ESCONET
What Esconet Technologies 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 11 tracked 0 delivered 3 missed 8 open- ZeaCloud Revenue missed said Q4 FY25 Promised: 8 - 8.5 crores from Zeacloud (50 to 60 percent growth) Q1 FY27: The target for FY26 was ₹8-8.5 crores. Management stated that 'Last year, we did almost like 5-5.5 crores in Zeacloud', indicating a significant miss.
- Fluidech and ZeaCloud Growth Rate at risk said Q4 FY25 Promised: 30 to 40 percent, at least bare minimum for the next upcoming three to four years Q1 FY27: For ZeaCloud, management guided for flat revenue in FY27 ('similar kind of numbers'), which contradicts the 30-40% minimum growth target for the subsidiary. This puts the multi-year promise at risk in its first year.
- Extra Data Business Size on track said Q4 FY25 Promised: Next few years, I see that as a bigger business than the rest of it. Q1 FY27: The company's strategic focus on its 'Sovereign Stack', particularly the HexaData hardware brand, aligns with the long-term vision of growing its own product business to be larger than the legacy system integration.
The rest of the ledger
Above is what the last two calls moved. Pro opens all 11 tracked commitments for Esconet Technologies — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.
See what Pro opens