Raw material cost inflation
Mid-to-high teens sequential increase in Q1 FY27, with potential for further rise in Q2.
APOLLOTYRE / Q4-FY26 / risks
Keep the risk register visible.
Apollo Tyres · Material risks, their source context, and severity in the latest available quarter.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Risk intelligence
Material risks this quarter
high
Demand slowdown from price hikes and macro headwinds
Analyst raised concern that repeated price increases and diesel price hikes could impact fleet operator profitability and demand.
Europe margin recovery delayed
Despite Enschede closure, sluggish market conditions and high energy costs may delay margin improvement beyond H2 FY27.
Competitive pricing pressure in Europe
Management noted Europe is a price follower; if competitors delay hikes, Apollo may struggle to pass on costs.