Slower demand recovery from automotive OEMs
FY26 revenue missed revised guidance due to slower-than-expected demand recovery and deferral of SOPs. This risk persists into FY27.
PPAPAUTOMOTIVE / Q4-FY26 / risks
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PPAP Automotive · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Raw material price inflation and supply chain disruption
West Asia conflict has led to elevated raw material prices; only 50% of cost increases are passed through, impacting margins.
Geopolitical and logistics uncertainties
Ongoing geopolitical tensions and logistics disruptions from West Asia conflict create an uncertain operating environment.
Entry-level vehicle demand pressure
Inflation and rural demand concerns may pressure entry-level PV segment, though management believes SUV focus mitigates risk.