Cummins India:- Riding the Data centre wave!

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Cummins India:- Riding the Data centre wave!
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Business Analysis - Cummins India Ltd
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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)
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Опубликовано:

27 июл 2024

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Комментарии : 253

@probirkumarbanerjee7260 2 года назад

Your coverage on Cummins confirms my belief, Thanks!

@virendersingh2214 2 года назад

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 2 года назад

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 2 года назад

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 2 года назад

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

@RajShah202 2 года назад

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

@readhee 2 года назад

Thank you sir, get well soon, god bless you

@ramasishbiswas4136 2 года назад

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

@_AmitVlogs 2 года назад

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 2 года назад

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

@ashwininikam6507 2 года назад

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 2 года назад

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

@DhrumilSakhavala 2 года назад

@@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 2 года назад

Thanks bro Great knowledge

@rajendrawadyalkar3809 2 года назад

Really great and financially better beneficial, Thank u Ishmohit Sir

@jaishree5800 2 года назад

बहुत सुंदर । बहुत बहुत धन्यवाद hard work

@SOICfinance 2 года назад

Thanks

@vaibhavithape1908 2 года назад

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

@Gurpreetsingh-lh6ss 2 года назад

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

@SOICfinance 2 года назад

Most Welcome Gurpreet :)

@Jain-kf5xu 2 года назад

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

@SOICfinance 2 года назад

Most Welcome :) Hope to keep adding value

@Dharmendar.Kumar2023 2 года назад

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

@asdfghjkl13069 2 года назад

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 2 года назад

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

@kasimshaikh3750 2 года назад

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

@ramasishbiswas4136 2 года назад

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

@rajanchauhan8140 2 года назад

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

@SOICfinance 2 года назад

Most Welcome Rajan :)

@aarnavjain1391 2 года назад

Love your blogs sir , pls keep them coming.

@virajdesai29 2 года назад

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

@nazirdhanani4536 2 года назад

Great research sir thank you so much for this

@mehedihassan1469 2 года назад

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

@vishalpandit9112 2 года назад

Lots of love n blessings

@naviniyerk455 2 года назад

You are an expert .Respect yr knowledge

@gee3655 2 года назад

Superb video as always

@learnersamanta921 2 года назад

Thanks for sharing your valuable knowledge.

@SOICfinance 2 года назад

Most Welcome :)

@koshyjoseph2605 2 года назад

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.

@Djrahul1000 2 года назад

Thank you for sharing the knowledge

@bhattaramit 2 года назад

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 2 года назад

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 2 года назад

To my mind risk outweighs reward. Thank you for enlightening

@SOICfinance 2 года назад

Thanks :)

@AmitKumar-nq4uf 2 года назад

Great knowledgeable video.. 👍

@Vikeshkumar-gv4bi 2 года назад

Great coverage sir, thanks

@SOICfinance 2 года назад

Most Welcome Vikesh :)

@abhijit5711 2 года назад

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

@SOICfinance 2 года назад

Thanks Abhijit :)

@ShubhamSahu-vl9zd 2 года назад

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

@SOICfinance 2 года назад

Thanks Shubham :)

@jaiparkash2003 2 года назад

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 2 года назад

Amazing analisys of cumins India as a datacentre business.

@riteshkjain 2 года назад

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 2 года назад

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

@nazirdhanani4536 2 года назад

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

@dhruvnair3061 2 года назад

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 2 года назад

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

@SOICfinance 2 года назад

Thanks Deepak :)

@tradehut2782 2 года назад

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 2 года назад

Yes, it is one of the Anti-thesis pointers

@rajnishkumargupta172 2 года назад

I also agreed with this....

@mac900282660 2 года назад

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

@sureshlaxman8629 2 года назад

Superb information 👍👍

@SOICfinance 2 года назад

Thanks Suresh :) Hope to keep adding value

@nitinpatil2342 2 года назад

Thank u so much sir 🙏

@Trirashmi 15 дней назад

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 2 года назад

Great analysis thanks 🙏🙏🙏

@pawanbhamoriya1852 2 года назад

Thnx sir your hard work

@DG-xk8rs 2 года назад

Your analysis is always superb...keep it up

@SOICfinance 2 года назад

Thank you so much :)

@knowledge_seeker_ 2 года назад

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 2 года назад

great, thanks for the calculation :)

@knowledge_seeker_ 2 года назад

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

@jagdishpancheshwar6177 2 года назад

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

@SOICfinance 2 года назад

Thanks Jagdish :)

@RebuildFC 2 года назад

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.

@omveerpal863 2 года назад

Superb sir

@WonderfulThings83 2 года назад

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 2 года назад

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 2 года назад

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 2 года назад

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 2 года назад

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 2 года назад

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

@bodhraj7043 Месяц назад

Very nice and informative video..thans...

@JatinSharma-lx4xi 2 года назад

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 2 года назад

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

@vamshi19881 2 года назад

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

@SOICfinance 2 года назад

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 :)

@gangegowdad6742 2 года назад

🙏, wonderful analysis dear ish

@SOICfinance 2 года назад

Thanks Gangegowda :)

@uvaiseahmed8929 2 года назад

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 2 года назад

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

@lilak1924 2 года назад

Sir aap great ho

@ayeteyilahi7437 2 года назад

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

@YogiJi748 2 года назад

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 2 года назад

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

@SOICfinance 2 года назад

Thanks Pradeep :) See you in the webinar

@praneethbharadwaj1846 2 года назад

Hi, I feel Hitachi energy is also establishing Data centers

@samridhibanduni 2 года назад

Thanks sir🙏🙏🙏

@SOICfinance 2 года назад

Most Welcome Vinita :)

@souvikroy8343 2 года назад

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 2 года назад

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

@lingarajpujari5714 2 года назад

Super excited nolyj sar thynks🙏🙏

@SOICfinance 2 года назад

Most Welcome :)

@graceMASTER777 2 года назад

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

@martinpaulhere 2 года назад

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

@vikassaini1065 2 года назад

nice sir god bless you

@SOICfinance 2 года назад

Thanks Vikas :)

@Unknown-ii7iw 2 года назад

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

@pritpalsinghchawla7820 2 года назад

Excellent indepth anylisis.Thanks to team SOIC.🙏🙏

@blockbuild2145 2 года назад

Jai Hind Sir

@nikunj2507 Месяц назад

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

@harshsharma5983 2 года назад

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

@sushantshelke7267 2 года назад

Finally ❣️

@YogiJi748 2 года назад

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

@rasikchauhan1105 2 месяца назад

Video on Hitachi Energy and ABB

@amreeksingh3323 11 дней назад

Good Analysis buddy

@SOICfinance 9 дней назад

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 2 года назад

Good one

@SOICfinance 2 года назад

Thanks :) Hope to keep adding value

@pchandra8698 2 года назад

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

@ankitvarde1709 2 года назад

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 2 года назад

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

@ankitvarde1709 2 года назад

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

@indranil1503 2 года назад

Please do sectoral analysis of the textile industry. Thankyou.

@SOICfinance 2 года назад

Sure, noted your suggestion. Coming soon :)

@nikhilpatil1644 2 года назад

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

@SOICfinance 2 года назад

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

@supriyakumari7462 2 года назад

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

@supriyakumari7462 2 года назад

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

@SOICfinance 2 года назад

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

@mohitjani4049 2 года назад

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

@sandeepsemlani 2 года назад

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 2 года назад

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 2 года назад

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 2 года назад

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

@dr.jayantiramdatti8957 2 года назад

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

@dilipkumarmishra1022 2 года назад

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

@pratikdungarwal4788 9 дней назад

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

@saurabhuttam4518 2 года назад

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.