From Multibagger Glory to 2025 Rally: Shakti Pumps vs Cummins India vs Kirloskar Oil Engines Comparison

ABOUT THE COMPANY

Shakti Pumps (India) Limited is a prominent player in the Indian manufacturing landscape, specializing in energy efficient pumps and motors, with strong focus on solar powered pumping solution. The company benefits from government schemes like PM- KUSUM, driving bulk institutional demand. Company serves customers spread across diverse industries including solar, agriculture, commercial, sewage & drainage, industrial, etc. In January 2024 company acquired 46 acres of land in Pithampur, MP to set up a new plant and double its existing capacity of pumps/ motors. Company plans to incur a capex of Rs. 560 Cr over FY25-FY27. Company stands at a market capitalization of Rs 8,738 Crores. Promoters hold 50.31% of the company as of September 2025 and FII’s and DII’s holding stands at 5.60% and 6.71% respectively.

Quick peer context:

Company NameMarket CapitalizationReturn On Capital EmployedReturn On Equity
Cummins India₹ 1,25,223 Crores36.32 %28.15 %
Kirloskar Oil₹ 18,553.97 Crores    13.68 %  15.40 %
Shakti Pumps₹ 8,737.56 Crores55.31 %42.64 %

Cummins India and Kirloskar Oil are involved in manufacturing of pumps, motors, engine powered by fuel whereas Shakti pumps is a niche-based manufacturing company specialized in manufacturing of solar powered pumps and motors thus its lower capitalization is justified against its competitors.

ROCE and ROC of Shakti Pumps are both better when compared to its competitors, which shows that the management is successful in generating returns on the capital employed and making best use of its resources.

Analysis of the Financial Statements

Revenue Growth Trend

Sales of the company have multiplied 8 times in the past 5 years. CAGR for the 5 years of the company is 45.71%. As of Q2 FY25, the company has an order book of Rs. 1,800 Cr. The robust order book ensures that the same rate of growth can be expected in the future.

March 2020March 2021March 2022March 2023March 2024March 2025
383 CRORES930 CRORES1,179 CRORES968 CRORES1,371  CRORES2,516  CRORES

Profitability & Margin Analysis

Operating profits margin of the company improved significantly, indicating management efficiency towards cutting costs and making better profits for the investors. Promoters of the company are holding more than 50% of the company assured that the management would try their best to cut costs and make better profit for its shareholders and the robust order book ensures greater volume in sales in the future.

March 2020March 2021March 2022March 2023March 2024March 2025
3%15%9%7%16%24%

Balance Sheet Strength

Total Assets of the company have been growing at a steady rate over the years, out of the total asset’s majority is covered by trade receivable which is recoverable in the upcoming year. Fixed assets have shown growth throughout the years, and the investment plan of the management indicates high volume of addition is expected to be seen in the company’s assets in the future.

March 2020March 2021March 2022March 2023March 2024March 2025
6,196 Crores5,956 Crores7,112 CRORES7,919 CRORES8,971 CRORES10,168  CRORES

Debt Profile

Company is working on low debt profile, which is justified as sufficient reserves and surplus are lying with the company to fulfill its need for any resource for further production.

The reserves and surplus have grown sharply, indicating that the company has potential to expand its production capacity in the future and scale up when needed.

March 2020March 2021March 2022March 2023March 2024March 2025
4,347 CRORES4,596 CRORES5,090 CRORES5,703 CRORES6,557 CRORES7,506 CRORES

Cash Flow Health

The Cash from Operating Activity has been positive in the past 5 years. Cash flow from investing activity has been negative due to fixed assets and other investing items purchased over the years. Cash flow from financing activity is negative, which is due to the dividend paid by the company for the last 12 years. Which can be concerning as company is raising funds for investment and distributing company’s funds as dividend while the same can be used for reinvesting in assets and generating more profits in the future. Cash conversion cycle of the company is 106 days, which is much better than its competitors.

Comparative Data with Key Competitors (Cummins India, Kirloskar Oil Engines)

Parameter  Shakti Pumps IndiaCummins IndiaKirloskar Oil Engines
Sales Growth (5-Yr CAGR)  46%15%13%
Operating Profit Margin  23%20%14%
Debt-to-Equity  0.14x0.00x1.2 – 1.9x

Disclaimer: The article is for informational purposes only and not investment advice. 

Leave a Comment