APS

What Australian Prem 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 14 tracked 3 delivered 2 missed 9 open
  • Capacity Expansion Timeline delivered said Q3 FY25 Promised: up and running by 30 June 2025 Q4 FY26: Promise previously achieved and confirmed in FY26 results.
  • Solar Cell Plant Timeline missed said Q4 FY25 Promised: end of March 2027 / end of FY27 Q4 FY26: Strategic pivot announced; company will not enter the solar cell business, opting for BESS instead.
  • Revenue Growth (CAGR) at risk said Q3 FY25 Promised: CAGR 70% to 75% over next two to three years Q4 FY26: FY26 revenue grew 60.7% YoY, below the 70-75% target range for the first year of the CAGR period.

The rest of the ledger

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

See what Pro opens