Further delays in capacity expansion
The greenfield plant has been delayed by ~15 months due to regulatory approvals, import machinery delays, and Iran war logistics. Further delays could impact H2 FY27 growth.
DYNAMICCABLES / Q4-FY26 / risks
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Material risks this quarter
high
Raw material price volatility and order deferment
Sudden spikes in aluminium and PVC prices led to order deferments in March. If prices remain elevated, customers may continue to delay purchases, affecting near-term revenue.
Gross margin compression despite product mix improvement
Gross margin declined to 17.9% in Q4 despite higher-margin product growth. Management attributed it to mix shifts, but analysts flagged inconsistency with pass-through claims.
US export opportunity re-establishment may take time
US exports were disrupted by tariffs; management is restarting distributor relationships but expects only modest contribution in FY27.