AVG
What AVG Logistics 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 12 tracked 1 delivered 3 missed 8 open- FY26 Revenue delivered said Q3 FY26 Promised: maybe INR560 crores, INR570 crores. Q4 FY26: Achieved. Full Year FY26 Total Income was reported at ₹582.48 crores, exceeding the guided range of ₹560-570 crores.
- Government Tender Award went quiet said Q3 FY25 Promised: Hopefully, by 10th of March, it will open and clear it. Q4 FY26: No mention of the ₹500 crore government tender in the Q4 FY26 call, confirming it has been abandoned as the March 2025 deadline is long past.
- Cold Chain Fleet Addition on track said Q3 FY25 Promised: add approximately 100 fleets each year Q4 FY26: Management reiterated capex plans for FY27 of ₹50 crores+ for 'additional vehicles' and announced a new contract with Haldiram requiring 100 dedicated vehicles, supporting the fleet expansion trajectory.
The rest of the ledger
Above is what the last two calls moved. Pro opens all 12 tracked commitments for AVG Logistics — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.
See what Pro opens