Geopolitical and tariff disruptions
Escalation in West Asia conflict or US tariff changes could impact export recovery and raw material costs.
SUNDRAMFASTENERS / bear-case history
Track the concerns that keep returning.
Sundram Fasteners · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
high
EV program delays
US EV orders have been downsized (GM, Stellantis) and ramp-up may be slower than expected, affecting export growth.
Raw material inflation
Nickel and aluminium prices have risen post-West Asia conflict; while pass-through exists, margin compression is possible if inflation accelerates.