Cummins India:- Riding the Data centre wave!

Cummins India:- Riding the Data centre wave!
Top 🏫 SOIC Membership (Intensive Course + Continuous & Live Classes + Sectoral Analysis)
soic.in/soicmembership/
SOIC Stock Scan Tool: www.stockscans.in/home
SOIC Research: www.soicresearch.in/home?subs...
🎞 Link to the presentation: soic.in/visualization
SOIC Membership Brochure: drive.google.com/file/d/19Gxx...
Tijori Finance 🤝SOIC: In case you want to sign up for Tijori Finance, here is a referral code: SOIC025. You will get 10% off at the time of sign up. :)
tijorifinance.com/account/sub...
📰 Link to the SOIC Newsletter: soic.in/blogs
🎵 Song: My My Snake Eyes (Feat. Malena Stark) - The Darkness Of The Light
Business Analysis - Cummins India Ltd
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
🔗 Website: soic.in/
📱 Android Mobile Application:
play.google.com/store/apps/de...
🐦 Twitter: / soicfinance
📸 Instagram: intrinsicco...
📧 Email: [e-mail]
🎞 Presentation Link: www.soic.in/visualization
🎥 KZbin: / @soicfinance
LinkedIn: / intrinsic-compounding
Facebook: / intrinsic-compounding-...
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
Time stamps:
Intro & Important Concept (00:00)
Data Centre Opportunity (3:29)
Business Models (5:20)
History (6:30)
Product Segments (8:12)
Thesis Pointers (14:32)
Antithesis Pointers (17:40)
Valuations & Risks (19:37)
#soic

[@probirkumarbanerjee7260]

Your coverage on Cummins confirms my belief, Thanks!

[@virendersingh2214]

Nice. we can also relate Redington and DLink as data centre linked business. Simultaneously the High end UPS manufacturer are also basic Data centre proxies.

[@rajatbanerjee6323]

Love the discussion on Risk and reward. Get the clear insight about Cummins India's business. Particularly, the first anti-thesis pointer on subsidy seems very important. It would be great if this presentation includes the players that may be benefited from the theme and what is the competitive advantages of Cummins India. Basically, I missed the peer-comparison. It is a great learning experience as always.

[@investingfordummies5347]

Good to see back in good shape. Very helpful and informative video. Always learning from you and your team. Thank you for putting out high quality content in free.

[@SOICfinance]

Thank you so much for your kind words :) Hope to keep adding value

[@RajShah202]

You are amazing analyst and I am learning a lot from you ❤ Thanks for your great work

[@readhee]

Thank you sir, get well soon, god bless you

[@ramasishbiswas4136]

Good morning sir.have you nice day. You have a great power to simply and logically explain every sector .lots of thanks.

[@_AmitVlogs]

I really want to say this few day ago i was doing research on this topic as Microsoft tie up with Hyderabad for data centre setup and now you made this video. Thank you brother for such useful content.🙌

[@SOICfinance]

Thanks Amit for your kind words :) Hope to keep adding value

[@ashwininikam6507]

This one of the worst analysis. It's really in divert people. I know Cummins india and data center very well. Both businesses not 100% dependent. Very poor analysis.

[@harmeetsingh1991]

@@ashwininikam6507 request you to showcase your knowledge then let other people to judge . You will get to know who is the best analyst

[@DhrumilSakhavala]

@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.

[@shyamdeshmukh2368]

Thanks bro Great knowledge

[@rajendrawadyalkar3809]

Really great and financially better beneficial, Thank u Ishmohit Sir

[@jaishree5800]

बहुत सुंदर । बहुत बहुत धन्यवाद hard work

[@SOICfinance]

Thanks

[@vaibhavithape1908]

The way you explain things is such a Bliss.. Lot's of Love... Keep growing ✌️✌️✌️

[@Gurpreetsingh-lh6ss]

Beautiful explained. Thanks for your Hard work and dedication. 🙏💐

[@SOICfinance]

Most Welcome Gurpreet :)

[@Jain-kf5xu]

Thanks bro 👍 for your hard work & share awesome knowledge with us.

[@SOICfinance]

Most Welcome :) Hope to keep adding value

[@Dharmendar.Kumar2023]

Video achaa laga..soon going to buy your subscription. Stay healthy ! Jai Hind.

[@asdfghjkl13069]

You will be next warren buffet ... Kya knowledge hain sir aapka.. Aapka lecture sunke kabhi kabhi mujhe frustration aata hain ki mujhe kuch pata hi nahin hain.. Speechless ..

