BLUESTARCO

What Blue Star 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 21 tracked 4 delivered 3 missed 14 open
  • Room AC Market Share missed said Q3 FY25 Promised: 15% by FY25 Q1 FY27: This target for FY25 was missed and is now superseded by the FY27 target.
  • Room AC Market Share at risk said Q4 FY25 Promised: 15% market share quickly Q1 FY27: in Q1, room air conditioners market in volume terms grew by 21% is my estimate, and Blue Star grew by 18%. We had a market share loss of 50 basis points in April... we bounced back with a 10 basis point market share in tertiary sales... and another 50 basis points in June.
  • Total Capex on track said Q3 FY25 Promised: ₹750-800 crores over a period of around three years Q1 FY27: In Q1, the capex has been in the region of around Rs.60 Crore to Rs.70 Crore. And annually... should be in the region of around Rs.300 Crore to Rs.350 Crore. This is consistent with the long-term target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 21 tracked commitments for Blue Star — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens