Cummins India Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Cummins India reported robust Q1 FY26 results with sales up 26% YoY to INR 2,859 Cr, driven by a 25% rise in domestic sales and a 34% surge in exports. Powergen domestic sales grew 31%, reflecting broad-based demand, with CPCB IV+ product volumes now at pre-transition levels. The company recently launched BESS solutions. Management expects double-digit growth for FY26, balancing cautious optimism on exports with strong domestic demand fueled by infrastructure spending. Focus remains on cost optimization and continuous capacity investments.