Cummins India Ltd News
Data centre execution, exports revival key triggers for Cummins India
FY26 revenue grew 18 per cent Y-o-Y to ₹12,140 crore. Gross margins, which contracted in Q4, were up 60 basis points Y-o-Y to 36.8 per cent in FY26
 "Data centre execution, exports revival key triggers for Cummins India")
Cummins India: Citi bets on data centre tailwinds; sees 14% upside
Post Q4 results, Citi Research has reiterated its 'Buy' rating on Cummins India and raised target price to ₹6,700 from ₹5,200. The target implies an upside of 14% from the previous close of ₹5,881.
 "Cummins India: Citi bets on data centre tailwinds; sees 14% upside")
BSE Capital Goods index hits new high; BHEL, Polycab, Thermax soar up to 7%
BSE Capital Goods index hit a new high of 79,887.59, up nearly 2% in Thursday's intra-day deal. The index has surged 17% in the past two months.
 "BSE Capital Goods index hits new high; BHEL, Polycab, Thermax soar up to 7%")
Motilal Oswal sector of the week: Capital Goods; check top stock picks here
Overall, the sector's medium-term outlook remains constructive, driven by energy transition investments, defence indigenisation, and digital infrastructure buildout
 "Motilal Oswal sector of the week: Capital Goods; check top stock picks here")
Focus on "stock-specific" opportunities: Analyst; suggests 2 stocks to buy
Ajit Mishra of Religare Broking recommends buying Cummins India, Granules and selling Cipla futures; check all details here
 "Focus on \"stock-specific\" opportunities: Analyst; suggests 2 stocks to buy")
HDFC AMC, Tata Capital, Tata Motors to join Nifty Next 50 in latest rejig
These changes in various indices are part of periodic review and shall become effective from March 30, 2026 (close of March 27, 2026)
 "HDFC AMC, Tata Capital, Tata Motors to join Nifty Next 50 in latest rejig")
Chandan Taparia suggests Nifty strategy; bets on Cummins, Indian Bank
Chandan Taparia of Motilal Oswal decodes how to trade Nifty and Bank Nifty today; here are stock bets and strategy
 "Chandan Taparia suggests Nifty strategy; bets on Cummins, Indian Bank")
Dividend bonanza! Hero MotoCorp, RVNL, 32 other stocks go ex-date next week
Upcoming dividend stock list: here is the complete list of stocks that will remain in the spotlight next week following their dividend announcements to shareholders as they trade ex-dividend
 "Dividend bonanza! Hero MotoCorp, RVNL, 32 other stocks go ex-date next week")
Stocks to Watch today: Bharti Airtel, LIC, Trent, NSDL, Tata Power, Marico
Stocks to Watch today, February 5, 2026: Medanta, JSW Cement, Cummins India, Emcure Pharma, Bajaj Finserv, Metropolis, Emami, Lupin, and NHPC are among the top stocks to watch today
 "Stocks to Watch today: Bharti Airtel, LIC, Trent, NSDL, Tata Power, Marico")
Capital goods index tanks 5% in 1 week; what's making the Street nervous?
In the past one week, the stock price of BHEL, Hitachi Energy India, Siemens Energy India and Cummins India have declined between 7 per cent and 12 per cent.
 "Capital goods index tanks 5% in 1 week; what's making the Street nervous?")
Capital goods, defence outlook strong in Q3; BEL top pick: Motilal Oswal
The brokerage highlights a robust export outlook for companies in renewables and T&D, with select EPC and product companies benefiting from international demand.
 "Capital goods, defence outlook strong in Q3; BEL top pick: Motilal Oswal")
Capital goods firms' revenues seen up 10% YoY in Q3: Elara Capital
Elara Capital expects its capital goods universe to clock 12 per cent sales growth in Q3, while consumer electricals and durables are seen growing 22 per cent Y-o-Y
 "Capital goods firms' revenues seen up 10% YoY in Q3: Elara Capital")