[@KumarRajput1322]

क्या बात है दोस्त जबर्दस्त वीडियो।। वाह बहुत खूब।। 🙏🏽🙏🏽🙏🏽❤️❤️❤️😊😊🥰🥰🥰🚩🚩🚩🚩🚩👍👍👍👍👍👍

[@kasimshaikh3750]

Working as data center facility engineer and I have to say you are spot on.

[@ramasishbiswas4136]

Awesome knowledge sir.you are a respectful person in my heart.i am a great fan of you.

[@rajanchauhan8140]

Thanks a lot Brother 😇 Salute to your dedication & Hardwork 🙏

[@SOICfinance]

Most Welcome Rajan :)

[@aarnavjain1391]

Love your blogs sir , pls keep them coming.

[@virajdesai29]

Your research is superb , indepth and really useful for all kinds of investors .fantastic job

[@nazirdhanani4536]

Great research sir thank you so much for this

[@mehedihassan1469]

Sunday morning without soic video is like pura weekend bekar. Keep going brother.🥰🔥🔥

[@vishalpandit9112]

Lots of love n blessings

[@naviniyerk455]

You are an expert .Respect yr knowledge

[@gee3655]

Superb video as always

[@learnersamanta921]

Thanks for sharing your valuable knowledge.

[@SOICfinance]

Most Welcome :)

[@Djrahul1000]

Thank you for sharing the knowledge

[@koshyjoseph2605]

Superb analysis of Cummins India and a solid company of reputation in Engines used in critical applications. On risk Reward front it loose the charm. Will be in my radar if a merger or other positives emerge. Hat's off to your value addition.

[@bhattaramit]

This company is really for the long term investment and also if invested into the stock will give the very slow and steady Returns for the long time in fact this company should be invested for next 10 to 15 or maybe 20 years then we may find the price of may be 10000 rupees

[@mohammadsaleem6328]

Nice to see you again. What! You seem to be our family member or a friend or a guide or atleast a well wisher...

[@captainshankarretd5095]

To my mind risk outweighs reward. Thank you for enlightening

[@SOICfinance]

Thanks :)

[@AmitKumar-nq4uf]

Great knowledgeable video.. 👍

[@Vikeshkumar-gv4bi]

Great coverage sir, thanks

[@SOICfinance]

Most Welcome Vikesh :)

[@abhijit5711]

Excellent information on Cummins India, holding the stock for one year with almost 40 % returns

[@SOICfinance]

Thanks Abhijit :)

[@ShubhamSahu-vl9zd]

Hopefully you are fit ishomith, best wishes for you and your teams. Thanks for sharing your knowledge

[@SOICfinance]

Thanks Shubham :)

[@jaiparkash2003]

Bhai ji kuch smajh main aaya ya na aaya par ek baat dil ko chu gyi or wo thi JAI HIND. JAI HIND BHAI JI

[@devjibhaiparmar4992]

Amazing analisys of cumins India as a datacentre business.

[@riteshkjain]

Great company. No doubt. Was holding Cummins but exited on the anti thesis of Diesel phase out. Better to enter new age and company who are adopting new technology. Thanks for highlighting few anti-thesis which I was not aware. Thank you Ishmohit 👍🏻🙏🏻

[@pravin1816]

Great sir 🙏... please make video on Deepak fertilisers and petrochemical

[@nazirdhanani4536]

Your video always very informative and interesting For example. Everything from roots to twigs to leaves and fruits

[@dhruvnair3061]

Sir just discovered your channel! I am in love with your content and the in depth analysis of it really amazing 😍 can you please make a playlist of different industry analysis and it's in-depth study

[@deepaks9045]

Fantastic research..good...keep it up...nice info...

[@SOICfinance]

Thanks Deepak :)

[@tradehut2782]

Overall it feels too diversified to really benefit from the data centre trend. The diesel engine business will counter any growth coming from data centres.

[@SOICfinance]

Yes, it is one of the Anti-thesis pointers

[@rajnishkumargupta172]

I also agreed with this....

[@mac900282660]

I agree, the thesis in the video is not really convincing to me.

[@sureshlaxman8629]

Superb information 👍👍

[@SOICfinance]

Thanks Suresh :) Hope to keep adding value

[@nitinpatil2342]

Thank u so much sir 🙏

[@Trirashmi]

Most MNCs are not small investors friendly- Cummins is no exception. Despite long history/reputation, it doesn’t pay any dividends at all. Till now no splits/bonus. Meaning the entire surplus went somewhere:). In the capex boom cycle everything shines.

