Sustained Chinese dumping in advanced intermediates
Chinese dumping in products like sodium nitrite and nitroaromatics is pressuring margins; management expects moderation but no clear timeline.
DEEPAKNTR / Q2-FY26 / risks
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Deepak Nitrite · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
US tariff uncertainty impacting agrochemical demand
Customers delayed purchases due to tariff uncertainty; recovery depends on clarity, which remains elusive.
Polycarbonate project timeline risk from propane supply
Management acknowledged potential delay if propane supply from Petronet LNG is delayed, though they have contingency plans.
BPA technology partner not yet finalized
When asked about BPA technology, management deferred, indicating discussions are ongoing, which could affect project integration.