Global textile demand weakness
Textile exports from India have declined for 12 consecutive months, impacting VSF demand and customer profitability.
GRASIM / Q1-FY24 / risks
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Grasim · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Caustic soda price erosion
International caustic prices fell 46% from Oct 2022 to June 2023, with further declines expected due to oversupply from China.
VSF margin pressure from Chinese imports
Cheap viscose yarn imports from China are squeezing domestic spinners' margins, potentially reducing demand for Grasim's VSF.
Delay in chlor-alkali capacity expansion
Monsoon delays pushed commissioning from Q3 FY24 to Q1 FY25, which could impact volume growth.