Low-priced imports from FTA countries
Imports from Thailand and Korea under FTA continue to pressure realizations; management is highlighting the issue but no outcome yet.
NOCIL / Q4-FY26 / risks
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NOCIL · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Geopolitical disruptions in Middle East
Volatility in crude-linked raw materials, freight costs, and transit timelines could impact margins and supply chain.
Anti-dumping duty may not be approved or may be ineffective
Finance ministry may delay approval in inflationary environment, or exporters may absorb duties, limiting margin benefit.
New capacity ramp-up slower than expected
Customer approvals for new H plant may take 6-8 months, delaying volume contribution and operating leverage.