Raw material price volatility
Polypropylene prices surged from $1,000 to $1,700/ton due to Iran conflict; new normal expected at $1,200-1,350/ton, which could compress margins if not fully passed through.
KANPURPLASTIPACK / Q4-FY26 / risks
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Kanpur Plastipack · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
Order book moderation from inventory correction
Lead times reduced from 6-8 weeks to 3-4 weeks as customers order smaller quantities more frequently, indicating near-term demand softness.
DFIA income reversal risk
Government suspension of import duty on petrochemicals led to a ₹3.65 crore reversal of DFIA income in Q4; further reversals possible if suspension extends.
Execution risk in non-woven segment
Entry into technical textiles is new; achieving targeted margins of 15-16% depends on capacity utilization and market acceptance, with no prior track record.