Geopolitical tariff and supply chain uncertainties
Ongoing geopolitical conflicts and tariff uncertainties could disrupt supply chains and increase logistics and energy costs.
Alivus Life Sciences · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Ongoing geopolitical conflicts and tariff uncertainties could disrupt supply chains and increase logistics and energy costs.
Solvent costs have increased significantly due to the war, though management expects to pass on costs to customers.
A fire at the H plant impacted intermediate production, resulting in a 20 crore loss booked in other expenses, with minor spillover expected in Q1.
Management moderated timing for two CDMO deals to early H2 FY27, indicating possible delays from earlier expectations.