Reaching out to customers – Sales success for higher returns: Shell, Cummins, dynaCERT

Shell wins over customers with its fuel card

Most investors consider Shell to be an oil company. Shell certainly still earns its money from the extraction of black gold today. But Shell has long been more than that. Shell sees itself as a mobility provider. With its Fleet Solutions business unit, Shell now offers its customers a comprehensive range of services – from fuel and charging cards to telematics solutions and CO2 compensation. Specifically, this means that with the Shell Card, companies can handle refueling, tolls, and charging for electric vehicles via a single platform, while also receiving detailed analyses of vehicle data and routes and offsetting unavoidable emissions through certified climate protection projects. Shell has thus transformed itself from a pure fuel supplier to a mobility partner** that secures additional market share through value-added services.

The numbers speak for themselves in Shell's favor: 95% of fleet managers surveyed by Shell say that the efficiency data obtained through fuel cards is highly valuable for their decision-making. In particular, cost advantages and sustainability benefits are cited by corporate decision-makers. Analysts view Shell's stock positively – 14 "Buy" recommendations currently outweigh a single "Sell" rating. However, the average price target suggests upside potential of only 17%.

dynaCERT: New order from Mexico demonstrates confidence of distribution partners

The dynaCERT share is likely to develop significantly greater potential if the business model plays to its strengths. dynaCERT offers conversion kits for diesel engines that pay for themselves quickly and save both fuel and CO2. Associated telematics software measures all relevant data. Ultimately, dynaCERT customers will even be credited with CO2 certificates. In recent years, dynaCERT has primarily targeted heavy machinery, where high acquisition costs, long service lives, and high fuel consumption provide significant leverage for dynaCERT's patented HydraGEN technology. But how did the stock perform? For months, the share price has been moving in only one direction – downwards.

Now, however, the Company has published an announcement that suggests a fundamental turnaround. Hydrofuel Technologies is now the first company to purchase 100 HydraGEN units from dynaCERT. Twenty-five of these are already on their way to Mexico, with dynaCERT set to deliver the remaining units over the next twelve months. This is the first time that a dynaCERT distribution partner has purchased conversion kits for stock. This demonstrates the great confidence of the distribution partners in dynaCERT's technology and offers the Canadian company planning security. The share, which has lost around 17% over the past six months from a low level, immediately showed the first signs of a trend reversal.

Cummins accompanies customers to net zero – profits are pouring in

The success of the US company Cummins shows where the journey could take dynaCERT. The engine manufacturer has long been using its global service and distribution network to roll out innovations in the fields of hydrogen and electric drives. Cummins founded the Accelara by Cummins division back in 2023 to offer zero-emission technologies.
The division offers everything from battery packs to fuel cells and electrolysers, creating a comprehensive ecosystem for customers. Cummins' existing sales network with partners in 190 countries supports this growth. The Company promises its customers not only emission-free drive systems, but also lifelong support and expertise. This is paying off: In the second quarter of 2025, Cummins' revenue declined by 2%, but earnings per share surprised significantly at USD 6.43. Analysts particularly praise how Cummins is supporting its customers on their path to climate neutrality. dynaCERT is taking a similar approach.

While Cummins is valued at just under EUR 47 billion and has generated a return on equity of just over 1% in the last six months, dynaCERT's share price tends to fluctuate more even on ordinary trading days. The current valuation of around EUR 40 million indicates that the market has not yet priced in the Company's breakthrough. If the recently placed order is followed by additional stock orders, dynaCERT could scale up its production and benefit from cost efficiencies. Investors should keep a close eye on dynaCERT's corporate updates. If the customer acquisition strategy proves successful, the Company could generate further revenue through services or digital solutions in the next step.