Crude oil price volatility impacting margins
Rising crude prices increase raw material and freight costs; management notes dynamic situation and limited visibility on pass-through.
SANGAM / Q4-FY26 / risks
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Sangam · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Geopolitical disruptions to export shipments
Delays in March shipments due to Iran-US tensions; 10-15% of yarn exports affected, though management deems impact immaterial.
Garmenting segment utilization still low
At 50% utilization, garmenting remains underperforming; scaling to 70%+ is key to margin expansion but faces execution risk.
PLI benefits uncertain
Management does not factor in PLI incentives; eligibility and timing of benefits remain unclear, limiting potential upside.