Middle East crisis impacting raw material availability and cost
The crisis has affected both availability and cost of key raw materials; management is proactively managing but uncertainty remains.
EPL / Q4-FY26 / risks
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EPL · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Potential lag in non-contractual price pass-through
Analyst questioned whether non-contractual customers may have a lag in accepting price increases; management claimed no lag but this is unproven.
Margin dilution from elevated capex and investments
High capex (₹480 cr in FY26) and investments in B&C may pressure near-term margins despite revenue growth.
Merger execution and regulatory approval delays
The merger with Indova requires multiple approvals; timeline may extend beyond Q4 FY27, delaying synergies.