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What smart money is saying about Cummins India LimitedIndia flag

CUMMINSIND.BO · Industrials · Industrial - Machinery · Market cap $17.69B

1 fund in our archive has pitched Cummins India Limited — most recently Baron International Growth Fund in March 2026.

Company profile

Headquartered in Pune, India, and established in 1962, Cummins India Limited operates as a subsidiary of Cummins Inc. The company's core business revolves around the engineering, manufacturing, distribution, and servicing of diverse engines, generator sets, and related technological solutions across India. Its operations are primarily categorized into two divisions: Engines and Lubes. Cummins India provides a comprehensive array of engine solutions, including models like accelera and G-drive, as well as specialized pump and compressor engines. These power critical operations across numerous industries such as agriculture, construction, marine, mining, oil and gas extraction, and various transportation sectors including truck and rail. In the realm of power generation, the company delivers generators, integrated power systems, alternators, transfer switches, and advanced control systems. These are essential for sectors like data centers, healthcare facilities, hospitality, infrastructure development, manufacturing plants, marine applications, and the real estate sector. Beyond its primary offerings, the company supplies a wide range of ancillary products and services. These encompass Holset turbochargers, power turbines, two-stage systems, aftertreatment solutions, sophisticated electronics, and fuel systems. It also provides digital products, spare parts, and extensive sales and service support. Cummins India's market extends internationally, with significant exports to the United States, Europe, Mexico, Africa, the Middle East, and China.

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Fund coverage · 1 thesis

  • Baron International Growth Fund
    March 2026

    Cummins India is a dominant power generation engine maker with strong competitive advantages and data center-driven growth.

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