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![chandrakar_c Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::748690704000483328.png) Dev Investor @ Dev chandrakar [@chandrakar_c](/creator/twitter/chandrakar_c) on x XX followers
Created: 2025-07-26 18:25:15 UTC

Risks, Headwinds & Management Commentary
Geopolitical Risks: Middle East conflict (Israel-Iran) caused delivery holds and order deferments (~INR XX crores in Q1; to normalize by Q2/Q3). Management does not foresee material full-year impact.

Product Mix Volatility: Q1 saw lower engineered product share, impacting margins; expected to revert to normal levels through the year.

Competition: Management acknowledges new entrants but highlights high entry barriers in engineered products due to technical complexity and skill requirements.

Industry Demand: Strong capex cycle in core domestic sectors (steel, cement, power); robust order visibility through 2027.
Refurbishment Opportunity: Significant potential, especially in international markets; company expanding service footprint.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949174189455544633/c:line.svg)

**Related Topics**
[volatility](/topic/volatility)
[indian rupee](/topic/indian-rupee)
[investment](/topic/investment)

[Post Link](https://x.com/chandrakar_c/status/1949174189455544633)