Cummins India Limited · NSE:CUMMINSIND
Cummins India — Investor Presentation (February 2025)
20 slides from Cummins India's investor presentation, Feb 17, 2025
Slide 1: Stock exchange intimation letter for investor/analyst call
Ref: STEX/SECT/2025 February 17, 2025 BSE Limited National Stock Exchange of India Limited P. J. Towers Exchange Plaza, 5th Floor Dalal Street, Plot No. C/1, G Block, Fort Mumbai Bandra – Kurla Complex 400001 Bandra (East) Mumbai 400051 BSE Scrip Code: 500480 NSE Symbol: CUMMINSIND Sub.: Presentatio
Slide 2: Preparing for a greener future
Preparing for a greener future Cummins India Ltd. Shveta Arya Managing Director, Cummins India Limited February 17, 2025 Public
Slide 3: Agenda
Agenda 01 Indian Economy – Opportunities & Challenges 02 Role of Cummins India Ltd. in the India growth story 2
Slide 4: Section I: Indian Economy – Opportunities & Challenges
Section I : Indian Economy – Opportunities & Challenges 3
Slide 5: India
$7 Trillion GDP by 2030; Net Zero by 2070 >6% growth Agriculture shift to Industrial 50% Renewable Advanced Emissions and electricity, 500GW alternate low carbon fuels India The world’s 3rd largest economy $1.72 Trillion 1.67 Billion People Infrastructure investment 2023-30 $4500 per capita Median a
Slide 6: India has evolved as a stable geopolitical region in the post pandemic era
India has evolved as a stable geopolitical region in the post pandemic era Strategic Growing New International Autonomy Cooperation Order Firm attachment to strategic Increasing strategic cooperation with Continues to support a liberal international autonomy, preserving maximum allies in Europe, Mid
Slide 7: Policy continuity across major sectors critical to sustain pace of growth & investment
Policy continuity across major sectors critical to sustain pace of growth & investment SECTORS EMERGING THEMES & MAJOR DEVELOPMENTS Energy Transition Installed RE capacity of 210GW as Increasing share of low National Hydrogen Mission to Focus on sustainability, on Dec-24. Annual capacity addition ca
Slide 8: Growth will be driven by..
Growth will be driven by.. 1 2 3 Energy Transition Workforce for the Digitalization, Credit and Independence world and the Consumer Transition toTopic here Leverage the demographic IndiaStack, growing renewable sources dividend to grow share of disposable income and with increasing per manufacturing
Slide 9: The grid is evolving with rapidly changing mix & growing demand
The grid is evolving with rapidly changing mix & growing demand Residential, Generation Transmission Distribution C&I Old Grid Infrastructure New Grid Infrastructure w/ Grid modernization DERs DERs Supply Intermittency, Congestion management, Balancing, Resiliency, Changing Load Integration of Renew
Slide 10: Energy transition will require coordinated efforts across industries
Energy transition will require coordinated efforts across industries Strategic Priorities Goals Plan of Action Energy Efficiency Improvements 500 GW Energy Renewable energy capacity by 2030 Increase production of domestic Natural Gas Security 50% Non-Fossil based energy by 2030 Decarbonization of Gr
Slide 11: India's need for backup power to continue; Diesel gensets to remain the preferred solution
India’s need for backup power to continue; Diesel gensets to remain the preferred solution While Per capita Power consumption is …Challenges continue to exist in the Diesel Gensets form the most increasing… generation, transmission, and dependable backup power source of all distribution of power ava
Slide 12: AI market in India to grow ~3x in next 3 years
AI market in India to grow ~3x in next 3 years at a CAGR of 25 – 30% AI market growth – India & global ($ Bn) Tailwinds driving India’s AI adoption 320 – 380 The IndiaAI mission : • 10,000 GPUs of compute capacity • Indigenous large multimodal models (LMMs) & domain-specific foundational models • #A
Slide 13: Hyperscale datacenters are growing at an exponential pace
Hyperscale datacenters are growing at an exponential pace Cloud/Hyperscale Colocation Enterprise Edge Owned & operated by the companies Owned & operated by a third party Owned & operated by a single Provide faster processing Business model they support on a large scale & leased to multiple businesse
Slide 14: Significant growth opportunities exist in Industrial markets
Significant growth opportunities exist in Industrial markets – Inherent need for customized & integrated solutions offering reliable performance & optimized TCO SECTORS RAIL MARINE MINING DEFENCE Silent auxiliary power 2030 carbon neutral target Energy 2030 Green Tugs program CEMM V norms in
Slide 15: India has emerged as a preferred destination for setting up GCCs
India has emerged as a preferred destination for setting up GCCs – Delivering greater depth & breadth of services at optimized costs Evolution in nature & value of work for GCCs Capabilities attracting investment Core Capabilities Digital Capabilities Software Development AI/ML & Deep Learning Embed
Slide 16: Section II: Role of Cummins India Ltd. in India growth story
Section II : Role of Cummins India Ltd. in India growth story 15
Slide 17: Our story
Our story WHY WE EXIST WHAT WE WANT TO ACCOMPLISH MISSION VISION Making people’s lives better by Innovating for our customers to powering a more prosperous world power their success OUR LEGACY 61 Years of Global manufacturing Technology Engineered for the Powering India footprint & supply Leadership
Slide 18: Destination Zero
Destination Zero Lower Advance low-carbon and Drive wide-scale Reduce well-to- emissions today zero carbon tech customer adoption wheel emissions Cummins will continue to innovate and invest as we advance along the path, by leveraging its manufacturing footprint in India. Make in India for the world
Slide 19: Cummins.
Cummins.
Slide 20: Slide 20
Cummins India — Investor Presentation (February 2025) on 6ix