Fragile emerging market currencies
Runaway inflation in key markets like Nigeria and Bangladesh could dampen export recovery.
BAJAJAUTO / Q4-FY24 / risks
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Bajaj Auto · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Geopolitical disruptions affecting supply chains
Red Sea crisis has inflated container freight rates and disrupted lead times, impacting export operations.
EV two-wheeler unit profitability still distant
Even with PLI incentives, Chetak is not yet profitable at unit level; price reductions are outpacing cost savings.
Egypt currency availability limiting Qute exports
Despite regulatory approval, currency shortages in Egypt may constrain the ramp-up of Qute exports.