Cummins India · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
58%
Numeric claims
9
Consistency
contradicted
Question ledger
Parikshit Kandpal · HDFC Securities
evasiveWe have just launched the BESS solution in India. We are still building the order board. We are meeting customers at this point in time to share our value proposition on the BESS. ... we will take calls on future supply chain and manufacturing.
Parikshit Kandpal · HDFC Securities
directParikshit, this is core G-Drive growth. There's been a lot of focus across all segments in the market. A lot of stabilization in the CPCB IV+ product and good order building and execution.
Parikshit Kandpal · HDFC Securities
directFrom a volume perspective, we are back to pre-CPCB IV+ volumes now. We have reached those volumes in the market now. From a pricing perspective, I think there is now a good settlement of pricing in the market.
Nitin Arora · Axis Mutual Fund
directYes, Power Gen growth in this quarter was very broad-based, but I'll throw some light on the segments that did well for us. ... quick commerce, mission-critical segment, manufacturing and pharma.
Nitin Arora · Axis Mutual Fund
partialI would say exports, we are still cautiously optimistic, Nitin. There are still various geopolitical issues going around. ... This is a result of focused efforts, not necessarily all markets picking up demand.
Umesh Raut · Nomura India
directI would say that the distribution business growth is primarily due to our better penetration in Power Gen and railways, better execution, and it's broad-based. The new products have started to contribute, but I would not say that the growth is primarily based on new products.
Mohit · ICICI Securities
directLow horsepower for this quarter is INR 84 crores. Medium range is INR 229 crores. What we call heavy duty is around INR 115 crores. High horsepower is INR 628 crores, totaling up to INR 1,056 crores for the quarter.
Jason Soans · IDBI Capital
directFor this quarter, the Construction segment clocked INR 147 crore, rail INR 148 crore, compressor INR 56 crore, and then the remaining totaling up to INR 418 crore for this quarter.
Ruchit Agrawal · Unifi Mutual Fund
evasiveThat is our endeavor. We always have to be competitive in the market, right? We wait and watch depending on the competition activity and provide the best value to our customers. Our endeavor is to hold on to the margins, for sure.
Amit Anwani · PL Capital
evasiveFrom an exports perspective, we are a little cautious. ... That is why we are cautious about exports. Optimistic because we are putting in a lot of efforts, but still cautious and evaluating the current situation.
Rahul Gajare · Haitong Securities
partialThere's a lot of work that we are doing to shorten our lead times as well on those nodes, not just for our market, but for around the world. ... We have been able to fulfill the demand that has come our way.
Parikshit Kandpal · HDFC Securities
evasiveWe are evaluating. We're working with our customers because our product does have quite a few features which the customers would appreciate on the safety side and on the utilization of the BESS.
