Update shared on 12 Nov 2025
Fair value Increased 5.47%Analysts have raised their price target for Cummins India from ₹3,971.83 to ₹4,189.17, citing an improved profit margin outlook. This adjustment comes despite only minor shifts in growth assumptions and discount rates.
What's in the News
- A board meeting is scheduled for November 6, 2025, to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025. The agenda also includes approval of the Postal Ballot Notice and appointment of Scrutinizer (Key Developments).
- A Special/Extraordinary Shareholders Meeting was held on October 7, 2025, to consider the appointment of Mr. Thierry Bruno Pimi Nouyeuwe as a Non-Executive and Non-Independent Director and Ms. Vibha Paul Rishi as a Non-Executive and Independent Director (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly from ₹3,971.83 to ₹4,189.17.
- The discount rate has increased marginally from 14.74% to 14.86%.
- The revenue growth assumption has edged down from 12.12% to 12.00%.
- The net profit margin estimate has improved from 18.89% to 19.34%.
- The future P/E ratio has declined moderately from 56.64x to 55.57x.
Disclaimer
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