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MYSTERIOUS: Cummins india - What They Never Told You

Mahindra Group appoints Shveta Arya as Group Chief Strategy Officer

Mahindra Group announced Shveta Arya's appointment as Group Chief Strategy Officer. She will lead the Group Strategy Office, identifying growth opportunities. Arya joins from Cummins India, bringing over twenty-three years of experience. She will report to Mahindra Group CEO and Managing Director Anish Shah. Her role involves driving long-term strategic…

The Economic Times

Cummins India shares fall over 4% as Q1 net profit dips 8% to Rs 543 crore. Buy, sell or hold?

Cummins India experienced a decline in shares following an eight percent dip in profits for the June quarter. In contrast, revenues surged with an impressive eighteen percent increase compared to last year. With managing director Shveta Arya set to depart by the end of August, analysts express varied opinions, highlighting…

The Economic Times

Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and power equipment. Analysts suggest a balanced approach, avoiding panic exits from AI-linked trades. Investors should prioritize quality companies with strong fundamentals and clear execution. Valuation resets offer opportunities for disciplined,…

The Economic Times

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AI Powerplay! Proxy power stocks give up to 100% returns in India's hottest trade this year

India's power and electrical equipment stocks have emerged as key AI proxy plays, with names like Hitachi Energy, Kirloskar Oil Engines and GE Vernova T&D delivering stellar returns. Analysts believe rising data centre investments will fuel long-term demand, but caution that valuations and stock selection will be critical from here.

The Economic Times

Hitachi Energy, GE Vernova, Siemens rise up to 6% as Nomura calls recent correction an ‘overreaction’. 4 reasons why

Indian electrical equipment stocks rebounded, gaining up to 6% after global brokerage Nomura labelled the recent sell-off an "overreaction." Nomura highlighted that Chinese firms, granted a two-year tender exemption, historically secured minimal market share. They also noted capacity constraints among these firms, suggesting the exemption is a temporary measure, not…

The Economic Times

Stocks in news: LIC, IRFC, Cummins India, Tata Motors PV, ONGC

Indian markets surged on Wednesday, recovering previous day's losses, with banking stocks leading the charge from a strong support zone, signaling a robust uptrend. Key companies like LIC, IRFC, Cummins India, Tata Motors PV, and ONGC are in focus. IRFC's government offer saw strong institutional demand, while Tata Motors plans…

The Economic Times

Cummins India bets on local demand as Middle East conflict clouds exports

Cummins India anticipates robust domestic demand to fuel its fiscal 2027 growth, despite ongoing Middle East geopolitical tensions impacting exports. Managing Director Shveta Arya highlighted that while exports, representing 17% of revenue, are expected to remain subdued, strong performance in India's infrastructure sector, including data centers and marine applications, will…

The Economic Times

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AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?

India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge is driving significant gains in companies linked to data centre infrastructure, power, and hardware, with analysts suggesting the rally has further room to run.

The Economic Times

Nomura downgrades Cummins India shares to Neutral despite raising target price by 25%. Here’s why

Nomura downgraded Cummins India to “Neutral” despite raising its target price by 25%, citing stretched valuations and near-term margin pressure from rising commodity costs. While the brokerage remains optimistic about long-term growth driven by data centres and emission norm upgrades, it believes the current valuation leaves limited room for further…

The Economic Times

Bullish Bets: Vinit Bolinjkar maps out India’s next big market winners

Indian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industrial companies. He highlights mid-sized banks like Yes Bank, RBL Bank, and Bandhan Bank. Cummins India is seen as a long-term compounder. Coal India offers yield and growth. Adani Green and Adani…

The Economic Times

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