[@ranjeetdhillon7989]

Great analysis thanks 🙏🙏🙏

[@pawanbhamoriya1852]

Thnx sir your hard work

[@DG-xk8rs]

Your analysis is always superb...keep it up

[@SOICfinance]

Thank you so much :)

[@knowledge_seeker_]

Great video! Their other income is in range of 470 Cr. Hence, PAT will be 516 Cr, excluding other income & considering tax of 24%(that too fluctuates between 16-30% in its case) Thus, the actual PE for the business is 50. Atleast, I'm not interested in this valuation with the possible downside (price correction/ low or no growth from here). Looking forward to see you in webinar! 🙏🏻😊

[@SOICfinance]

great, thanks for the calculation :)

[@knowledge_seeker_]

@@SOICfinance Learning from you, Sensei (Master)..! 😅

[@RebuildFC]

Please try and make videos on IT Services stocks like MINDTREE, PERSISTENT SYSTEMS, MPHASIS etc and how to approach such companies as they all tend to be in same verticals (BFSI etc) and do similar work.

[@jagdishpancheshwar6177]

I hope you get well soon. Because I can't miss your content.

[@SOICfinance]

Thanks Jagdish :)

[@omveerpal863]

Superb sir

[@WonderfulThings83]

Great learning video. Requesting you to please share the video for Devayani International or shappier foods. Are they going to be next jubliant foods.

[@madannipunn]

Though diesel engine phasing out is a big negative, but hydrogen fuel cell can be a big play, we have seen what has happened with companies suffixed with renewables

[@SOICfinance]

Hello, yes it is a major thesis and anti-thesis pointers. Lets see how it goes and we would be tracking the progress of the company :)

[@shashankyerdoor]

Thank you for the video. Anti theses far outweighs the thesis. New technologies are likely to be given to the unlisted company and listed will be stuck with diesel or old tech orders. Sunset industries are trading at pe of less than 10. This one with inflated other income is at 33. As Vijia Kedia sir says stay out of sunset industry at any cost.

[@menghaniv]

Dear Sir with increasing reliability of electricity and most of the data centre going for Renewable plus battery storage, whether this analysis hav long term implications Good to see Fuel cell analysis

[@menghaniv]

Discussed it further with users, for AC loads they still depend on DG set.

[@bodhraj7043]

Very nice and informative video..thans...

[@JatinSharma-lx4xi]

Amazing analysis yet again ishmohit. Request you to make a video on caplin point laboratories as the business model is amazing and the company is practically a cash flow machine.

[@abhijitbose2536]

I would put this company in the high risk high reward category with rewards outweighing risks. Logic being the fact that with its worldwide spend on R&D an alternative to diesel engine generators will definitely be found. They are highly aware of government policies

[@gangegowdad6742]

🙏, wonderful analysis dear ish

[@SOICfinance]

Thanks Gangegowda :)

[@vamshi19881]

As you mentioned cummins aquired hydrogen fuel cell based company.. This will be game changer deal for future

[@SOICfinance]

Yes, it can be. Let's see how it goes. We would be tracking the company on a continuous basis and will update you all :)

[@uvaiseahmed8929]

Thanks for the the video. Appreciate you and your teams effort. Do you think global geo political tensions will also be a key anti thesis here? Because its a data centre to keep data safe and secure and if customers are planning to store their data across the geography for various reasons like backup, replicas etc, will india be one of the key /preferable location for global customers? Thanks

[@KrishanKumar-wk7uo]

Well enjoyed, very informative n well explained 👏. Put video on Honeywell.

[@lilak1924]

Sir aap great ho

[@ayeteyilahi7437]

Lots Of Love AndRespect From Share Acadmy By Ayaan Bhaiyya 💕💕💕

[@YogiJi748]

And one video on Hcl tech as they bought Sankalp Semiconductor in 2019...now we have a huge PLI scheme for Semiconductor and the way HCL is placed with their Tech and Hardware business via Hcl Infosystem...

[@neo1061]

Superb analysis sir..waiting for today webinar ....p/e may be 24

[@SOICfinance]

Thanks Pradeep :) See you in the webinar

[@praneethbharadwaj1846]

Hi, I feel Hitachi energy is also establishing Data centers

[@samridhibanduni]

Thanks sir🙏🙏🙏

[@SOICfinance]

Most Welcome Vinita :)

[@souvikroy8343]

Hey Ishmohit I hope your health is good now love to see your analysis on kpit technology as it is working on hydrogen fuel cell

[@toplist3257]

Super analysis sir, can you please make an analysis on ion exchange

[@lingarajpujari5714]

Super excited nolyj sar thynks🙏🙏

[@SOICfinance]

Most Welcome :)

[@graceMASTER777]

You deserve an award for inventing such new words ...NOLYJ ...wah bhai wahh😂😂😂😂🤣🤣🤣🤣😁🤣😁😁🤣👹👹🙊🙊🙊🙊🙇🙇🙇🙇

[@martinpaulhere]

thorough analysis. Thanks great work. 👌👋Wondering why lauuches made by unlisted companies? Tax or patent?

