Commodity cost inflation and pass-through lag
Sharp surge in copper and CCL prices may pressure margins as pass-through to customers occurs with a 1-1.5 quarter lag.
AMBER / Q3-FY26 / risks
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Amber Enterprises India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Currency depreciation impact on raw material costs
Currency depreciation adds to input cost pressures, especially for imported components, with limited short-term pass-through.
Shivalik impairment and future losses
A one-time impairment of ₹94 crore was taken on Shivalik investment; management stated no further losses expected, but the venture underperformed.
Potential margin pressure from brand insourcing
Analyst raised concern about Mitsubishi Electric's ₹2,100 crore backward integration into compressors; management downplayed risk, citing component supply opportunities.