CONCORDBIO

What Concord Biotech 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 22 tracked 3 delivered 4 missed 15 open
  • API Business Growth (FY25) delivered said Q2 FY25 Promised: Double-digit growth for FY25 Q1 FY27: This target for FY25 was successfully achieved. No further updates required.
  • Valthera Injectable Facility Break-even missed said Q1 FY26 Promised: Break-even by end of FY26 Q1 FY27: This target for FY26 was missed. The new target for breakeven is FY27.
  • Long-term Revenue CAGR at risk said Q2 FY25 Promised: 25% CAGR growth Q1 FY27: Q1 revenue grew 26.2% YoY, a strong start to the required catch-up. However, the target remains highly challenging after the significant degrowth in FY26.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 22 tracked commitments for Concord Biotech — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens