Persistent commodity inflation and supply disruptions
Commodity inflation and West Asia supply disruptions continue to pressure gross margins, with price hikes not fully offsetting cost increases.
ORIENTELECTRIC / bear-case history
Track the concerns that keep returning.
Orient Electric · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
high
Working capital days increased to over 30 days
Working capital days rose from 23 to over 30 due to inventory buildup for supply chain disruptions, raising efficiency concerns.
Double-digit margin guidance delayed by external factors
Management acknowledged that double-digit EBITDA margin target has been delayed due to unprecedented commodity and supply shocks, with no clear timeline.