Q1-FY25 · Ashwath Ram
When you need power, you need power. Then you don't ask yourself that, you know, did I pay 15% more or 20% more when I bought the genset.
CUMMINSIND / language trends
Read confidence between the lines.
Cummins India · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY25 · Ashwath Ram
We think this is not a three-year, five-year kind of cycle. We think we can sustain this kind of growth for, you know, at least a decade.
Q1-FY25 · Ashwath Ram
We remain cautiously optimistic about the short term, but quite optimistic about medium and long-term outlook.
Q1-FY26 · Shveta Arya
We are back to pre-CPCB IV+ volumes now. We have reached those volumes in the market now.
Q1-FY26 · Shveta Arya
Our endeavor is to hold on to the margins, for sure.
Q1-FY26 · Shveta Arya
We do have competition in the higher notes as well, and it's getting tougher.
Q2-FY25 · Shveta Arya
We are mostly maintaining those prices as of now, since we launched.
Q2-FY25 · Shveta Arya
We do have a strong brand in the market. So we do think we are pretty well positioned in the CPCB 4 Plus space in the market.
Q2-FY25 · Ajay Patil
We continue to maintain our double-digit guidance for the year.
Q2-FY26 · Shveta Arya
In this particular quarter, approximately 40% of Power Gen sales came from data centers.
Q2-FY26 · Shveta Arya
We do see a little bit of softening of the order intake from exports at this point in time.
Q2-FY26 · Shveta Arya
Our value proposition is around our technology, our innovation, and reliability.
Q3-FY25 · Shveta Arya
We have been able to maintain our pricing.
Q3-FY25 · Shveta Arya
Data center demand continues to grow, and we are continuing to see the movement in the orders coming in.
Q3-FY25 · Shveta Arya
The endeavor is to continue improving the margins.
Q3-FY26 · Shveta Arya
Our belief around the world is that diesel power backup is one of the most reliable backup powers that is available for our customers.
Q3-FY26 · Shveta Arya
Competitive pressures seem to be the same. Very, very aggressive, pricing, and positioning by competitors.
Q3-FY26 · Shveta Arya
We are expecting broad-based growth in power generation. So while data centers will grow, given the economic activity and the infra spend, if that continues to happen, and if this budget outlay really kicks in quickly, then we will continue to see growth.
Q4-FY25 · Shweta Arya
We anticipate double-digit revenue growth in financial year 2025-2026, while remaining cautiously optimistic given the uncertainty from changes in global tax and trade policies, along with the geopolitical issues, which we continue to monitor very closely.
Q4-FY25 · Shweta Arya
Our endeavor is definitely to sustain or better these margins, and our cost optimization efforts are ongoing.
Q4-FY25 · Shweta Arya
We are not seeing the slowdown in the data centers in the India market yet.