BELRISE

What Belrise Industries 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 14 tracked 2 delivered 0 missed 12 open
  • ROCE at risk said Q4 FY25 Promised: expand our ROCE to the high teens Q1 FY27: No update provided on the ROCE figure for the quarter.
  • Consolidated Revenue Growth at risk said Q4 FY25 Promised: mid-teen revenue growth over the medium term Q1 FY27: Q1 YoY total revenue growth was 13%, which is below the 'mid-teens' (14-16%) range. Management highlighted strong new order wins expected to ramp up in H2 FY27.
  • 4-wheeler and Commercial Vehicle Segment Revenue on track said Q4 FY25 Promised: double revenues/share from FY25 levels in the next 2-2.5 years Q1 FY27: Announced the acquisition of Hyva's tipper business, a major strategic move to strengthen the commercial vehicle portfolio and customer base.

The rest of the ledger

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

See what Pro opens