Divgi Torqtransfer Systems · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
9
Answered directly
78%
Numeric claims
0
Consistency
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Question ledger
Karan Gupta · ACM IIL
directFrom this year we have accomplished about 50,000-52,000 transfer cases, up from low 30s in FY25, about 70-80% increase. EV volumes more modest due to delayed product launch. Expect doubling of EV volumes by July.
Karan Gupta · ACM IIL
directWe still around 25% capacity utilization. 25 to 30. So as you can see when the utilization improves given the current financials you can expect certainly much better financial efficiency.
Karan Gupta · ACM IIL
partialThere are at least three projects we are working on. If our program management is successful, we could see the first revenue trickle happening maybe middle to second half of next year calendar and the big volume coming a year after that.
Nirva · Equirius Securities
directIt is on track for FY27.
Nirva · Equirius Securities
directWe are quite conscious of this phenomenon. There are three or four developments powering the underlying foundation: new 4WD contract on Tata Sierra, uplift from US Ford application, Mahindra global pickup truck, EV business with four designs, three-wheeler prototypes, and a manual transmission opportunity.
Nirva · Equirius Securities
partialThe US presence is like the beach head. Two experienced people will go on the ground by July-August. The 3 crore is just initial setting up of offices, infrastructure, maybe a small warehouse. In the first year we will participate in expos and deepen engagement.
Nirva · Equirius Securities
directRight now our preference is to grow organically. Culturally, small medium-sized Indian companies can underestimate the energy needed for cultural adaptation. We don't want to fritter our energy into those sorts of things.
J Praash · Common Capital
directThere was a certain amount of media narrative that was being pushed, a little frivolous. Our companies bid fair and square and beat them comprehensively. The Indonesian government wanted this executed before March 31, 2027. The order has been split equally between the two Indian companies.
Amit Damea · Centrum Broking
partialWe are currently on Thiago, Tigor, and lower trim of Punch. The higher trim and other models had a new transmission design that took longer in validation testing. We have successfully finished all testing. In FY27 we will see volumes from these applications.
Kashish Sha · Sushi Finance
partialThe cornerstone of this strategy is really the automatic transmission. But we don't want to deflect attention on other segments. For example, a global 4WD business at 200,000 units would represent an opportunity of almost 800 crores. We have called out a potential of around 300 crores on the 4WD.
