• Raw material impact: Increased raw material costs are typically passed on to customers quarter-by-quarter, mitigating major financial impact despite minor regional order fluctuations.
• Geographic diversification: The US generates 50% of the business while other global markets make up the remainder, and manufacturing is distributed across five countries—with India below 25%—to cushion tariff volatility.
• Labor management strategy: To address domestic absenteeism and labor constraints seen in traditional textile hubs, the company is setting up factories in worker source regions, including a facility in Bihar.
• September quarter visibility: Order execution and demand remain on track for the September milestone, with Western consumer buying behavior staying stable despite geopolitical tensions.