ATHERENERG

What Ather Energy 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 · Q1 FY27

what the last two calls moved 15 tracked 5 delivered 0 missed 10 open
  • Cost Reduction delivered said Q4 FY25 Promised: 15%-20% cheaper compared to NMC globally... dependable number in the coming year Q1 FY27: No new information, promise remains achieved.
  • Capacity Expansion delayed said Q4 FY26 Promised: full 42,000 should be operationalized before end of this FY [FY27] for sure. Q1 FY27: Management now states the full ramp-up 'Could spill over into the first few months of FY 2028', walking back the 'for sure' commitment for FY27.
  • Capacity Expansion on track said Q4 FY25 Promised: starting to come on life sometime next year Q1 FY27: Go-live of AURIC will take our total capacity up... later this calendar year. Things are looking good for a go live in the coming few months.

The rest of the ledger

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

See what Pro opens