Cummins India Ltd (NSE:CUMMINSIND)
₹ 3,587.4 -30.5 (-0.84%) Market Cap: 993.90 Bil Enterprise Value: 959.66 Bil PE Ratio: 49.70 PB Ratio: 13.14 GF Score: 95/100

Q4 2025 Cummins India Ltd Earnings Call Transcript

May 29, 2025 / 04:30AM GMT
Release Date Price: ₹3169.4 (+6.50%)

Key Points

Positve
  • Cummins India Ltd (BOM:500480) reported a 15% increase in annual sales, reaching INR10,166 crores, with domestic sales up by 18% and exports by 6%.
  • The company achieved a 16% increase in profit before tax for the year, amounting to INR2,496 crores.
  • Exports showed significant growth in the quarter, with a 39% increase compared to the same quarter last year.
  • The industrial business segment saw a 29% increase in domestic sales year-over-year.
  • The company anticipates double-digit revenue growth for the financial year 2025-26, driven by strong demand across various segments.
Negative
  • Quarterly profit before tax decreased by 3% compared to the same quarter last year.
  • Domestic sales for the quarter were lower by 25% compared to the previous quarter.
  • Powergen domestic sales declined by 7% year-over-year and 31% quarter-over-quarter.
  • The company faces uncertainties due to changes in global tax and trade policies and geopolitical issues.
  • The transition to CPCB-IV plus volumes has not yet matched the previous CPCB-II levels, currently tracking at 80-85%.
Operator

Good morning, ladies and gentlemen. Welcome to Cummins India Limited Q4 FY 2024/'25 Earnings Conference Call. We hope you all are keeping safe and healthy. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Ms. Shveta Arya, Managing Director, Cummins India Limited. Thank you, and over to you, Ms. Arya Alia.

Shveta Arya

Thank you. Good morning, ladies and gentlemen. I hope you are all doing well and staying safe and healthy. I am Shveta Arya, Managing Director of Cummins India Limited. Joining me on the call today is Prasad Kulkarni, the Interim CFO of Cummins India Limited.

Thank you, all of you for joining us today on this call. I would now like to share the financial results for the year ended March 31, 2025, and for the quarter -- financial year '25, quarter 4. Starting with the year ended March 31, 2025. Our sales at INR10,166 crores, a are higher by 15% compared to INR8,816 crores recorded in the last year. Domestic sales at INR8,395 crores are higher by 18%, and Exports at INR1,771

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot