Supply chain disruption from Middle East crisis
Geopolitical tensions have choked fuel supply chains, increasing input costs; management has set up crisis teams but impact may persist.
SCHAEFFLERINDIA / Q4-FY26 / risks
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Schaeffler India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Pricing pressure in industrial bearings
Intensifying competition from local and MNC players is forcing recalibration of product portfolios, potentially impacting market share.
Liquidity crunch in aftermarket
Distributor cash flow issues led to lower demand in industrial aftermarket; though seasonal, it could recur if economic conditions worsen.
Delayed pass-through of cost inflation
Full recovery of input cost increases may take up to 18 months, pressuring margins in the interim if commodity prices remain elevated.