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.
Orient Electric · Material risks, their source context, and severity in the latest available quarter.
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Commodity inflation and West Asia supply disruptions continue to pressure gross margins, with price hikes not fully offsetting cost increases.
Working capital days rose from 23 to over 30 due to inventory buildup for supply chain disruptions, raising efficiency concerns.
Management acknowledged that double-digit EBITDA margin target has been delayed due to unprecedented commodity and supply shocks, with no clear timeline.