Geopolitical disruption in West Asia
The ongoing conflict has disrupted PBC supply chains and increased VCM procurement costs, which may not be fully passable.
DCW / Q4-FY26 / risks
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DCW · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
CPVC spread compression
Despite volume growth, CPVC spreads contracted due to lag in passing on PBC price increases; normalization expected but uncertain.
Dumping from China and other countries
Persistent dumping of PVC and soda ash continues to pressure domestic pricing; anti-dumping petitions have not resulted in duties.
Regulatory changes in Tamil Nadu solar banking
Changes in banking rules for renewable energy could impact the economics of further solar investments.