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500480: Profit Margin Gains And Revenue Outlook Will Support Balanced Assessment

Update shared on 27 Nov 2025

Fair value Increased 5.55%
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AnalystConsensusTarget's Fair Value
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1Y
28.5%
7D
4.7%

Analysts have raised their price target for Cummins India from ₹4,189 to ₹4,422, citing modest improvements in estimated revenue growth and profit margin outlooks.

What's in the News

  • Cummins India projects double-digit revenue growth for the financial year 2025 to 2026, based on updated earnings guidance (Key Developments).
  • Board meeting scheduled on November 6, 2025 to review and approve unaudited financial results for the quarter and half-year ended September 30, 2025, as well as other key decisions including the approval of a postal ballot and appointment of a scrutinizer (Key Developments).
  • Special shareholders meeting set for October 7, 2025 with the agenda to appoint 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

  • Fair Value: Increased from ₹4,189 to ₹4,422, representing a modest rise in estimated worth.
  • Discount Rate: Edged up slightly from 14.86% to 14.88%.
  • Revenue Growth: Projected growth has increased marginally, moving from 12.00% to 12.12%.
  • Net Profit Margin: Improved slightly from 19.34% to 19.44%.
  • Future P/E: Risen from 55.57x to 58.21x. This indicates higher expected valuation multiples.

Disclaimer

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