Divgi TorqTransfer Systems

Robust International Orders Will Counter Tariff And EV Transition Risks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Jan 25

Updated

03 Dec 25

Views

26

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-13.6%

7D

-1.1%

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1Y

-13.6%

7D

-1.1%

You can edit this narrative until Dec 4 2:10 PM. Then, changes will post as Updates.

Author's Valuation

₹76322.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 03 Dec 25

DIVGIITTS: Future Margins Will Benefit From New Pickup Truck Order

Analysts have trimmed their price target on Divgi TorqTransfer Systems slightly to ₹763.0, reflecting marginally lower discount rate and valuation multiple assumptions while keeping growth and margin expectations broadly unchanged. What's in the News Secured a multi year transfer case supply order from Toyota Tsusho India for a commercial pick up truck program targeting both Indian and international markets, with an estimated lifecycle revenue of about INR 620 million over six years starting H1 FY28 after validation and approvals (Key Developments) The new transfer case program will incorporate Divgi TorqTransfer Systems synchronizer technology, ensure compatibility with In Vehicle Networking, and meet stringent Noise Vibration Harshness standards demanded by Japanese OEMs, while integrating with both manual and automatic transmissions (Key Developments) Board meeting scheduled for November 12, 2025 to consider and approve unaudited financial results for the quarter and half year ended September 30, 2025, and to address any other business with the permission of the chair (Key Developments) Valuation Changes Fair Value: maintained at ₹763.0, indicating no change in the analyst fair value estimate.

Shared on 19 Nov 25

Fair value Increased 32%

DIVGIITTS: Net Margins Are Projected To Strengthen In The Coming Year

Analysts have raised their price target for Divgi TorqTransfer Systems from ₹576.5 to ₹763.0. They cite expectations of improving profit margins and a higher projected price-to-earnings ratio, despite slightly reduced revenue growth forecasts. What's in the News Board meeting scheduled for November 12, 2025, to consider and approve unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments) The board may also discuss other business matters with the permission of the Chair during this meeting (Key Developments) Valuation Changes The consensus analyst price target has increased from ₹576.5 to ₹763.0. The discount rate has risen slightly from 14.25% to 14.74%.

Shared on 06 Sep 25

With valuation metrics such as the discount rate and future P/E remaining effectively unchanged, the consensus analyst price target for Divgi TorqTransfer Systems also remained stable at ₹576.50. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter ended June 30, 2025, and to discuss other business matters.

Shared on 17 Jul 25

Fair value Increased 28%

The upward revision in Divgi TorqTransfer Systems’ price target is driven by materially improved forecasts in both revenue growth and net profit margin, supporting the increase in fair value from ₹451.36 to ₹509.00. What's in the News Board meeting scheduled to approve audited financial results for the quarter and year ended March 31, 2025, and address other matters.

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 33%

AnalystConsensusTarget has decreased revenue growth from 18.2% to 10.7%, decreased future PE multiple from 44.7x to 35.7x, increased discount rate from 13.5% to 15.9% and decreased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

₹763

22.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

14.33%

Auto Components revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

14.63%

Calculation

₹880.02m

Earnings '28

x

39.13x

PE Ratio '28

=

₹34.43b

Market Cap '28

₹34.43b

Market Cap '28

/

30.65m

No. shares '28

=

₹1.12k

Share Price '28

₹1.12k Share Price '28

Discounted to 2025 @ 14.58% p.a.

=

₹746.73

Fair Value '25