Lead price inflation and pricing action uncertainty
Lead prices have risen ~₹20,000/tonne; management has not yet taken pricing action, which could pressure margins if prices persist.
AREM / Q2-FY26 / risks
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Amara Raja Energy & Mobility · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Higher warranty provisions may persist for 2-3 quarters
Warranty provisions increased due to higher actual replacements; management expects elevated provisions for at least the next couple of quarters.
EPR provision may not be fully reversible
A one-time ₹35 crore EPR provision was taken; if scrap collection does not improve, additional costs may arise, though monthly impact is expected to be <₹1 crore.
Chinese equipment export restrictions could delay cell plant
China's restrictions on equipment for lithium-ion cell manufacturing may cause minor delays, though management is exploring alternatives.