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What EFC (I) 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 · Q2 FY26

what the last two calls moved 14 tracked 3 delivered 2 missed 9 open
  • Revenue Growth delivered, diluted said Q2 FY25 Promised: Double revenues in FY25 Q2 FY26: Verdict remains 'achieved_diluted' based on FY25 results. No new information.
  • Total Seat Capacity missed said Q4 FY24 Promised: 65,000+ seats by end of FY25 Q2 FY26: Verdict remains 'missed' based on FY25-end results. The target was surpassed in FY26, but the promise was for FY25.
  • Total Seat Capacity at risk said Q4 FY24 Promised: 92,000 seats by March 2026 Q2 FY26: Capacity reached 68,241 seats. New annual guidance of '20,000-plus' seats makes the original 92,000 target by March 2026 appear at risk.

The rest of the ledger

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

See what Pro opens