PM-KUSUM 2.0 delay
The PM-KUSUM 2.0 scheme has been delayed, which could impact H2 FY27 volumes if not launched in time.
GK Energy · Material risks, their source context, and severity in the latest available quarter.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Risk intelligence
The PM-KUSUM 2.0 scheme has been delayed, which could impact H2 FY27 volumes if not launched in time.
Rising raw material prices could pressure margins, though management mitigates via forward agreements and volume benefits.
Increasing competition in the solar pump market could lead to pricing pressure, but management relies on brand and scale.
Doubling revenue to ₹3,000 Cr may require ~₹1,000 Cr working capital, which could strain liquidity if not managed.