ASAHISONG

What Asahi Songwon Colors 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 15 tracked 2 delivered 4 missed 9 open
  • EBITDA Growth delivered, diluted said Q4 FY25 Promised: 25% EBITDA growth for the next year (implied ~75 cr) Q4 FY26: Achieved FY26 EBITDA of 56.53 cr, exceeding the heavily revised guidance of ~48 cr, but significantly missing the original growth target of ~75 cr.
  • Top Line Growth missed said Q4 FY25 Promised: 15% top line growth for the next year (implied ~650 cr) Q4 FY26: Achieved FY26 revenue of 535.48 cr, missing the revised guidance of 550-570 cr.
  • Debt to Equity / EBITDA to Debt on track said Q4 FY25 Promised: Debt to equity drops below 0.5, EBITDA to debt drops below 2 in coming year Q4 FY26: Management confirmed debt is dropping faster than internal estimates, with interest costs down 14.15% YoY in Q4.

The rest of the ledger

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

See what Pro opens