Analysts Reveal Top Stock Picks: Cummins India & Infosys Surge on Strong Outlook! Don't Miss Out!

Kotak Securities has recommended an 'Add' rating for Cummins India Ltd, setting a fair value at ₹4,600. The company is recognized for its strong position in diesel engines for power generation, especially in the growing data center segment. Unlike many capital goods companies, Cummins operates in a less cyclical space, focusing on steady demand sectors. In Q2FY26, Cummins India reported significant year-on-year growth in revenue (27%), EBITDA (44%), and PAT (42%), with improved EBITDA and gross margins. Management anticipates double-digit revenue growth in FY26 and sustained momentum.

Infosys Ltd has received a 'Buy' recommendation with a fair value of ₹1,800. Analysts view Infosys as a key player executing well in digital transformation and AI services. Despite near-term headwinds, its AI-first core, agile digital offerings, and continuous learning approach are strong points. The company reported a 26% year-on-year increase in large-deal Total Contract Value (TCV) to $3.1 billion and a 106% surge in new TCV to $2.05 billion in Q2FY26. Growth is expected to accelerate as discretionary spending improves.

Impact: This news is highly positive for Cummins India and Infosys, potentially driving investor interest and stock price appreciation. It signals strong performance and growth prospects for companies in the capital goods and IT services sectors, benefiting the broader Indian stock market. Impact rating: 8/10.