Indonesian orders are short-term contracts
The 70,000-unit orders from Mahindra and Tata are short-term contracts concluding by FY27, with no guaranteed renewal, posing volume sustainability risk.
DIVGITORQTRANSFERSYSTEMS / Q3-FY26 / risks
Keep the risk register visible.
Divgi TorqTransfer Systems · Material risks, their source context, and severity in the latest available quarter.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Risk intelligence
Material risks this quarter
medium
EV transmission ramp-up slower than expected
EV transmission capacity utilization remains at 25-30% due to subdued EV market and range anxiety; new product SOP delayed to April 2026.
Price pressure from global competition
Management acknowledged that winning large-scale business may require accepting lower margins due to competitive pricing pressures from Chinese and other suppliers.
US tariff and trade policy uncertainty
While current tariffs favor India vs China, any change in US trade policy could impact export competitiveness and the planned US manufacturing footprint.