Cummins India Ltd

The key equity benchmarks continued to trade with significant losses in morning trade, supported by weak global cues. Investors sentiment was further dampened by FII selling, led to a move toward safer assets. However, market participants will track ongoing Q2 earnings season, crude oil prices and other global developments. The Nifty slipped above the 25,400 level. Consumer durables shares declined for second consecutive trading session. At 10:25 IST, the barometer index, the S&P BSE Sensex, declined 526.41 points or 0.63% to 82,784.60. The Nifty 50 index fell 155.55 points or 0.61% to 25,353.10. The broader market underperformed the frontline indices. The S&P BSE Mid-Cap index fell 0.65% and the S&P BSE Small-Cap index tumbled 0.97%. The market breadth was weak. On the BSE, 1,189 shares rose and 2,458 shares fell. A total of 189 shares were unchanged. Earnings Today: Aarti Drugs(down 1.67%), AstraZeneca Pharma India(down 0.85%), Bajaj Auto(down 1.11%), Divis Laboratories(down 0.57%), Great Eastern Shipping Company(up 1%), Go Fashion (India)(down 1.10%), Gujarat Alkalies and Chemicals (down 1.35%), Hindalco Industries(down 0.08%), Jupiter Life Line Hospitals(down 0.73%), Kalyan Jewellers India(down 1.17%), FSN E-Commerce Ventures(up 0.12%), Petronet LNG (up 0.60%), Trent (down 0.13%) will announce their quarterly results today. New Listing : Shares of Studds Accessories were currently trading at Rs 572.40 at 10:21 IST on the BSE, representing a discount of 2.15% as compared with the issue price of Rs 570. The stock was listed at Rs 585, exhibiting a premium of 2.63% to the issue price. So far, the stock has hit a high of 585 and a low of 555.80. On the BSE, over 4.08 lakh shares of the company were traded in the counter so far. Buzzing Index: The Nifty Consumer Durables index declined 1.52% to 37,314.15. The index fell 3.47% in the two staright trading sessions. Amber Enterprises India (down 11.96%), PG Electroplast (down 4.01%), Blue Star (down 3.19%), Crompton Greaves Consumer Electricals (down 3.16%), Cera Sanitaryware (down 3%), V-Guard Industries (down 2.49%), Whirlpool of India (down 2.27%), Dixon Technologies (India) (down 1.75%), Century Plyboards (India) (down 1.67%) and Kalyan Jewellers India (down 1.62%) declined. Stocks in Spotlight: Cummins India rose 1.18% after the company reported a 41.51% surge in standalone net profit to Rs 637.69 crore in Q2 FY26, compared to Rs 450.61 crore posted in Q2 FY25. Revenue from operations jumped 27.49% to Rs 3,121.58 crore in the quarter ended 30 September 2025. NHPC reported consolidated net profit of Rs 1,021.44 crore in Q2 FY26, up 13.48% as against Rs 900.03 crore in Q2 FY25. Revenue from operations jumped 10.26% year on year (YoY) to Rs 3,365.26 crore in the quarter ended 30 September 2025. Blue Cloud Softech Solutions gained 6.64% to Rs 34.20 after the company signed a letter of intent with UK-based BlackDice Cyber. The companies will co-develop AI-driven cybersecurity solutions for 5G Fixed Wireless Access (FWA) systems. The partnership will integrate real-time threat detection and network protection into 5G routers and edge infrastructure. Blue Cloud will embed BlackDice's AI engine into its 5G customer premises equipment and Wi-Fi routers.Powered by Capital Market - Live

Revenue from operations jumped 27.49% to Rs 3,121.58 crore in the quarter ended 30 September 2025. Domestic sales stood at Rs 2,577 crore, up by 28% compared to the same quarter last year and higher by 10% compared to the previous quarter. Export Sales were Rs 545 crore are higher by 24% compared to the same quarter last year and higher by 4% compared to the previous quarter Total expenses rose 22.73% YoY to Rs 2,527.21 crore in the quarter ended 30 September 2025. Cost of materials consumed stood at Rs 1,804.45 crore (up 16.39% YoY), while employee expenses came in at Rs 198.60 crore (up 3.25% YoY). Profit before exceptional items and tax stood at Rs 839.43 crore in Q2 FY26, up 41.22% from Rs 594.38 crore in the same quarter last year. Shveta Arya, managing director, Cummins India, said, I am delighted to announce that Cummins India Limited has delivered a record quarterly revenue, driven by steady demand across markets and improved order execution. We have also achieved a record quarterly profit, supported by volume leverage and operational efficiencies. Macro-economic indicators continue to remain strong, indicating robust trade activities. IIP and PMI are pointing to a reasonable economic outlook for the year. With improved liquidity consequent to GST 2.0 and stable fiscal policies backed by low inflation the Indian economy is on course to attain 6.8% GDP growth. India's export outlook faces headwinds amid ongoing geopolitical uncertainties across regions, thereby impacting global trade flows and demand. On its outlook, the company stated, With a diversified portfolio aligned to evolving emission norms, the Company remains cautiously optimistic about growth prospects across both domestic and international markets. Continued collaboration with trade partners and exploration of new opportunities are helping sustain momentum. We continue to closely monitor geopolitical developments and remain confident in our ability to adapt and navigate through emerging challenges effectively. The company continues to improve operational efficiencies through cost management efforts. Customer satisfaction and shareholder value creation continues to be our primary focus. Backed by reliable technology, best in class talent, a trusted brand, diverse products, strong manufacturing capabilities, and a wide distribution and service network, the Company is well-positioned to serve customers efficiently. Cummins India is one of the leading manufacturer of diesel and natural gas engines in India. As one of the seven legal entities under the Cummins Group in the country, the company operates through three core business units: Engine, Power Systems and Distribution. Powered by Capital Market - Live

