Cummins India shares drop by about 4% after the company reports first-quarter results for the period ended June. Multiple reports cite a year-on-year decline in net profit of roughly 7.8–8%, with profit falling to Rs 543 crore from Rs 589 crore in the same quarter last year. While profit eases, revenues rise, with Economic Times reporting an 18% increase versus the year-ago quarter. Analysts cited in the reports note that demand remains strong, but they also flag concerns about profit margins in the face of factors such as inflation. Another element mentioned across coverage is management change: Economic Times says Managing Director Shveta Arya is set to leave by the end of August. In its commentary, NDTV also notes that Nomura maintains a “Neutral” rating, reflecting a balanced view of the company’s outlook given the mix of higher sales and lower profits. Overall, the company expresses optimism about sustaining momentum despite cost and inflation pressures.