CUDML

What Cash UR Drive Marketing 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 10 tracked 1 delivered 2 missed 7 open
  • Share of total revenue from EV media format delivered said Q2 FY26 Promised: 30% in FY26 Q4 FY26: The target was to reach 30% in FY26. In Q2, management stated they were already at this level. The full-year results showed strong growth driven by strategic expansion into the EV ecosystem, including the acquisition of CharjKaro and securing a 10-year EV infrastructure concession in Rishikesh, indicating the target was met.
  • In-house printing facility operational status went quiet said Q2 FY26 Promised: Operational in 6-8 months Q4 FY26: The 6-8 month timeline for the facility to become operational has been reached, but there was no mention of its status or progress in the Q4 FY26 earnings call or materials.
  • Share of total revenue from exclusive media revised down said Q2 FY26 Promised: 60% to 70% in next couple of years Q4 FY26: The target was revised down from '60-70% in a couple of years' to '50% in the next 3 years'. While progress was made (reaching 32% in FY26), the ambition has been lowered and the timeline extended.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for Cash UR Drive Marketing — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens