CUMMINSINDBSECummins India LtdMediumNeutral
Announced Wed, 27 May · 15:28 IST

Please find enclosed intimation regarding investor presentation.

Investor Communications View source PDF

CUMMINSIND · price

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Price reaction · full curve 14 horizons · vs prior close
+9.2%1-day move
₹5401.00
prior close
₹6050.00
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+9.2+5.3+5.9+5.6+7.7+3.0+8.4+3.0+4.2
Up moveDown movePending
AI summary

Cummins India reported record revenue and profitability for FY26. Total annual sales rose 18% to ₹11,950 crore, driven by 19% growth in domestic sales (₹9,961 crore) and 12% growth in exports (₹1,989 crore). Full-year profit before tax stood at ₹3,104 crore with a 26% margin, up 24% year-on-year. For the March quarter, total sales were ₹2,963 crore (up 23% YoY), with domestic sales surging 30% to ₹2,513 crore while exports declined 6% to ₹450 crore. Q4 PBT was ₹820 crore at a 27.7% margin. Managing Director Shveta Arya credited the performance to a globally integrated supply chain, agile operations, and cost discipline. Management flagged rising crude oil prices and geopolitical uncertainties as challenges while remaining positive on domestic demand.

Likely market impact

Strong operational performance with margin expansion signals effective cost control and pricing power. The 27.7% Q4 margin is a positive indicator for shareholder returns, though the export decline warrants monitoring.