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VERIFIEDMint Markets·neutral

Data centres are powering Cummins. Can growth justify the valuation?

AI Summary
  • ·Strong demand from hyperscalers and colocation operators is driving growth in Cummins India’s power-generation business.
  • ·The company's power-generation business is experiencing growth.
  • ·Potential headwinds include a rich valuation and export challenges.
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