Net profit of Cummins India rose 38.49% to Rs 622.33 crore in the quarter ended September 2025 as against Rs 449.37 crore during the previous quarter ended September 2024. Sales rose 26.63% to Rs 3121.58 crore in the quarter ended September 2025 as against Rs 2465.09 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales3121.582465.09 27 OPM %22.2619.63 - PBDT873.21638.80 37 PBT824.03593.84 39 NP622.33449.37 38 Powered by Capital Market - Live

Cummins India will hold a meeting of the Board of Directors of the Company on 6 November 2025.Powered by Capital Market - Live

Revenue from operations jumped 26.37% to Rs 2,858.71 crore in the quarter ended 30 June 2025. Domestic sales stood at Rs 2,336 crore, up 25% compared to the same quarter last year and 21% higher than the previous quarter. Export sales were Rs 523 crore, marking a 34% increase YoY and a 9% rise compared to the previous quarter. Total operating expenditure for Q1 FY26 was Rs 2,333.90 crore, up 23.78% YoY. Profit before exceptional items and tax stood at Rs 725.80 crore in Q1 FY26, up 31.74% from Rs 550.91 crore in the same quarter last year. The company also reported an exceptional item of Rs 44.15 crore during the quarter. Shveta Arya, managing director, Cummins India, said, I am pleased to announce that Cummins India continues to deliver revenue growth backed by steady demand across markets and better execution of orders. We have achieved record quarterly profit owing to volume leverage and operational efficiencies. While the inflation has eased in India and there is uncertainty around the full impact of global tax and trade policies on the economic landscape in the near to mid-term future. We believe that despite this uncertainty, we see continued opportunity as India's economy remains stable due to government's infrastructure push and recent reductions in interest rates to support economic growth given the low inflation environment.' On its outlook, the company stated, with a diversified portfolio of products that meet evolving emission norms, Cummins India remains cautiously optimistic about maintaining momentum across both domestic and international markets. While closely tracking policy developments in India and abroad, we're confident in our ability to adapt and navigate any challenges that may arise. The company continues to focus on operational efficiencies through cost management and maintains its focus on customer centricity, attracting best talent, and creating value for shareholders. With access to the latest technology, a trusted brand, a wide range of products, advanced manufacturing capabilities, and an extensive distribution and service network, Cummins India is well-positioned to serve its customers better. Cummins India is one of the leading power solutions providers in the country. The company is involved in the power generation, aftermarket, and export businesses. Powered by Capital Market - Live

Net profit of Cummins India rose 30.54% to Rs 603.90 crore in the quarter ended June 2025 as against Rs 462.61 crore during the previous quarter ended June 2024. Sales rose 25.72% to Rs 2858.71 crore in the quarter ended June 2025 as against Rs 2273.87 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales2858.712273.87 26 OPM %21.8120.81 - PBDT820.01639.41 28 PBT772.08595.07 30 NP603.90462.61 31 Powered by Capital Market - Live

Cummins India will hold a meeting of the Board of Directors of the Company on 7 August 2025.Powered by Capital Market - Live

Designed primarily for the domestic market, these advanced battery storage solutions will cater to key sectors including manufacturing, data centers, commercial real estate, and mining -- industries that are increasingly relying on stable, renewable energy sources. BESS technology plays a vital role in enabling integration of solar and wind energy into existing grids, helping customers maximize renewable energy usage and manage electricity costs through peak shaving and energy shifting. The BESS products are built on lithium ferrophosphate (LFP) battery technology, known for its safety and long life. The systems are designed to be modular and scalable, available in 10ft and 20ft container formats, and range in capacity from 200kWh to 2MWh. They also feature integrated liquid cooling for thermal management, meet stringent global safety standards, and are packaged for ease of transportation and quick installation. Cummins India is one of the leading power solutions providers in the country. It is involved in the power generation, aftermarket, and export businesses. The company has a strong manufacturing backbone and has five manufacturing plants, assembly, and distribution facilities. On a consolidated basis, net profit of Cummins India declined 1.74% to Rs 529.50 crore while net sales rose 6.88% to Rs 2428.13 crore in Q4 March 2025 over Q4 March 2024. Powered by Capital Market - Live

Cummins India announced the launch of its Battery Energy Storage Systems (BESS), expanding its sustainable solutions portfolio in line with Destination Zero strategy. This state-of-the-art energy storage solution is designed to support India's clean energy transition and strengthen the reliability of country's power infrastructure. Battery Energy Storage System (BESS) is emerging as reliable and efficient technology for addressing the energy transition requirements of key industries such as manufacturing, data centers, commercial realty, and mining. These systems enable seamless integration of clean, renewable, and intermittent energy sources like solar and wind with the existing power infrastructure. This ensures that customers can maximize renewable energy use and optimize energy costs through peak shaving and energy shifting. Commenting on the launch, Shveta Arya, Managing Director, Cummins India Limited, said, 'India's energy mix is undergoing a significant transformation, driven by ambitious climate commitments, rapid adoption of renewables, and a national focus on clean and inclusive growth. At Cummins, we recognize this pivotal moment as an opportunity to innovate with purpose. Our Battery Energy Storage System (BESS) is a crucial enabler in this transition. It offers a reliable, scalable, and sustainable foundation for the energy ecosystem of tomorrow. Through this launch, we are proud to support India's journey towards net-zero emissions by 2070 and power possibilities for generations to come.'Powered by Capital Market - Live

Cummins India announced that the 64th Annual General Meeting(AGM) of the company will be held on 8 August 2025.Powered by Capital Market - Live