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Cummins India Limited Q4 FY25 earnings call summary

NSE: CUMMINSIND · BSE: 500480

Earnings call of 29 May 2025, summarised by AI from the filing.

Cummins India FY25 sales up 15% to ₹10,166 cr, guides double-digit revenue growth for FY26 amid global uncertainties.

Key takeaways

  1. Guidance Double-digit revenue growth expected in FY26, cautiously optimistic due to global uncertainties.
  2. Change Powergen Q4 sales declined 7% Y-o-Y and 31% Q-o-Q due to pre-buy in base quarter and CPCB IV+ transition.
  3. Driver Domestic demand across Powergen, Distribution, and Industrial segments; exports uncertain.
  4. Risk Uncertainty from global tax and trade policies and geopolitical issues.

Original filing on BSE

Cummins India Limited Q1 FY27 results

As filed: Revenue ₹3,426 cr (+18% year on year), EBITDA ₹616 cr (−1% year on year), PAT ₹609 cr (+1% year on year), EBITDA margin 18.0% (−345 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹3,011 cr (+22% year on year), EBITDA ₹642 cr (+22% year on year), PAT ₹649 cr (+23% year on year), EBITDA margin 21.3% (+7 bps). Score 65 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin was flat year on year. Share price after the results: +4.1% in 29 days (Nifty 500: +0.9%).
  • Q3 FY26: Revenue ₹3,055 cr (−1% year on year), EBITDA ₹634 cr (+6% year on year), PAT ₹486 cr (+6% year on year), EBITDA margin 20.8% (+145 bps). Score 27 of 100, Below trend. Revenue, EBITDA and profit before exceptional items growth were well below the company's own trend. EBITDA margin rose 145 bps year on year. Revenue fell 4% from last quarter. Revenue rose ₹-41.1 cr on a year ago, against ₹555 cr the year before. Share price after the results: +14.2% in 30 days (Nifty 500: −4.5%).
  • Q2 FY26: Revenue ₹3,170 cr (+26% year on year), EBITDA ₹695 cr (+43% year on year), PAT ₹622 cr (+39% year on year), EBITDA margin 21.9% (+259 bps). Score 75 of 100, Above trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 259 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Profit rose ₹173 cr on a year ago, more than the ₹120 cr it added the year before. Share price after the results: +3.5% in 29 days (Nifty 500: +1.4%).
  • Q1 FY26: Revenue ₹2,907 cr (+26% year on year), EBITDA ₹623 cr (+32% year on year), PAT ₹604 cr (+30% year on year), EBITDA margin 21.4% (+101 bps). Score 70 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 101 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Profit rose ₹141 cr on a year ago, more than the ₹109 cr it added the year before. Share price after the results: +7.2% in 29 days (Nifty 500: +0.6%).
  • Q4 FY25: Revenue ₹2,470 cr (+7% year on year), EBITDA ₹525 cr (−2% year on year), PAT ₹530 cr (−2% year on year), EBITDA margin 21.3% (−194 bps). Score 17 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 194 bps year on year. Revenue fell 20% from last quarter. Revenue rose ₹151 cr on a year ago, against ₹385 cr the year before. Share price after the results: +12.1% in 30 days (Nifty 500: +3.7%).
  • Q3 FY25: Revenue ₹3,096 cr (+22% year on year), EBITDA ₹598 cr (+10% year on year), PAT ₹558 cr (+12% year on year), EBITDA margin 19.3% (−201 bps). Score 42 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 201 bps year on year. Revenue rose ₹555 cr on a year ago, more than the ₹356 cr it added the year before.
  • Q2 FY25: Revenue ₹2,509 cr (+31% year on year), EBITDA ₹485 cr (+40% year on year), PAT ₹449 cr (+36% year on year), EBITDA margin 19.3% (+133 bps). Score 82 of 100, Above trend. EBITDA margin rose 133 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 3% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Cummins India Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.