Motilal Oswal said that stable execution and rising export momentum could shape capital goods sectors' H2FY26 outlook
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A lumpy hyperscaler project lifted growth and margins, though management cautions that similar orders may not repeat and exports could soften
Shrikant Chouhan, head of equity research at Kotak Securities, remains upbeat on Cummins India and Infosys shares today. Check out the key reasons here
Cummins India remains cautiously optimistic about its growth outlook across domestic and international markets, supported by a diversified portfolio aligned with evolving emission norms.
Citi said that it prefers execution leaders exposed to key thematics, with Cummins India and Bharat Electronics as its top picks
Early product launches and reliable aftermarket support make the company a market leader
Cummins India share has gained 40.3 per cent over the past six months, rising 18.5 per cent in the last three months and over 5 per cent in the past month alone, BSE data showed.
Cummins India Q1 profit rose on Powergen and exports growth, with analysts bullish on long-term prospects but cautioning that current valuations reflect the optimism
The company reported a 40 per cent rise in its profit after tax (PAT) figure to ₹589.27 crore during the quarter ended June 30, 2025, as against ₹419.8 crore reported in Q1FY25
Cummins India shares rose 2 per cent on Thursday after it launched Battery Energy Storage Systems (BESS) in line with the company's 'Destination Zero' strategy
Motilal Oswal sector of the week: The capital goods sector is riding a multi-year upcycle driven by public capex and energy transition imperatives
Mahindra Logistics share price rose after the company launched its new state-of-the-art warehousing facility in Phaltan, Maharashtra.
Despite modest Q4 revenue growth, Cummins India expects double-digit growth in FY26 on the back of robust domestic demand, CPCB 4+ tailwinds, and export recovery
Cummins India shares spiked 7 per cent after reporting its Q4 results.Its revenue from operations stood at ₹2,470.38 crore as compared to ₹2,319.02 crore a year ago, up 6.5 per cent
FY26, Kotak Institutional Equites believes, will likely see more broadbased growth across sectors. It has highlighted 6 stocks as high conviction ideas for an investor's portfolio
Brokerages upbeat on long-term prospects after company's strong Q3 results
Cummins India's profit after tax rose 11.9 per cent Y-o-Y to Rs 558.5 crore in Q3FY25, compared to Rs 498.9 crore in Q3FY24. Revenue grew 21.8 per cent to Rs 3,096.2 crore in Q3FY25
The company, a unit of US-based truck engine maker Cummins, said its profit climbed to Rs 558 crore (about $64 million) in the three months to Dec. 31 from Rs 499 crore a year earlier
he decline in the company's share price followed news that the company had received an order imposing a fine/penalty by the Office of the Commissioner of Customs - Nhava Sheva, Maharashtra