Margin Pressure from New Program Ramp-up
Analyst raised concerns on margin impact from new program ramp-up costs and EV investments. Management acknowledged this but maintained steady-state margin guidance.
PRICOLLTD / Q3-FY26 / risks
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Commodity Price Volatility
Steep increase in silver prices noted. While 100% indexed to customers, there is a 3-6 month lag in recovery affecting near-term margins.
Capacity Constraints Temporarily Hampering Growth
Director Strategy admitted that capacity stretch is temporarily hampering growth in P3L, requiring urgent new plant commissioning and investments.
Labor Cost Impact Evaluation Pending
New labor code impact on contract labor part is still under evaluation, to be concluded before March 2026—potential cost headwind if significant.