Price Intelligence
VINNAPAS 536 ED — 90-day landed cost vs principal quote
Today's landed cost
₹140.70/kg
as of Apr 15 2026
90-day move
+55.1%
₹90.70 → ₹140.70
Last Wacker quote
₹108.48/kg
estimated Mar 12 baseline
Gap vs quote
+29.7%
₹32.22/kg underwater
🔔 Price intelligence alert — VINNAPAS 536 ED
Raw material signal triggered: +55% landed cost in 90 days.
VAM CFR Asia
$735 → $1005
+37%
Ethylene NE Asia
$745 → $1355
+82% (Hormuz)
SCFI composite
1266 → 1891
+49%
USD/INR
90.3 → 93.44
+3.5% INR dep.
Recommended actions:
- Halt new customer quotes at old price — refresh before next shipment
- Push back on next Wacker invoice citing VAM / ethylene correction post-Hormuz
- Audit the VAE-family SKUs (Vinnapas 536 ED, EP 606K, EP 605 A) — all share this feedstock exposure
Landed cost trajectory (last 90 days)
₹141
₹91
2026-01-152026-04-15
Pending PO exposure by product
| Product | Total kg | Avg booked $/kg | Total USD exposure | PO lines |
|---|---|---|---|---|
| GENIOSIL TE 40 200 KG Drum | 80,000 kg | $1.97 | $157,600 | 5 |
| WACKER AK 100 | 72,000 kg | $2.14 | $153,792 | 5 |
| AK100 | 34,400 kg | $2.71 | $93,396 | 4 |
| AK 350 | 31,200 kg | $2.79 | $86,892 | 4 |
| WACKER AK 30000 SILICONE FLUID | 32,000 kg | $2.56 | $82,080 | 2 |
| WACKER AK 350 | 36,000 kg | $2.00 | $72,000 | 3 |
| WACKER AK 30000 | 16,400 kg | $4.13 | $67,650 | 2 |
| HDK N20 CN | 14,400 kg | $3.93 | $56,635 | 3 |
| WACKER E 155 | 8,000 kg | $6.80 | $54,400 | 2 |
| AK350 | 20,000 kg | $2.68 | $53,600 | 3 |
Phase 2: commodity cron job refreshes VAM / Ethylene / SCFI / USD-INR nightly from public sources (Frankfurter, SSE, ICIS/ChemAnalyst). Landed cost recomputed per product. Alerts fire when gap vs last principal quote exceeds 3%.