500480
Cummins India Ltd
BSELast Traded Price
₹5185.00
-15.00 (-0.29%)
Open
₹5200.40
High
₹5210.00
Low
₹5128.50
Prev Close
₹5200.00
Industry
Capital Goods
Market Cap
1,43,728.20 Cr
Filing History
Recent corporate announcements and filings for 500480
Governance
Negative
2026-08-20 17:26
CRITICAL RED FLAG DETECTED
- Mr. Pankaj Kapoor, Vice President – Distribution Business and Senior Management Personnel of Cummins India Limited, has resigned to pursue external opportunities.
- His resignation is effective from September 21, 2026.
- The Company is evaluating suitable candidates for the position.
Business Update
Neutral
2026-08-18 18:21
- Concall Schedule: Investor/Analyst interactions scheduled on August 24, 2026 (Monday) and August 27, 2026 (Thursday).
- Meetings include Group Equity Conferences (virtual/in-person) and a visit to the Pune Plant.
- Discussions will pertain to publicly available information only.
Business Update
Neutral
2026-08-13 20:47
- Schedule of Investor/Analyst Meetings:
- August 19, 2026: In-person Group Equity Conference with Motilal Oswal Financial Services Ltd.
- September 11, 2026: In-person Group Equity Conference with UBS Securities India Private Limited.
- September 15, 2026: Virtual Group Equity Conference with Morgan Stanley India Company Private Limited.
Business Update
Negative
2026-08-11 17:26
CRITICAL RED FLAG DETECTED
- Q1 FY27 results show strong performance with sales at INR 3,375 crores (▲18% YoY) and domestic sales growing by 22% YoY, reflecting solid demand.
- Profit Before Tax (PBT) before exceptional items was INR 721 crores (▼0.7% YoY), impacted by higher commodity costs, inflation, and freight costs.
- Management expects strong demand to sustain across various end markets, particularly in power generation (data centers), rail, and distribution, with the distribution business having potential for 20% growth in coming years.
- Price hikes initiated in Q2 FY27 are expected to help mitigate margin pressures, though realization has a lag.
- Ms. Shveta Arya, the Managing Director, is departing, and a successor is being appointed.
- The company's focus remains on operational efficiency, cost management, and supply chain resilience.
Routine
Neutral
2026-08-07 20:27
New Filing detected. See link for details.
Routine
Neutral
2026-08-07 20:23
New Filing detected. See link for details.
Business Update
Neutral
2026-08-06 17:52
- Audio recording of the Investor/Analyst Call for Q1 FY2026-27 Results has been uploaded on the company's website.
- The conference call was held on August 06, 2026.
Financials
Positive
2026-08-05 17:52
- Standalone Total Sales ₹3,375 Cr vs ₹2,860 Cr (▲18% YoY)
- EBITDA (PBT) ₹721 Cr vs ₹632 Cr (▲14% YoY)
- PAT ₹543 Cr (YoY comparison not available)
- EBITDA Margin (PBT Margin) 21.4% vs 22.1% (▼70bps)
- Management expects business momentum to remain steady, noting inflationary pressures and supply chain constraints impacting margins.
Governance
Negative
2026-08-05 17:26
CRITICAL RED FLAG DETECTED
- Unaudited Consolidated Financial Results for Q1 FY27 reported 17.86% YoY revenue growth. However, profit growth was weak (EBITDA ▲0.66%, PAT ▲0.89%) with a 352bps EBITDA margin contraction.
- Ms. Shveta Arya resigned as Managing Director, Director, and KMP, effective August 31, 2026, to pursue external opportunities.
- The Board approved seeking shareholder approval via Postal Ballot to revise commission for Independent Directors.
- M/s. Mehta & Mehta were appointed as Scrutinizer for the postal ballot e-voting process.
Financials
Negative
2026-08-05 17:18
CRITICAL RED FLAG DETECTED
- Consolidated Revenue ₹3,426.01 Cr vs ₹2,906.82 Cr (▲17.9% YoY)
- EBITDA ₹705.99 Cr vs ₹701.37 Cr (▲0.7% YoY)
- PAT ₹609.30 Cr vs ₹603.90 Cr (▲0.9% YoY)
- EBITDA Margin 20.6% vs 24.1% (▼350bps)
- Ms. Shveta Arya has resigned as Managing Director, Director, and Key Managerial Personnel of the Company, effective August 31, 2026, to pursue external opportunities.
Financials
Negative
2026-08-05 17:11
CRITICAL RED FLAG DETECTED
- Consolidated Revenue ₹3,374.93Cr vs ₹2,858.71Cr (▲18.06% YoY)
- EBITDA ₹843.33Cr vs ₹835.25Cr (▲0.97% YoY)
- PAT ₹609.30Cr vs ₹603.90Cr (▲0.89% YoY)
- EBITDA Margin 24.99% vs 29.22% (▼423bps)
- Ms. Shveta Arya resigned as Managing Director, Director, and Key Managerial Personnel effective August 31, 2026.
