Nexperia chip supply disruption in Q4
Potential disruption from Nexperia chip supply could impact production in Q4 FY26, though Q3 is largely covered and substitutes are being qualified.
MM / Q2-FY26 / risks
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Mahindra & Mahindra · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Precious metal inflation impacting margins
Rising precious metal prices (up 60-80% since Jan) could increase hedging costs and pressure margins if trend continues.
Uncertainty around CAFE norms and TREM V regulations
Draft CAFE norms propose lower EV credits, and TREM V implementation timeline is under negotiation; both could require higher EV mix or technology investments.
Dealer cess refund sub judice
The dealer cess refund issue is pending in Supreme Court; if resolved unfavorably, it could impact dealer finances and channel sentiment.