Raw material cost inflation
Crude oil and base oil prices have risen sharply, with full impact expected in Q2 FY26. Management has limited visibility on pass-through timing.
CASTROLINDIA / Q4-FY26 / risks
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Castrol India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Currency depreciation impact
Rupee depreciated ~6.5-7% YoY, increasing import costs. Hedging covers only ~50% of COGS, leaving residual exposure.
Middle East supply chain disruption
Geopolitical tensions are causing lead time unpredictability and cost pressure on feedstocks, though no material disruption yet.
Data center opportunity uncertainty
Management provided no timeline or market size for data center fluids, indicating the opportunity is still nascent and unquantifiable.