Q3 2026 Cummins India Ltd Earnings Call Transcript
Key Points
- Cummins India Ltd (BOM:500480) reported a 7% increase in profit before tax before exceptional items, indicating strong operational performance.
- The company expects double-digit revenue growth for the financial year 2026, driven by demand across key segments.
- Distribution business sales increased by 26% over the previous year, showcasing robust growth in this segment.
- High horsepower exports saw a 15% increase over the previous year, reflecting strong demand in this category.
- The company is optimistic about the domestic market, with expectations of continued growth supported by government infrastructure spending.
- Overall sales were marginally lower by 1% compared to the same quarter last year, indicating a slight decline in revenue.
- Domestic sales decreased by 2%, reflecting challenges in the local market.
- Profit before tax after exceptional items fell by 12%, highlighting the impact of exceptional costs on profitability.
- Exports were lower by 14% compared to the previous quarter, indicating volatility in international markets.
- The power generation segment experienced a 16% decrease in domestic sales over the previous year, showing weakness in this area.
Good morning ladies and gentlemen.
Welcome to Cummins India Limited's Q3 F 2025 26 earnings conference call. We hope you all are keeping safe and healthy. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the commentary concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.
I now hand the conference over to Ms Shweta Ara, Managing Director, Cummins India Limited.
Thank you and over to you, Ms. Aria.
Thank you. Good morning, ladies and gentlemen. I'm Shweta Arra, managing director of Cummins India Limited. I hope you all are doing well. Soma Ghosh, CFO of Cummins India Limited, joins me on the call.
Thank you all for joining us today.
Now I would like to share the financial results of quarter 3, financial year 25-26 through this call.
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