Middle East conflict impact
Ongoing conflict in the Middle East caused ~900 tons of lost rope volume in Q4 and disrupted supply chains; further escalation could delay projects and hurt demand.
USHAMARTIN / Q4-FY26 / risks
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Usha Martin · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
Rising input costs (LPG, steel, gas)
LPG costs doubled to ₹120,000-130,000 per ton, adding ₹2.5-3 crore monthly cost; while pass-through has been achieved so far, sustained inflation could pressure margins.
Volume growth vs value mix trade-off
Analyst questioned whether pushing higher-value products could constrain volume growth; management acknowledged the balance but expressed confidence in achieving both.
US tariff and trade uncertainty
US market faces tariffs and trade uncertainties; though market share is sub-5%, any protectionist measures could impact growth plans.