Coking coal cost inflation
Management expects coking coal costs to rise by $12-15/ton in Q1 FY27, impacting margins.
JSWSTEEL / Q4-FY26 / 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
medium
Middle East conflict impact on gas/LPG supply
Analyst raised concern about gas shortages; management acknowledged limited exposure (5-6% of production) but noted cost impact and potential disruption if conflict escalates.
Potential withdrawal of safeguard duty
Analyst questioned risk of protection removal; management argued current duties are moderate and prices are aligned with international levels, but did not fully address the risk.
Execution risk on multiple large expansions
Simultaneous projects at Dolvi, Vijayanagar, Utkal, and JVs could strain execution and capital allocation.