Unseasonal rains impacting Rabi demand
Excess rains in August-September affected Kharif crop input application; if similar weather persists in Rabi, fertilizer and crop protection offtake could be dampened.
COROMANDEL / Q2-FY26 / risks
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Coromandel International · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Raw material price volatility
Spike in ammonia and sulfur prices during the quarter, though management expects softening. Sustained high prices could pressure margins despite NBS subsidy revision.
Dhaksha drone order execution delays
Government evaluation of drone prototypes has taken longer than expected, delaying order execution. Future orders depend on successful evaluation, creating uncertainty.
NACL margin recovery slower than expected
NACL's EBITDA margin fell to ~4% in H1, well below the 9-11% target. Management expects gradual improvement, but integration risks and one-time costs may delay margin normalization.