Geopolitical and tariff disruptions
Escalation in West Asia conflict or US tariff changes could impact export recovery and raw material costs.
SUNDRAMFASTENERS / Q4-FY26 / risks
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Sundram Fasteners · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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.