Financials
Negative
2026-08-05 17:02
CRITICAL RED FLAG DETECTED
- Consolidated Revenue ₹3,374.93 Cr vs ₹2,858.71 Cr (▲18.06% YoY)
- EBITDA ₹705.99 Cr vs ₹701.37 Cr (▲0.66% YoY)
- PAT ₹609.30 Cr vs ₹603.90 Cr (▲0.90% YoY)
- EBITDA Margin 20.92% vs 24.50% (▼358bps)
- Ms. Shveta Arya has resigned as Managing Director, Director, and KMP, effective August 31, 2026, to pursue external opportunities.
- The Board approved seeking members' approval via Postal Ballot for revision in commission payable to Independent Directors.
Business Update
Neutral
2026-07-27 14:47
- Concall Schedule
- Concall Date: Thursday, August 06, 2026
- Concall Time: 03:00 P.M. (IST)
Routine
Neutral
2026-07-20 20:28
- Cummins India Limited filed an errata to its Annual Report for FY 2025-26 on July 20, 2026.
- Corrects a typographical error in the Directors' Report regarding exported engines and generator sets (6,128 engines and 5,927 generator sets instead of 5,022 engines and 6,369 generator sets).
- The error has no impact on the company's financial statements.
Governance
Positive
2026-07-11 18:55
- The 65th Annual General Meeting (AGM) will be held on August 06, 2026, at 11:30 A.M. (IST) via Video Conferencing (VC)/OAVM. The company has dispatched the web-link of the Annual Report 2025-26.
- Final Dividend for FY 2025-26 is ₹46/- per equity share.
- Record date for Final Dividend is July 17, 2026.
- Dividend payment date is on or before September 04, 2026.
Routine
Neutral
2026-07-09 22:43
New Filing detected. See link for details.
Routine
Neutral
2026-07-09 22:23
New Filing detected. See link for details.
Routine
Neutral
2026-07-09 22:10
New Filing detected. See link for details.
Routine
Neutral
2026-07-09 19:33
New Filing detected. See link for details.
Governance
Neutral
2026-06-26 13:34
- Board meeting scheduled for August 5, 2026, to consider and approve Unaudited Financial Results for the quarter ended June 30, 2026.
- Trading window for designated persons will remain closed from July 1, 2026, until 48 hours after the declaration of financial results.
Governance
Neutral
2026-06-26 13:11
- Board meeting on August 5, 2026, to consider and approve Unaudited Financial Results (Standalone and Consolidated) for the quarter ending June 30, 2026.
- Trading window for designated persons will remain closed from July 1, 2026, until 48 hours after the declaration of financial results.
Business Update
Neutral
2026-06-12 11:05
- Update on ongoing labour dispute concerning the retirement age of certain workmen, previously before the Industrial Court, Pune.
- The Company challenged the orders before the Bombay High Court (Bombay HC).
- Bombay HC, vide order dated June 9, 2026, granted an interim stay on the operation and implementation of the impugned orders.
- Consequently, the orders are inoperative, and there is no material financial impact on the Company at this stage.
Business Update
Neutral
2026-06-09 14:21
- Investor Meet/Analyst Visit Schedule
- Date: Friday, June 12, 2026
- Nature of Interaction: Visit at Phaltan plant
- Participant: Axis Capital Ltd
Business Update
Neutral
2026-06-05 16:40
- Company has scheduled investor/analyst meetings on June 12 and June 15, 2026.
- Interactions include plant visits and group/individual equity conferences with various financial institutions.
- Discussions will only cover publicly available information; no unpublished price sensitive information will be shared.
Business Update
Neutral
2026-06-04 14:16
- Concall/Investor Meet Schedule
- Meetings with investors/analysts are scheduled on June 09, 2026 (Motilal Oswal Financial Services Ltd) and June 10, 2026 (First Sentier Investors (Hong Kong) Limited).
Business Update
Positive
2026-06-03 17:56
- Q4 FY26 sales grew by 23% YoY, and full-year FY26 sales increased by 18% YoY. PBT before exceptional items rose 20% YoY for Q4 and 24% YoY for FY26.
- Management anticipates moderate growth across segments in FY27, driven by robust domestic demand despite geopolitical and commodity price cautiousness.
- Data center business is a significant growth driver, contributing 30-35% of Power Generation domestic revenue, with strong inquiry velocity from Hyperscalers and Colo players.
- Railways and mining segments are building order books, while the compressor segment is experiencing a low cycle.
- Capacity utilization is at ~70%, supported by over ₹1,000 crores in modernization investments over the last five years; no major new capex is currently planned.
- The company holds a positive outlook for Battery Energy Storage Systems (BESS) in India, actively working on localizing its supply chain.
- The distribution business is expected to continue its growth trajectory, fueled by service solutions and an expanding asset base, especially for CPCB IV+ products.
- Challenges include managing commodity price increases with a lag and supply chain constraints due to high global demand for data center components.
Business Update
Neutral
2026-05-29 19:44
Cummins India Limited announced the uploading of the audio recording of its Investor/Analyst Conference Call for Q4 and FY2025-26 Results, held on May 29, 2026, on the company's website.
Governance
Negative
2026-05-28 16:01
CRITICAL RED FLAG DETECTED
Cummins India Limited submitted its Annual Secretarial Compliance Report for FY ended March 31, 2026. The report highlighted a non-compliance with SEBI Listing Regulation 18(1)(b) regarding the Audit and Compliance Committee composition, where only 3 out of 5 members were independent, falling short of the two-thirds requirement. BSE and NSE imposed a penalty of ₹2,360/- each for one day of non-compliance. The company promptly reconstituted the committee with an additional independent director and paid the penalty.
Financials
Positive
2026-05-27 15:22
Cummins India Limited reported standalone financial results for the quarter ended March 31, 2026. Standalone Total Sales were ₹2,963 Cr vs ₹2,409 Cr (▲23% YoY), Profit Before Tax (PBT) was ₹820 Cr vs ₹683 Cr (▲20% YoY), and Profit After Tax (PAT) stood at ₹650 Cr.
Financials
Positive
2026-05-27 15:04
Consolidated Revenue ₹2,963.20 Cr vs ₹2,428.13 Cr (▲22.04% YoY), EBITDA ₹642.15 Cr vs ₹525.23 Cr (▲22.26% YoY), PAT ₹649.46 Cr vs ₹529.50 Cr (▲22.66% YoY). EBITDA Margin 21.67% vs 21.63% (▲4bps). The Board also recommended a Final Dividend of Rs. 46/- per equity share for FY 2025-26.
Financials
Positive
2026-05-27 14:53
Consolidated Revenue ₹2,963.20Cr vs ₹2,428.13Cr (▲22.03% YoY), EBITDA ₹642.15Cr vs ₹525.23Cr (▲22.26% YoY), PAT ₹649.46Cr vs ₹529.50Cr (▲22.66% YoY). EBITDA Margin 21.67% vs 21.63% (▲4bps). The Board also recommended a Final Dividend of Rs. 46/- per equity share for FY 2025-26.
Financials
Positive
2026-05-27 14:49
Cummins India Limited reported strong Q4 FY26 consolidated financial results. Consolidated Revenue ₹2,963.20Cr vs ₹2,428.13Cr (▲22% YoY), EBITDA ₹760.54Cr vs ₹615.60Cr (▲24% YoY), PAT ₹649.46Cr vs ₹529.50Cr (▲23% YoY). EBITDA Margin 25.66% vs 25.35% (▲31bps). The Board also recommended a final dividend of ₹46 per equity share for FY26, re-appointed Price Waterhouse & Co as Statutory Auditors with an unmodified opinion, and Joshi Apte & Associates as Cost Auditors.
Financials
Positive
2026-05-27 14:42
Cummins India Limited reported strong Q4 FY26 consolidated results with Revenue at ₹2,963.20 Cr vs ₹2,428.13 Cr (▲22.04% YoY), EBITDA at ₹760.54 Cr vs ₹615.60 Cr (▲23.55% YoY), and PAT at ₹649.46 Cr vs ₹529.50 Cr (▲22.66% YoY). EBITDA Margin expanded to 25.67% from 25.35% (▲32bps). The Board also recommended a Final Dividend of Rs. 46/- per equity share for FY 2025-26.
Financials
Positive
2026-05-27 14:37
Cummins India Limited reported strong Q4 FY26 consolidated financial results: Revenue from operations was ₹2,963.20Cr vs ₹2,428.13Cr (▲22% YoY), EBITDA was ₹642.15Cr vs ₹525.23Cr (▲22% YoY), and PAT was ₹649.46Cr vs ₹529.50Cr (▲23% YoY). EBITDA Margin was 21.67% vs 21.63% (▲4bps). The Board also recommended a final dividend of ₹46 per equity share for the Financial Year 2025-26, in addition to the interim dividend of ₹20 already declared.
Financials
Positive
2026-05-27 14:26
Cummins India Limited reported strong Consolidated financial results for the quarter ended March 31, 2026. Consolidated Operating Revenue was ₹2,963.20Cr vs ₹2,428.13Cr (▲22.04% YoY), EBITDA was ₹674.49Cr vs ₹525.23Cr (▲28.42% YoY), and PAT was ₹649.46Cr vs ₹529.50Cr (▲22.65% YoY). EBITDA Margin expanded to 22.76% vs 21.63% (▲113bps). The Board also recommended a final dividend of ₹46/- per equity share for FY 2025-26, in addition to an interim dividend of ₹20/-.
Financials
Positive
2026-05-27 14:24
Consolidated Revenue for the year ended March 31, 2026, was ₹11,949.73 Cr vs ₹10,219.24 Cr (▲16.9% YoY), EBITDA was ₹2,594.91 Cr vs ₹2,080.04 Cr (▲24.75% YoY), PAT was ₹2,361.75 Cr vs ₹1,999.94 Cr (▲18.09% YoY). EBITDA Margin expanded to 21.7% from 20.4% (▲130 bps). The Board also recommended a final dividend of Rs. 46/- per equity share for FY 2025-26, in addition to the interim dividend of Rs. 20/-.