CARBORUNIV

What Carborundum Universal 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 31 tracked 6 delivered 14 missed 11 open
  • Long-term Sales Target went quiet said Q4 FY25 Promised: 2 times growth in next 5 years Q1 FY27: The '2x in 5 years' target was not mentioned, with focus remaining on the 'Aspiration 2030' framework.
  • Consolidated Sales Growth FY27 (Comparable, Excl. Awuko & Foskor) revised up said Q4 FY26 Promised: 11% to 12% Q1 FY27: Guidance revised up to 15% growth for FY27, from 11-12%, based on strong order load and customer forecasts.
  • Consolidated PBIT Margin FY26 delivered, diluted said Q4 FY25 Promised: Drop of 100-150 bps from 11.2% base (Target: 9.7%-10.2%) Q4 FY26: Actual FY26 PBIT margin was 7.85%. This is within the heavily revised 7-8% guidance but a significant miss from the original 9.7-10.2% target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 31 tracked commitments for Carborundum Universal — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens