BPCL

What B P C L 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 11 tracked 3 delivered 3 missed 5 open
  • FY26 Capital Expenditure delivered said Q4 FY25 Promised: INR 20,000 crores Q4 FY26: Achieved. Incurred capex of INR 20,400 crores for FY26 against a target of INR 20,000 crores.
  • Mozambique Project Restart missed said Q4 FY25 Promised: Full restart and force majeure resolution not later than by July 2025 Q4 FY26: Missed. Force majeure was resolved in November 2025, after the original July 2025 deadline. Project is now progressing with first LNG expected mid-2028.
  • FY27 Capital Expenditure revised up said Q4 FY25 Promised: INR 25,000 crores Q4 FY26: Guidance firmed up to a hard target of INR 25,000 crores for FY27, reverting to the original target and the high end of the previously diluted range.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for B P C L — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens