Stockrabit · Analysts
Questions across 2 calls

Aditya Mongia

Firm not listed in source transcripts

Cummins India Limited

FY2025 Q3 · 2026-02-05
Sir, a few questions from my side. Firstly, on this competitive intensity, it's been going around for some time. Should we kind of assume that the effect of the same are broadly inside the gross margins, the company is reporting? Or do you think that this could impact gross margin in the future as well?
Understood. The second question that I had, was you talked about the Distribution business more from the perspective of endeavors of the company. But if I have to kind of see through the end markets and how they are growing for you, for the market as a whole, which markets within Distribution are kind of firing more for you and the sustainability of that growth rate?
Cummins India Limited CC-Feb26.pdf · 2026-02-05
Sir, a few questions from my side. Firstly, on this competitive intensity, it's been going around for some time. Should we kind of assume that the effect of the same are broadly inside the gross margins, the company is reporting? Or do you think that this could impact gross margin in the future as well?
Understood. The second question that I had, was you talked about the Distribution business more from the perspective of endeavors of the company. But if I have to kind of see through the end markets and how they are growing for you, for the market as a whole, which markets within Distribution are kind of firing more for you and the sustainability of that growth rate?