Sustained 50% US tariff on Indian exports
The 50% tariff imposed in August 2025 continues to pressure margins; management expects impact to persist until tariff structure stabilizes.
ICIL / Q2-FY26 / risks
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Indo Count Industries · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Potential US demand slowdown from retail price increases
Analyst raised concern that full tariff pass-through to consumers could reduce demand; management acknowledged fluid situation with no clear visibility beyond Q3.
Delayed ramp-up of North Carolina facility
The third US facility is delayed from September to late Q3/early Q4 FY26, potentially impacting revenue contribution.
Product mix shift and downtrading continuing
Adverse product mix has persisted for 3-4 quarters; management expects it to stabilize but no clear timeline given.