Oversupply of domestic cell capacity
India's cell capacity may reach 140 GW by FY28, potentially leading to pricing pressure and lower utilization for less efficient players.
EMMVEE / Q3-FY26 / risks
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Emmvee Photovoltaic Power · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Grid connectivity delays for utility projects
Delays in transmission infrastructure could push back project timelines and module offtake, though management sees no abnormal delays currently.
Rising raw material costs (silver, aluminum)
Silver prices have more than doubled recently; while management claims pass-through and efficiency gains, sustained increases could pressure margins.