West Asia war impact on raw material prices and demand
The war has caused rapid polymer price increases and supply chain disruptions, which could impact margins if price pass-through lags.
MOLDTEKPACKAGING / Q4-FY26 / risks
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Mold Tek Packaging · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Lubricant segment stagnation due to PSU client loss
Loss of BPCL business led to a sharp decline in lubricant sales; management expects no recovery as PSUs prioritize pricing.
Delay in new pharma land handover
Land for new pharma plant in Satara has been delayed by 7-8 months due to bureaucratic issues, pushing commercial production to early 2028.
Working capital stretch due to pharma payment terms
Pharma customers have 90-110 day payment cycles, increasing working capital days and potentially straining cash flows.