[@vikassaini1065]

nice sir god bless you

[@SOICfinance]

Thanks Vikas :)

[@Unknown-ii7iw]

17:44 I have a doubt, is the unlisted subsidiary you mentioned, a completely different entity similar to cummins listed company in India?

[@pritpalsinghchawla7820]

Excellent indepth anylisis.Thanks to team SOIC.🙏🙏

[@blockbuild2145]

Jai Hind Sir

[@nikunj2507]

Sir, Please a make a video on growing global shared service centre’s in Indiaand stock which may benefit

[@harshsharma5983]

For data centre tata communications is a company to look for and also for iot

[@sushantshelke7267]

Finally ❣️

[@YogiJi748]

Can you also make a video on Seimens..Ti think they are working on green energy especially Green Hydrogen through their various subsidiary..

[@rasikchauhan1105]

Video on Hitachi Energy and ABB

[@amreeksingh3323]

Good Analysis buddy

[@SOICfinance]

We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@tapani7590]

Good one

[@SOICfinance]

Thanks :) Hope to keep adding value

[@pchandra8698]

In a range since years. Risks are more than rewards.

[@ankitvarde1709]

Awesome knowlegable video as u shared always. Love the concept of risk reward. Can u share source of study with us for more improvement for self study

[@SOICfinance]

Hello Ankit, thanks for your kind words :) Major source is annual report, credit ratings, industry research reports & concalls

[@ankitvarde1709]

@@SOICfinance Thanks Ishmohit for reply. What Is u r thought process about valuation. Please eleberate. Thanks again

[@indranil1503]

Please do sectoral analysis of the textile industry. Thankyou.

[@SOICfinance]

Sure, noted your suggestion. Coming soon :)

[@nikhilpatil1644]

Sir please make a video on how to think about portfolio construction to ensure a cagr of 20 -- 25% over decades.🙏🙏

[@SOICfinance]

Hello Nikhil, we have made a detailed module on the same which is a part of SOIC Membership :)

[@supriyakumari7462]

@What’sapp➕➒➊➐➍➊⓿➑➌➌⓿➒➏ If you are from SOIC ?

[@supriyakumari7462]

@@SOICfinance Sir please confirm someone using your logo and asking fo contact on WhatsApp, please clarify.

[@SOICfinance]

It's a scammer. Please do not give any details

[@mohitjani4049]

The scammers approaching is the symbol of success... Congratulations Sir... Great fan of yours...

[@sandeepsemlani]

As always SOIC is best. I have one suggestion i wish you can add in video that is it correct price to enter stock and technicals that would be much more helpful and key addition to analysis.

[@SOICfinance]

Hello Sandeep, we are coming up with a tool on the valuation so you all can judge the value of the company. In this video, we presented our views on Valuation at end :)

[@chitreshmody6661]

Great video Ishmohit. As a company Cummins is in good space but dont like their unlisted subsidiary. Hence if other companies are in similar products then it makes sense to study kirloskar and mahindra as they could also benefit from growth in data centers.

[@SOICfinance]

Thanks Chitresh :) Yes, it is a anti-thesis pointer and strong one. Sure, will read them

[@dr.jayantiramdatti8957]

Dear Ismohit hope now you are fine. If possible plan to comparative analysis between apparel companies like Rupa and Dollar Ind

[@pratikdungarwal4788]

Thanks Buddy , could you cover Kirloskar Oil also as a proxy for DC in yoir next video

[@dilipkumarmishra1022]

Sir, why discussed these type of stock... Sir, pls make a video on IGL. I am holding IGL @414/- Time to quit or not?

[@saurabhuttam4518]

Great analysis. Though chances of benefits from data centres is very low. As more towards diesel things... And brother, video on LTTS is long pending now. Please do analysis. As one of the best Companies for future.. But without your analysis it is just an ordinary company for me.

[@sambasivansambasivan7092]

It is said that Data is Gold. So data should be stored within India. Then why we sell Gold (for instance LIC) to FDIs.

[@YogeshvsYT]

Ishmohit is above expert level 👍🏽

[@rajputfbd]

Amar Raja battery is also a proxy company , battery backup 100 percentage coverage

[@praveenkumar-vr6rh]

Sir please make a full analysis video on Great Eastern Shipping Company Ltd.