Cost inflation from West Asia conflict
Pet coke prices have soared to ~$60/ton, packing costs are rising due to PP granules, and fuel/logistics costs are increasing. Management expects ₹125-150 per ton cost impact in Q1FY27.
DALMIABHARAT / Q4-FY26 / risks
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Dalmia Bharat · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Incentive collection delays
Incentives outstanding increased to ₹839 crore due to delayed state government payouts during elections; collections were only ₹14 crore in Q4.
Volume growth slowdown from breakdowns
Q4 volume growth was impacted by an unexpected breakdown in East India, losing ~1.5 lakh tons of clinker and 300,000 tons of cement.
SFIO/MCA investigation rumors
Analyst raised question about SFIO reopening a mutual fund case; management declined to comment, stating no communication received at company level.