Cummins Sees Strong Demand But Flags Commodity & Fuel Pressure

Cummins India may be enjoying strong business growth, rising margins, and robust demand, but the company is also sounding a note of caution on global risks and rising costs. In an exclusive interaction, Shveta Arya, Managing Director, Cummins India said infrastructure spending and healthy demand across sectors continue to support growth momentum. However, geopolitical tensions, fuel-related disruptions, and rising commodity prices are emerging as key challenges for the company and its suppliers. Cummins acknowledged that while the overall environment remains positive, cost pressures and uncertainty in the global economy could impact margins going forward. The company also highlighted that the impact on working capital due to the West Asian crisis remains manageable for now. Despite the challenges, Cummins believes there is still room for stronger growth and operational improvement ahead.