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Questions across 4 calls

Renu Baid

IIFL

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2026-05-29
Yes. Hi, morning and thank you team for the opportunity. So, Shveta, my first question is while data center clearly has emerged as the fastest growth driver for us for the domestic PowerGen business. What in your view would change from a portfolio perspective as we move towards the increasing installed base from 1.5 gigawatts to 6 to 10 gigawatt? And as more larger scale data centers are coming up, 80 to 100 -megawatt range, close to 200 - megawatt range, how does the spec and the multiplier effect intensity of backup are going? Also with this, as we see the larger size engines being deployed here, which are largely imported today, how does the competitive landscape for you look like versus the current 60 liter where we are deeply localized versus players? So do you see market shares tapering for Cummins in the data center market over the next 4 years or even 2 years to look at in the near -term as we see larger size of data centers getting planned and deployed in the country? That's the first question.
Right. This question was specifically on the backdrop that over the last couple of quarters, especially in the last 3 months, we have seen large orders being finalized on the data centers and one by our competition, whether it's the likes of Perkins, Baudouin, be it Adani etc. So just trying to understand that incrementally, if competition is based at equal footing on imported engines, the relative cost benefit which Cummins was having on a 60 liter fully localized base will definitely narrow off versus peers. So how do you think our margin of profitability profile and our go-to-market strategy on pricing may change as we move towards a larger size of data centers which are in plans?
Cummins India Limited CC-Jun26.pdf · 2026-05-29
Yes. Hi, morning and thank you team for the opportunity. So, Shveta, my first question is while data center clearly has emerged as the fastest growth driver for us for the domestic PowerGen business. What in your view would change from a portfolio perspective as we move towards the increasing installed base from 1.5 gigawatts to 6 to 10 gigawatt? And as more larger scale data centers are coming up, 80 to 100 -megawatt range, close to 200 - megawatt range, how does the spec and the multiplier effect intensity of backup are going? Also with this, as we see the larger size engines being deployed here, which are largely imported today, how does the competitive landscape for you look like versus the current 60 liter where we are deeply localized versus players? So do you see market shares tapering for Cummins in the data center market over the next 4 years or even 2 years to look at in the near -term as we see larger size of data centers getting planned and deployed in the country? That's the first question.
Right. This question was specifically on the backdrop that over the last couple of quarters, especially in the last 3 months, we have seen large orders being finalized on the data centers and one by our competition, whether it's the likes of Perkins, Baudouin, be it Adani etc. So just trying to understand that incrementally, if competition is based at equal footing on imported engines, the relative cost benefit which Cummins was having on a 60 liter fully localized base will definitely narrow off versus peers. So how do you think our margin of profitability profile and our go-to-market strategy on pricing may change as we move towards a larger size of data centers which are in plans?
Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2023-08-04
My first question would be related to CPCBIV. While you mentioned that the production is now in place. Just want to understand from a different perspective, the FCR, which will be required for the gensets. They will be booked as revenue by CIL and supplied to GOEM, or this is directly forcing us for the purpose of the genset supplies?
Got it. Sure. So relatively, gross margins on the SCR portion could be a bit softer, so this would be a sourced components from the group enetities, right?

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Dec24.pdf · 2025-02-06
Yes. Sorry if I missed this in the start of the call. If I look at the YTD inflows, it's been quite weak, and we have reiterated INR7 billion to INR8 billion of annual guidance. So if you can help us with where are we placed with respect to L1 orders and orders where we expect closure in the next 3 to 4 months, that would be helpful? Also for next year, what sort of large orders do we have certainty, which are a part of the INR20 billion to INR30 billion order inflow guidance that we have given?