Supply chain disruptions in Middle East exports
Shipping issues in March led to ~₹50-60 crore export loss; freight costs have risen and are partially shared with customers.
KEI Industries · Material risks, their source context, and severity in the latest available quarter.
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Shipping issues in March led to ~₹50-60 crore export loss; freight costs have risen and are partially shared with customers.
Q4 volume growth was only 2% due to capacity constraints; FY26 overall volume growth was 6.21%, below the 14-16% historical average.
While volume guidance is 17-18%, revenue growth could be lower if copper/aluminium prices decline, as pass-through mechanism is order-to-order.