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Analyst Shrikant Chouhan recommends buying Cummins India and Infosys shares, citing strong demand in the data center segment and steady revenue growth. Cummins reported a 27% Y-o-Y revenue increase in Q2FY26, with an Ebitda margin expansion of 260 bps. Infosys has a Buy rating with a fair value of ₹4,600 for Cummins and ₹1,513 for Infosys.

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