Raw Material Cost Inflation
Raw material prices rose 4-5% in Q4 and are expected to increase 7-8% in Q1 FY27, potentially pressuring margins if price hikes are insufficient.
BALKRISHNA / Q4-FY26 / risks
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Balkrishna Industries · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Geopolitical and Supply Chain Disruptions
Geopolitical scenarios impacted supply chains and freight costs (4.5-5% of revenue), with further marginal increases expected.
US Tariff Refund Uncertainty
Company has filed for refund of reciprocal tariffs in the US but has not yet received any amount; quantum and timing remain uncertain.
On-Highway Segment Margin Dilution
Entry into TBR, PCR, and two-wheeler segments may pressure overall margins if ramp-up costs or competitive pricing impact profitability.