El Niño impact on crop patterns
Analyst raised concern; management acknowledged potential delays in sowing but believes diversified portfolio and geography mitigate risk.
NATHBIOGENES / Q4-FY26 / risks
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Nath Bio-Genes · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Inventory buildup and working capital strain
Inventory increased to ₹113 crore due to higher cotton production; management expects liquidation over 2 years but carries carrying cost risk.
Gross margin normalization
Gross margin fell from 63% to 56% due to product mix; management expects it to stabilize around 53-54%, limiting profit growth.
Uzbekistan JV execution risk
First-year revenue of ₹15 crore is small; management declined to give targets, citing need for more field data.