Competitive intensity limiting price hikes
Management cited competitive intensity as reason for not planning price hikes despite margin pressure.
APOLLOTYRE / Q3-FY25 / risks
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Apollo Tyres · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Export weakness due to freight cost fluctuations
Exports were flattish due to weak demand in certain markets and high logistics costs, with peers outperforming.
Gross margin pressure from high-cost inventory
India gross margin contracted ~300bps QoQ partly due to consumption of high-cost inventory; normalization expected but uncertain.