Cummins India Limited

rs,

August 12, 2021 The Relationship Manager, DCS-CRD BSE Limited (BSE), Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai 400 001 BSE Scrip Code: 500480 National Stock Exchange of India Limi

23%

cross Industrial Business, Power-generation and Aftermarket 3,200+ employees across India with 23% gender diversity Country-wide network- 20 dealerships, 450 service points catering 2,20,000+

900 million

en and girls since launch in 2018 Investing in future  Record 312 patents received  More than $900 million on research, development and engineering for a third consecutive year Rebound after historic dec

6.1 Billion

apitalized on the back of market recovery Public 7 Financial Performance CMI Q2 2021 Revenue: 6.1 Billion Up 59% from Q2 2020 EBITDA*: $974 million, 15.9 percent of sales Compared to $549 Million, 14.3

59%

he back of market recovery Public 7 Financial Performance CMI Q2 2021 Revenue: 6.1 Billion Up 59% from Q2 2020 EBITDA*: $974 million, 15.9 percent of sales Compared to $549 Million, 14.3 percen

974 million

Public 7 Financial Performance CMI Q2 2021 Revenue: 6.1 Billion Up 59% from Q2 2020 EBITDA*: $974 million, 15.9 percent of sales Compared to $549 Million, 14.3 percent of sales, in Q2’20 888 Impact o

549 Million

venue: 6.1 Billion Up 59% from Q2 2020 EBITDA*: $974 million, 15.9 percent of sales Compared to $549 Million, 14.3 percent of sales, in Q2’20 888 Impact of COVID-19. Our Response 9 Impact of COVID-19 S

rs 11

e remain committed to bring best-in-class technologies to serve our customers and other stakeholders 11 Cummins India* COVID-19 Vaccination drive  19,000+ employees and dependents vaccinations till dat

4.5 lakh

of 82.5-125 kVA; B3.3 and QSB7 gensets for Exports market Living our promise of dependability  4.5 lakh service calls registered; 98% resolution rate  Launched Cummins Aashwasan Strengthening Communit

98%

ets for Exports market Living our promise of dependability  4.5 lakh service calls registered; 98% resolution rate  Launched Cummins Aashwasan Strengthening Communities  1,50,000+ lives touched

₹ 4,256

cy accelerator program conducted virtually 15 Financial Performance CIL FY 2020-21 Revenue: ₹ 4,256 Cr Profit before Interest Tax: ₹ 824 Cr Cash generated from operations: ₹ 788 Cr Dividend: 750%

₹ 824

lly 15 Financial Performance CIL FY 2020-21 Revenue: ₹ 4,256 Cr Profit before Interest Tax: ₹ 824 Cr Cash generated from operations: ₹ 788 Cr Dividend: 750% 161616 CIL Revenue & PBIT Trend ₹ C

“last year as a result of cost optimization and other productivity measures 17 Domestic vs Exports Trend Domestic CAGR (10.5)% Exports CAGR (16.5)% ₹ Cr CAGR: (12.2)% 32% 30% 70% 32% 26% 30% 74% 26% 27% 27% 73% 68% 68% 70% 74% 73% 18 Dividend Trend ₹ Cr 850% 471 500 400 300 200 100 - 700% 750% 388 416 1000% 800% 600% 400% 200% 0% -200% FY 2019 FY 2020 FY 2021 * Excluding Dividend Distribution tax FY FY 2019 FY 2020 FY 2021 Dividend Payout% (as a % of Profit after Tax) 79% 68% 67% 19 The Future.”

Profit before Interest Tax

1

Revenue CAGR

1

Sales

1

Profit before Interest Tax

₹ 824 Cr Cash generated from operations: ₹ 788 Cr Dividend: 750% 161616 CIL Revenue & PBIT Trend ₹ Cr 5526 5,526 1,047 FY 2019

Sales

• FY 2019 registered record high sales of ₹ 5,526 Cr. • FY 2020 and FY 2021 significantly impacted due to pandemic PBIT : 3.5% PBIT expansion vs. last year as a result of cost optimization and other productivity measures 17 Domestic vs Exports Trend Domestic CAGR (10.5)% Exports CAGR (16.5)% ₹ Cr CAGR: (12.2)% 32% 30% 70% 32% 26% 30% 74% 26% 27% 27% 73% 68% 68% 70% 74% 73% 18 Dividend Trend ₹ Cr 850% 471 500 400 300 200 100 - 700% 750% 388 416 1000% 800% 600% 400% 200% 0% -200% FY 2019 FY 2020 FY 2021 * Excluding Dividend Distribution tax FY FY 2019 FY 2020 FY 2021 Dividend Payout% (as a % of Profit after Tax) 79% 68% 67% 19 The Future. Our Growth Strategy 20 Key macroeconomic megatrends Impetus on infrastructure growth  Stall in infrastructure spending due to COVID giving rise to pent- up demand Leapfrog in digitalization and automation  Faster e-commerce growth, Artificial Intelligence and Machine Learning, Industry 4.0 Combating climate change  Reduction in emission intensity and