Value Investing

Cummins Inc. emerges as a global leader in the design and manufacturing of power solutions, including diesel and alternative fuel engines, and powertrain-related components. With a robust sustainability strategy aiming for net-zero emissions by 2050, Cummins combines financial health with strong market positioning due to its extensive R&D investments and global distribution network. BHEL, a major Indian public sector unit, specializes in heavy electrical equipment and is diversifying into renewables and EPC projects, aiming to leverage its dominance in the Indian market and expand internationally. Greaves Cotton, known for engines and heavy equipment, is transitioning towards clean energy technologies and electric vehicles, maintaining steady financial health through strategic innovations. CG Power focuses on electrical products for power generation, transmission, and distribution, currently restructuring to stabilize financially and regain market confidence after past challenges. Each company displays distinct strategies in adapting to technological advancements and market demands, with Cummins notably leading in innovation and sustainability efforts.