Sustained high sulfur prices
Sulfur prices have doubled and may remain elevated, compressing margins if pass-through is not achieved.
AGVENTURES / Q3-FY26 / risks
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AG Ventures · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Aggressive imports from Malaysia and China
Malaysian imports continue to pressure domestic pricing, and Chinese competition limits price increases despite anti-dumping duties.
Global oversupply and low capacity utilization
Global capacity utilization at 70-75% and oversupply may keep margins compressed for several years.
US tariff uncertainty
US tariffs remain at 50% and have not been officially reduced, impacting export margins and volumes.