@Jokatrader@nid_rockz Cummins Indiaβs Q1FY27 sales rose 18% YoY to βΉ3,375 crore, led by 22% domestic growth, while exports were flat. PBT margin declined to 21.4% amid commodity-cost and inflationary pressures.
@AnyBodyCanFly Cycle order usually looks like this:
Commodity prices rise
Commodity producers outperform
Capex & infra spending increases
Capital goods + power + logistics benefit
Finally, consumption recovers.