ALFA Finder| Revenue growth | 18% YoY growth in Q1 FY27. |
|---|---|
| Margins | GPM impacted by commodity inflation; aiming for historical levels through pricing. |
| Order book | Solid demand across key end markets; Data Center inquiries remain strong. |
| Demand visibility | Strong visibility in Power Gen, Data Centers, Mining, and Railways. |
| Management confidence | High optimism based on current order velocity and strong end-market demand. |
Growth
Revenue reached INR 3,375 Cr (+18% YoY). Domestic sales surged 22% YoY, while exports remained flat at INR 521 Cr.
Outlook
Strong order velocity in data centers and mining; company took a price hike in Q2 to mitigate inflation.
Risks
Unprecedented commodity costs (steel, pig iron, copper), rising freight expenses, and geopolitical instability in West Asia impacting exports.
Last quarter's promises, checked
Delivered
- Guided moderate growth across segments → delivered 18% revenue growth (= BEAT)
- Guided robust domestic demand → delivered 22% domestic sales growth (= BEAT)
- Guided focus on Power Gen & Data Centers → delivered 35% Power Gen growth (= BEAT)
Partly delivered
- Guided 70% capacity utilization → delivered 70-75% utilization (= PARTIAL)
Missed
- Guided margins intact for growth → delivered margin pressure from inflation (= MISS)
- Guided cautious export monitoring → delivered flat exports at INR 521 Cr (= MISS)
Investor Presentation filed with BSE, NSE: CUMMINSIND. Summary written with AI assistance from the document.
Cummins India Ltd: key numbers
- Share price
- ₹4,253.20
- Market cap
- ₹1,17,899 Cr
- Revenue (annual)
- ₹12,143 Cr
- Net profit (annual)
- ₹2,362 Cr
- P/E (TTM)
- 52.4×Sector 51.9×
- Promoter holding
- 51.00%+0.00% QoQ
- FII holding
- 19.47%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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