Currency fluctuation impact on margins
Rupee depreciation and dollar appreciation caused pricing pressure in Q1, compressing gross margins. Recovery occurred in Q2 but remains a risk.
IVALUE / Q2-FY26 / risks
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Ivalue Infosolutions · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
medium
Competition from large distributors
Analyst questioned how Ivalue protects margins against large broadline distributors. Management cited niche focus and solution selling, but risk remains if commoditization increases.
Customer concentration in top OEMs
Top five OEMs contribute 60-65% of business, creating dependency risk if relationships or OEM strategies change.