Rare earth supply chain disruption
A rare earth supply crunch in Q2 caused a one-time subsidy filing issue, impacting revenue and margins. Management expects no repeat in Q3.
ATHERENERG / Q2-FY26 / risks
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Ather Energy · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
ABS mandate cost impact
Potential government mandate for ABS on two-wheelers from Jan 2026 could increase costs. Management noted their portfolio is partially prepared but remains cautious.
Industry growth stagnation in mature markets
EV penetration growth has slowed in states like Tamil Nadu and Telangana, posing a risk to overall industry growth if new markets don't compensate.