What CapitalNumbers 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 1 delivered 3 missed 6 open

M&A Deal Closure delivered, diluted said Q4 FY25 Promised: within first couple of months itself, we should be getting to an LOI stage. Q4 FY26: Announced proposed acquisition of Epitome Cloud Inc. for INR 40 cr. Due diligence is complete and definitive documentation is in advanced stages. The deal was executed within FY26, but significantly later than the initial 'first couple of months' timeline.
Organic Revenue Growth missed said Q4 FY25 Promised: Our organic base should grow by about 15% on a Y-o-Y basis this financial year. Q4 FY26: FY26 total income grew 9.4% and revenue from operations grew 5.4%. Management attributed the miss to delayed contract closures in H2.
Total Revenue delayed said Q4 FY25 Promised: double the revenue in next 36 months Q4 FY26: Management reiterated the goal of reaching INR 200 crores (approx. double FY25 revenue) but reset the timeline to 'the next three years', effectively pushing the target date out to FY29.

The rest of the ledger

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

See what Pro opens