EDELWEISS

What Edelweiss Financial Services 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 13 tracked 2 delivered 1 missed 10 open
  • NBFC MSME Disbursements delivered said Q1 FY26 Promised: INR 1,000 crores disbursements this year Q4 FY26: Achieved INR 1,000 crores in MSME disbursements for FY26, meeting the original target. This represents a 200% YoY growth.
  • Underlying Business PAT Growth missed said Q1 FY26 Promised: 25% PAT growth of underlying businesses Q4 FY26: Operating business PAT fell to INR 520 cr from INR 566 cr last year, missing the 20-30% growth target. Management cited exceptional items and reiterated guidance for the next year.
  • Corporate Debt Reduction Amount at risk said Q1 FY26 Promised: Reduce corporate debt by INR 3,500 to 4,500 crores over the next couple of years Q4 FY26: Debt remained flat YoY at INR 6,400 cr. With one year of the 'couple of years' timeline passed, the significant reduction target is at risk. Management has set a new, more aggressive target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Edelweiss Financial Services — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens