Input cost inflation and pass-through delay
Aluminum and energy price increases may compress margins temporarily due to one-month pass-through lag, especially in the aluminum business.
CIEAUTOMOTIVEINDIA / Q4-FY26 / risks
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CIE Automotive India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Supply chain disruption from geopolitical tensions
West Asia conflict could disrupt customer supply chains, causing temporary demand slowdowns, though no material impact seen yet.
Slower US off-highway recovery for Metcastello
Metcastello's performance depends on US market rebound; EV programs have been cancelled, delaying growth.
Fertilizer supply chain and monsoon risk
If fertilizer supply is disrupted and monsoon is bad, rural demand could be impacted in H2 CY26.