Global shipping disruptions and Middle East tensions
Ocean freight costs have risen and vessel availability is constrained, impacting both import and export logistics.
Vidya Wires · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Ocean freight costs have risen and vessel availability is constrained, impacting both import and export logistics.
Analyst noted OCF conversion is weak; management acknowledged working capital days at 60 and plans to reduce to 50-52 days, but execution risk remains.
Peers are also expanding capacity, which could pressure pricing power; management downplayed but did not quantify impact.
Copper and aluminium price swings could affect revenue and margins despite hedging; management claims insulation but risk remains.