Subdued exports might have marred the show. Yet Cummins India (KKC IN) product profile acts as insurance for critical applications like data storage, real estate and healthcare. The outlook here is stronger. True, outlook on exports is bleak. And that casts a cloud. Yet we remind that will not be forever. Given superior product profiles be it Q60 engines or be it dual fuel engine for DEMUs, the pricing power and cost efficiency we reiterate will keep the enviable RoE intact. We upgrade the stock to BUY from our earlier ACCUMULATE....