Customer concentration risk
Top 3 customers account for 40-45% of aerospace order book. Management acknowledged concentration risk and is working to diversify to 8-10 high-value customers to reduce dependency.
RAYMOND / Q1-FY27 / risks
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Raymond · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Rising input costs pressuring margins
Logistics costs, carbide/HSS tool costs, and minimum wage increases are creating margin pressure. Management is in discussions with customers for cost pass-through and attempting efficiency gains to offset.
Aerospace capacity constraints limiting near-term growth
Existing facility running near full utilization at ~600 crores estimated capacity. Growth may plateau until Andhra Pradesh greenfield comes online in FY28, though management is implementing 'Prayatan' efficiency improvements.
Supply chain constraints in casting/forging
Industry-wide aerospace supply chain bottlenecks for casting and forging components affecting global suppliers. Management indicated lower exposure but acknowledged risk as business migrates to more critical components.