Export volatility in China and Latin America
Visibility for export demand in China and Latin America is limited to the next two quarters; beyond that, demand may fluctuate.
CARRARO / Q3-FY26 / risks
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Carraro India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Margin pressure from dynamic product mix
Management noted that product mix remains dynamic during ramp-up, which could delay margin improvement targets.
Capacity ramp-up lead times
Significant volume spikes require 1-1.5 months lead time due to engineered product nature and supplier constraints, limiting near-term upside.
US tariff policy uncertainty
While recent duty reduction to 18% is positive, any change in US policy stance could impact indirect exports to the US market.