 9: E-Gear Drive Business Update
E-Gear Drive Business Update Revenue (Rs. In Crores) Update on Year Gone by +6% 24.3 25.8 7.8 7.5 6.0 4.4 • EV segment has faced pressure from macro headwinds as well as FY24 Q1 Q2 Q3 Q4 FY25 challenges related to infrastructure limitations & persistent range anxiety among consumers Going Ahead • Du
Slide 10: Components Business Update
Components Business Update Revenue (Rs. In Crores) Update on Year Gone by +41% 35.5 50.2 13.8 13.8 10.9 11.6 Year Export (%) Domestic (%) FY23 5.1 94.9 FY24 Q1 Q2 Q3 Q4 FY25 FY24 1.4 98.6 FY25 6.1 93.9 Going Ahead • Received final production approval on all export parts with additional annual revenu
Slide 11: Market Evolution and DTTS Strategy
Market Evolution and DTTS Strategy Automobile Industry Automobile Players DTTS Strategic Response & Intent • Dynamic market scenario • Global mindset & versatility in execution • OEMs continuously working and adopting (India, Japan, Korea, China, Thailand, Europe, innovative technologies US & Mexico
Slide 12: Technology Led Developments
Technology Led Developments
Slide 13: Dedicated Hybrid Transmission (DHT) - Simulation Results
Dedicated Hybrid Transmission (DHT) - Simulation Results Simulation Results Proposed Improvement in Engine Project Thermal Efficiency India OEM 1.2L Gasoline Engine Simulation using 1-speed DHT Customer Prominent Indian Automotive Player Basis Range (kmpl) Manual DHT ICE Transmission ICE (~38.1% the
Slide 14: Progress on Advanced Transmission Systems
Progress on Advanced Transmission Systems Drives technology-led innovation through indigenous, commercially viable solutions to lead India’s advanced transmission systems and expand globally Indigenous Transfer Case: Developed and delivered 1,500 high-speed armoured vehicle transfer cases (earlier i
Slide 15: R&D Status
R&D Status 20 Projects are under R&D Phase Manual 4WD: DCT / DHT: EVT: Transmission: 11 Programs 2 Programs 4 Programs 3 programs Divgi-TTS is evolving from supplier to technology-driven partner, demonstrating unmatched development speed, localisation capability, and innovation readiness to capture
Slide 16: Value Enhancement Initiatives
Value Enhancement Initiatives
Slide 17: Value Enhancement Initiatives
Value Enhancement Initiatives Leveraging strengths for Sustainable success Brand Market Strategy Customer-centric Product Differentiation Leadership Partnerships Approach Innovation • Uniquely positioned • Sole exporter of • Collaborates with • Competitive pricing and • Introduced India’s first tran
Slide 18: Value Enhancement Initiatives
Value Enhancement Initiatives Leveraging strengths for Sustainable success Strategic Future-ready Premium Innovation Driven Integrated Presence R&D Manufacturing Growth Operations • Plants are located close • Built the foundation for • Supporting variable • Advanced engineering • Has robust systems
Slide 19: Value Enhancement Initiatives
Value Enhancement Initiatives Leveraging strengths for Sustainable success Trusted Experienced Financial Relationships Leadership Strength • Long-standing ties to • Experienced Board and • Has Rs. 284.83 crore in OEMs like Tata, M&M, competent cash with no debt and global players like management tea
Slide 20: Thank You
PRODUCT LEADERSHIP LIKE NO OTHER Thank You
Slide 21: Annexures
1D J = ia Annexures
Slide 22: Total Turnover
Growing Sustainably over the years COVID Global Financial Acquired BorgWarner majority shareholding in the JV Russia - Ukraine war Crisis Uncertain geopolitics with China -7% 279 (Rs. In Crores) Total Turnover 273 +19% 242 240 +18% 196 195 +7% 164 171 +17% 136 139 -15% 119 123 99 101 108 93 66 68 FY
Slide 23: EV-isation of the World
EV-isation of the World Leveraging first-mover advantage in EV drivetrain solutions, creating market-ready products across segments to capture India’s fast-growing EV opportunity Sectoral Opportunity: • EV transition marks the biggest disruption in over a century in the global auto industry • India’
Slide 24: EV-isation of the World
EV-isation of the World Leveraging first-mover advantage in EV drivetrain solutions, creating market-ready products across segments to capture India’s fast-growing EV opportunity Global Enagements: • In talks with a major Japanese group (USD 30 billion) to manufacture geared EV parts in India • Shor
Slide 25: Charter of Excellence
Charter of Excellence 6-Point Charter of Excellence One, we continued to champion a spirit of technology-led innovation Two, we deepened our product and application diversity Three, we widened our customer and geographic diversity Four, we continued to emphasise a spirit of manufacturing excellence
Slide 26: The Next Orbit
The Next Orbit Entering ‘next orbit’, leveraging defence, EV and global opportunities to scale capacity, profitability, and stakeholder value Sectoral Tailwinds: • India’s growing defence budget and rising mobility needs are creating higher demand for defence vehicles • Make in India initiatives are
Slide 27: The Next Orbit
The Next Orbit Entering ‘next orbit’, leveraging defence, EV and global opportunities to scale capacity, profitability, and stakeholder value Strategic Global Expansion: • Time to establish a manufacturing presence in the USA, addressing the world’s largest automotive free market • Marks a seminal m
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