What Transpek Inds. 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 15 tracked 0 delivered 5 missed 10 open

New Products EBITDA Margins went quiet said Q3 FY25 Promised: 20% Q1 FY27: No specific update on new product margins. Management provided overall company EBITDA margin guidance of 15-20%.
New Products Revenue (Non-Acid Chloride) delayed said Q3 FY25 Promised: ₹150-200 crores annually within 2 years Q1 FY27: Timelines for new polymer products (potential ₹100cr) have been pushed out, with one starting revenue in Q4 FY27 and another in FY28, missing the original 2-year deadline (end of Q3 FY27).
DuPont Contract Volume on track said Q3 FY25 Promised: Sustain current supply volumes until current contract ends Q1 FY27: Management confirmed the contract, now with Arclin, continues without disruption. Renewal discussions are set to begin in late 2026.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 15 tracked commitments for Transpek Inds. — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens