Cummins India – Sector: Industrial Equipment/EV Components Breakout Trigger:

surged after its JV with Tata Motors launched India’s first hydrogen-based internal combustion engine. This move aligns with India’s National Hydrogen Mission. Long-Term Opportunity: A global supplier of engines and power solutions, Cummins is pivoting towards clean mobility solutions, making it a long-term bet in the hydrogen and electric mobility space. Learning Point: Track companies making technological transitions in line with national policies for future-proof investing.