West Asia conflict disrupting GCC shipments
GCC markets (15% of revenue) severely impacted; no shipments in March and minimal in April. If situation persists, FY27 growth could drop to 12-15%.
ADFFOODS / Q4-FY26 / risks
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ADF Foods · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Freight cost escalation
Logistics costs increased 3-4% of revenue in March due to longer transit times; management expects normalization but uncertainty remains.
PLI incentive expiry after FY27
PLI scheme for marketing expenses ends after FY27; no clarity on renewal, which could impact margins.
Capacity utilization ramp-up risk at Surat
New Surat facility has low initial utilization (35% in FY27); any delay in demand or execution could impact revenue contribution.