Geopolitical crude supply disruptions
Middle East tensions and Red Sea route closures have impacted ~30-40% of term cargoes temporarily, though suppliers have assured makeup.
CHENNAIPETROLEUM / Q4-FY26 / risks
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Chennai Petroleum · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Export duty and RTP pricing volatility
Export duties on diesel and ATF have compressed netbacks; management deflected quantification of impact, stating they optimize domestic vs export sales.
Forex loss volatility
Q4 forex loss of ~₹200 crore and annual loss of ~₹350 crore booked in other expenses, impacting profitability.