PVC industry pressure from cheap imports
PVC prices remain under pressure due to abundant imports and global oversupply, despite China's subsidy removal. MIP advocacy is ongoing but timeline uncertain.
DCMSHRIRAM / Q3-FY26 / risks
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DCM Shriram · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Fenesta margin compression from product mix
Fenesta margins declined to single digits due to product mix shift toward facade and higher aluminum costs. Recovery may take longer than expected.
Sugar margin pressure from rising costs
Higher sugarcane costs and lack of MSP or export support may compress sugar margins despite better production.
Hydrogen peroxide oversupply
Domestic hydrogen peroxide market remains oversupplied with new capacities, keeping prices under pressure.