Sustained consumer demand weakness
Consumer demand remained soft in Q2, and if the anticipated H2 recovery does not materialize, revenue growth could disappoint.
HAVELLS / Q2-FY24 / risks
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Havells India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Lloyd losses and margin pressure
Lloyd's losses expanded due to under-absorption of overheads from new capacity; margin improvement may be slower than expected.
Competitive intensity in ECD and fans
Increased competition and discounting in the ECD segment, especially fans, could pressure margins and market share.
Capacity constraints in cables
Cable capacity constraints limited growth; if expansion is delayed, Havells may lose market share to competitors.