Commodity inflation impact on motor margins
Rising commodity costs have already necessitated 17.5% price hikes; further inflation may pressure margins if not fully passed through.
CG Power and · Material risks, their source context, and severity in the latest available quarter.
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Rising commodity costs have already necessitated 17.5% price hikes; further inflation may pressure margins if not fully passed through.
Delivery of transformers to the US depends on capacitor and bushing supplies from Germany (9-12 month lead time), limiting ability to deliver faster than 12 months.
Railways segment margins remain in single digits due to competitive bidding; management expects improvement from services and NPD but timeline uncertain.