Commodity price volatility
Rising aluminium, zinc, and steel prices due to global trade tariffs and geopolitical tensions could compress margins.
Bajel Projects · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Rising aluminium, zinc, and steel prices due to global trade tariffs and geopolitical tensions could compress margins.
US-Iran war has slowed Middle East plans and increased crude oil prices, impacting supply chain and project timelines.
Receivables increased due to higher last quarter billing and a marquee customer delaying payment; though collected post-quarter, structural elongation remains a risk.
Analyst raised concern about legacy orders in the book; management acknowledged commodity headwinds but did not quantify legacy impact.