BOROLTD
What Borosil 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 17 tracked 2 delivered 4 missed 11 open- Stainless Steel Flask Capex & Capacity delivered said Q4 FY25 Promised: INR 40cr capex, ~100cr revenue Q1 FY27: Commercial production for the first 2 lines was declared on June 30, 2026, meeting the delayed deadline. The third line is still expected in Q2 FY27.
- Ad Spend as % of Sales went quiet said Q3 FY25 Promised: down to 6% over next 2-3 years Q1 FY27: No update provided on ad spend as a percentage of sales.
- Medium-term Revenue CAGR at risk said Q3 FY25 Promised: 15% to 20% medium-term CAGR Q1 FY27: Q1 revenue growth was 9% YoY, still significantly below the 15-20% target range. The long-term guidance was not explicitly reiterated this quarter.
The rest of the ledger
Above is what the last two calls moved. Pro opens all 17 tracked commitments for Borosil — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.
See what Pro opens