DIFFNKG

What Diffusion Engineers 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 12 tracked 1 delivered 2 missed 9 open
  • FY27 Debtor Days went quiet said Q4 FY26 Promised: Reduce debtor days to 80-85 in FY27 Q1 FY27: No update provided on the debtor days metric or progress towards the FY27 target.
  • FY27 EBITDA Margin Expansion delayed said Q3 FY26 Promised: 100 to 200 bps EBITDA margin expansion in FY27 Q1 FY27: Guidance for margin expansion was reiterated at 100-200 bps, but the timeline was extended to 'by FY27 and FY28', effectively delaying the original FY27 target.
  • FY26 Revenue Growth delivered said Q2 FY26 Promised: Mid to late teens growth for FY26 Q4 FY26: Full year FY26 consolidated revenue grew 21.28% YoY, exceeding the 'mid to late teens' guidance.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 12 tracked commitments for Diffusion Engineers — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens