Shveta Arya
Managing Director, Cummins India Ltd
Notable Quotes
Our belief around the world is that diesel power backup is one of the most reliable backup powers that is available for our customers.
Competitive pressures seem to be the same. Very, very aggressive, pricing, and positioning by competitors.
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.
In this particular quarter, approximately 40% of Power Gen sales came from data centers.
We do see a little bit of softening of the order intake from exports at this point in time.
Our value proposition is around our technology, our innovation, and reliability.
We are back to pre-CPCB IV+ volumes now. We have reached those volumes in the market now.
Our endeavor is to hold on to the margins, for sure.
We do have competition in the higher notes as well, and it's getting tougher.
We have been able to maintain our pricing.
Data center demand continues to grow, and we are continuing to see the movement in the orders coming in.
The endeavor is to continue improving the margins.