PVC price volatility from Chinese dumping
Chinese PVC dumping has caused significant price declines; import duty waiver until June 2026 adds uncertainty. Management is in dialogue with government for MIP or ADD.
DCMSHRIRAM / Q4-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
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West Asia conflict disrupting supply chains
The escalation of conflict in West Asia could disrupt energy, fertilizer supply chains, and shipping routes, impacting input costs and logistics.
Sugar and ethanol margin pressure
Rising cane costs (+8%) and lower ethanol realizations (-15%) are squeezing margins; policy constraints on ethanol allocations penalize integrated players.
Caustic soda export disruption
Logistics disruptions from Middle East conflict may impact caustic soda exports, though India's export volumes have been increasing.