BETA

What Beta Drugs 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 13 tracked 2 delivered 4 missed 7 open
  • Derma Division Profitability delivered said Q4 FY25 Promised: Profit from Cosmetology division by September 2025 Q4 FY26: Confirmed that the Derma division has been EBITDA positive for the last 6 months of FY26.
  • EBITDA Margin missed said Q4 FY25 Promised: Projected between 23% to 25% Q4 FY26: Achieved 22.57% for full year FY26, falling short of the 23-25% guided range.
  • EU GMP Approval delayed said Q4 FY25 Promised: Audit expected between October and December 2025 Q4 FY26: Audit further delayed due to new EU rules. Now scheduled for September 2026 after dossier submission.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Beta Drugs — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens