Elevated receivables and working capital strain
Trade receivables rose to ₹71 crore (~100 days), driven by revenue concentration in month-end and B2B2C models. Management targets 60 days long-term but no timeline given.
THOMASSCOTT / Q3-FY26 / risks
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Thomas Scott · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Warehouse fire impact and insurance claim uncertainty
A fire at the Dandi warehouse caused inventory loss of ₹21.85 crore (fully insured). Management estimates 15-20% revenue loss but claim settlement timeline is unclear.
Inventory obsolescence risk from high SKU count
SKU count reached 31,216, raising concerns about slow-moving inventory. Management relies on test-and-scale and end-of-season sales, but tail inventory risk persists.