Rising coking coal costs impacting margins
Coking coal prices have increased sharply, with Q3 costs expected to be about $30/ton higher, partly flowing into Q4 if prices persist, pressuring margins.
JSWSTEEL / Q2-FY24 / risks
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JSW Steel · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Increased imports at predatory prices
Imports into India rose 23% YoY in H1, with some low-priced imports from trade flows potentially pressuring domestic prices and market share.
Global steel demand weakness in overseas operations
Ohio operations continue to face weaker market conditions, impacting performance, though expected to improve slightly in Q3.
Execution risk in capacity expansion
While expansions are on track, any delays in brownfield projects could impact volume growth and cost efficiency targets.