Stockrabit · Analysts
Questions across 2 calls

Devesh Kasliwal

Firm not listed in source transcripts

Cummins India Limited

FY2025 Q3 · 2026-02-05
Just wanted to understand on the battery energy storage systems that we have launched, the 10- feet and 20-feet containers. What is the addressable market in the long or medium term, the next 4, 5 years for us? And how are the customers taking on the product and the inquiries on that side?
Okay. And just a follow-up on that. So, let's say, in 5 years, what type of a revenue share are we targeting on this. Very nascent stage right now. Even a ballpark figure will do. And given like we have a range of around 200 kilowatt hours to 2 megawatt hours, so do you have any number that you can quantify the addressable market currently, that we are servicing to in the space?
Cummins India Limited CC-Feb26.pdf · 2026-02-05
Just wanted to understand on the battery energy storage systems that we have launched, the 10- feet and 20-feet containers. What is the addressable market in the long or medium term, the next 4, 5 years for us? And how are the customers taking on the product and the inquiries on that side?
Okay. And just a follow-up on that. So, let's say, in 5 years, what type of a revenue share are we targeting on this. Very nascent stage right now. Even a ballpark figure will do. And given like we have a range of around 200 kilowatt hours to 2 megawatt hours, so do you have any number that you can quantify the addressable market currently, that we are servicing to in the space?