DWARKESH

What Dwarikesh Sugar Industries 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 · Q3 FY25

what the last two calls moved 10 tracked 2 delivered 3 missed 5 open
  • Non-238 Variety % (Bareilly) delivered said Q3 FY24 Promised: about 65% replacement of variety 238 in FY25 season Q3 FY25: this season, we expect a supply of non-0238 variety of about 64%
  • Ethanol Sales Volume FY24 missed said Q1 FY24 Promised: 11 crore liters Q3 FY25: Because of our crushing of season 2023-2024 coming to an early end... our quantity of industrial alcohol that we sold was only 30,570 kilo liters as against 73,262 kilo liters sold in the corresponding nine months' period last year.
  • Ethanol Price Increase delayed said Q2 FY25 Promised: INR 4.5/L (juice), INR 3-3.5/L (B-heavy) increase 'shortly' Q3 FY25: Yes, yes, we do expect increase in the price, it's on the anvil... I think it should happen any time now.

The rest of the ledger

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

See what Pro opens