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What Macfos 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 · Q4 FY26

what the last two calls moved 10 tracked 2 delivered 2 missed 6 open
  • Gross Margin delivered said Q4 FY25 Promised: Maintain regular 23%, 24% gross margin levels in the long run. Q4 FY26: FY26 Gross Margin reported at 24%, perfectly aligning with the 23-24% target band.
  • Marketing Spend as % of Revenue went quiet said Q4 FY25 Promised: Maintain it below 2.5% of the overall revenue. Q4 FY26: No specific update provided on marketing spend percentage in the current quarter.
  • Revenue Growth (excl one-time orders) on track said Q2 FY26 Promised: 50% CAGR for the next two to three years. Q4 FY26: FY26 adjusted revenue grew 67% YoY, well above the 50% CAGR target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for Macfos — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens