Cummins India:- Riding the Data centre wave!
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- เผยแพร่เมื่อ 12 ก.ค. 2024
- 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)
#soic
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Your coverage on Cummins confirms my belief, Thanks!
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.
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.
Thank you so much for your kind words :) Hope to keep adding value
Good morning sir.have you nice day. You have a great power to simply and logically explain every sector .lots of thanks.
You are amazing analyst and I am learning a lot from you ❤
Thanks for your great work
Thank you sir, get well soon, god bless you
Really great and financially better beneficial, Thank u Ishmohit Sir
Working as data center facility engineer and I have to say you are spot on.
The way you explain things is such a Bliss..
Lot's of Love...
Keep growing ✌️✌️✌️
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.
Beautiful explained. Thanks for your Hard work and dedication. 🙏💐
Most Welcome Gurpreet :)
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.🙌
Thanks Amit for your kind words :) Hope to keep adding value
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.
@@ashwininikam6507 request you to showcase your knowledge then let other people to judge . You will get to know who is the best analyst
@@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.
Thanks bro Great knowledge
Thanks bro 👍 for your hard work & share awesome knowledge with us.
Most Welcome :) Hope to keep adding value
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 ..
Awesome knowledge sir.you are a respectful person in my heart.i am a great fan of you.
बहुत सुंदर । बहुत बहुत धन्यवाद hard work
Thanks
Your research is superb , indepth and really useful for all kinds of investors .fantastic job
Thanks a lot Brother 😇
Salute to your dedication & Hardwork 🙏
Most Welcome Rajan :)
Video achaa laga..soon going to buy your subscription.
Stay healthy ! Jai Hind.
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.
क्या बात है दोस्त जबर्दस्त वीडियो।। वाह बहुत खूब।। 🙏🏽🙏🏽🙏🏽❤️❤️❤️😊😊🥰🥰🥰🚩🚩🚩🚩🚩👍👍👍👍👍👍
You are an expert .Respect yr knowledge
Love your blogs sir , pls keep them coming.
Great research sir thank you so much for this
Thanks for sharing your valuable knowledge.
Most Welcome :)
Thank you for sharing the knowledge
Hopefully you are fit ishomith, best wishes for you and your teams.
Thanks for sharing your knowledge
Thanks Shubham :)
Lots of love n blessings
Your video always very informative and interesting
For example. Everything from roots to twigs to leaves and fruits
Amazing analisys of cumins India as a datacentre business.
To my mind risk outweighs reward. Thank you for enlightening
Thanks :)
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 👍🏻🙏🏻
Great coverage sir, thanks
Most Welcome Vikesh :)
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
Superb video as always
Sunday morning without soic video is like pura weekend bekar. Keep going brother.🥰🔥🔥
Nice to see you again.
What! You seem to be our family member or a friend or a guide or atleast a well wisher...
Great knowledgeable video.. 👍
Thank u so much sir 🙏
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
Excellent information on Cummins India, holding the stock for one year with almost 40 % returns
Thanks Abhijit :)
Superb information 👍👍
Thanks Suresh :) Hope to keep adding value
Great analysis thanks 🙏🙏🙏
Your analysis is always superb...keep it up
Thank you so much :)
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
Thnx sir your hard work
Fantastic research..good...keep it up...nice info...
Thanks Deepak :)
Great sir 🙏... please make video on Deepak fertilisers and petrochemical
I hope you get well soon. Because I can't miss your content.
Thanks Jagdish :)
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.
Yes, it is one of the Anti-thesis pointers
I also agreed with this....
I agree, the thesis in the video is not really convincing to me.
Very nice and informative video..thans...
Superb sir
Lots Of Love AndRespect From Share Acadmy By Ayaan Bhaiyya 💕💕💕
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! 🙏🏻😊
great, thanks for the calculation :)
@@SOICfinance Learning from you, Sensei (Master)..! 😅
Sir aap great ho
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.
🙏, wonderful analysis dear ish
Thanks Gangegowda :)
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
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.
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.
Super excited nolyj sar thynks🙏🙏
Most Welcome :)
You deserve an award for inventing such new words ...NOLYJ ...wah bhai wahh😂😂😂😂🤣🤣🤣🤣😁🤣😁😁🤣👹👹🙊🙊🙊🙊🙇🙇🙇🙇
Thanks sir🙏🙏🙏
Most Welcome Vinita :)
Superb analysis sir..waiting for today webinar ....p/e may be 24
Thanks Pradeep :) See you in the webinar
nice sir god bless you
Thanks Vikas :)
Well enjoyed, very informative n well explained 👏.
Put video on Honeywell.
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
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 :)
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
Discussed it further with users, for AC loads they still depend on DG set.
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...
As you mentioned cummins aquired hydrogen fuel cell based company.. This will be game changer deal for future
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 :)
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
Great learning video. Requesting you to please share the video for Devayani International or shappier foods. Are they going to be next jubliant foods.
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
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.
Excellent indepth anylisis.Thanks to team SOIC.🙏🙏
Jai Hind Sir
Super analysis sir, can you please make an analysis on ion exchange
Thanks for the wonderful presentation bhai ♥️
How's your health bhai ?
thorough analysis. Thanks great work. 👌👋Wondering why lauuches made by unlisted companies? Tax or patent?
Hi, I feel Hitachi energy is also establishing Data centers
Finally ❣️
Good one
Thanks :) Hope to keep adding value
17:44 I have a doubt, is the unlisted subsidiary you mentioned, a completely different entity similar to cummins listed company in India?
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.
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 :)
Sir please make a video on how to think about portfolio construction to ensure a cagr of 20 -- 25% over decades.🙏🙏
Hello Nikhil, we have made a detailed module on the same which is a part of SOIC Membership :)
@What’sapp➕➒➊➐➍➊⓿➑➌➌⓿➒➏ If you are from SOIC ?
@@SOICfinance Sir please confirm someone using your logo and asking fo contact on WhatsApp, please clarify.
It's a scammer. Please do not give any details
The scammers approaching is the symbol of success... Congratulations Sir...
Great fan of yours...
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.
Thanks Chitresh :) Yes, it is a anti-thesis pointer and strong one. Sure, will read them
Sir, Please a make a video on growing global shared service centre’s in Indiaand stock which may benefit
For data centre tata communications is a company to look for and also for iot
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
Hello Ankit, thanks for your kind words :) Major source is annual report, credit ratings, industry research reports & concalls
@@SOICfinance Thanks Ishmohit for reply. What Is u r thought process about valuation. Please eleberate. Thanks again
In a range since years. Risks are more than rewards.
Please do sectoral analysis of the textile industry. Thankyou.
Sure, noted your suggestion. Coming soon :)
Can you also make a video on Seimens..Ti think they are working on green energy especially Green Hydrogen through their various subsidiary..
Ishmohit is above expert level 👍🏽
Jai hind
JAI HIND :)
Sir inke pass hydrogen fuel cell tech hai toh -ve thesis kaise hua diesal genset. Fuel cell se replace kar denge. Am I right?
Video on Hitachi Energy and ABB
Good
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.
Amar Raja battery is also a proxy company , battery backup 100 percentage coverage
Solar power will effect in this business in future??
Before one year in my company standby power supply generator switched to solar power .
Sir please make a full analysis video on Great Eastern Shipping Company Ltd.