504028

What GEE promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 14 tracked 0 delivered 1 missed 13 open
  • Defense Project Revenue went quiet said Q4 FY26 Promised: more than double (from INR 10-12 cr) for FY27 Q1 FY27: The company also contributed welding consumables to the commissioning of three naval warships (INS Dunagiri, INS Agray, INS Sanshodhak), marking its role in India's defence ramp-up journey. However, the specific target to 'double' revenue was not reiterated.
  • Top Line Revenue on track said Q4 FY26 Promised: INR 500 crore plus for FY27 Q1 FY27: Revenue increased by 30% year-on-year from INR 79 crores to INR 103 crores in Q1 FY27. While the specific INR 500 cr target was not reiterated, the strong YoY growth in a seasonally weak quarter keeps the company on the path to achieving this annual target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for GEE — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens