GUJTHEM

What Gujarat Themis Biosyn 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 14 tracked 3 delivered 5 missed 6 open
  • Total CAPEX Plan delivered, diluted said Q2 FY22 Promised: ₹200-plus crores over next 2-3 years Q1 FY27: Confirmed ~₹370 crores invested over the last 3 years, largely completing the capex cycle. This exceeds the original ₹200cr target but is below the revised 'at least double' (₹400cr+) guidance, and was completed late.
  • API Block Commissioning missed said Q2 FY23 Promised: End of Q2 FY2024 (Sept 2023) Q1 FY27: Acknowledged significant delay; API block has 'just begun now' due to fermentation capacity constraints, missing the Dec 2023 target by ~2.5 years.
  • Revenue Growth open said Q1 FY27 Promised: high-teen basis Q1 FY27: Guided for top-line growth on a 'high-teen basis' on a base case.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 14 tracked commitments for Gujarat Themis Biosyn — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens