BAJEL / Q4-FY26 / risks

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Bajel Projects · Material risks, their source context, and severity in the latest available quarter.

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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Risk intelligence

Material risks this quarter

Commodity price volatility

Rising aluminium, zinc, and steel prices due to global trade tariffs and geopolitical tensions could compress margins.

high

Geopolitical headwinds in Middle East

US-Iran war has slowed Middle East plans and increased crude oil prices, impacting supply chain and project timelines.

medium

Working capital and receivable days

Receivables increased due to higher last quarter billing and a marquee customer delaying payment; though collected post-quarter, structural elongation remains a risk.

medium

Legacy orders and margin pressure

Analyst raised concern about legacy orders in the book; management acknowledged commodity headwinds but did not quantify legacy impact.

medium