JSWDULUX

What JSW Dulux 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 1 delivered 4 missed 6 open
  • Construction Chemicals Launch went quiet said Q2 FY26 Promised: Launch in December 2025 Q1 FY27: No update provided on the launch status in the Q1 earnings call. The original target date of December 2025 (Q3 FY26) has passed.
  • EBITDA Margin revised down said Q2 FY26 Promised: 14% to 16% on a sustained basis Q1 FY27: Achieved 11.9% EBITDA margin, missing the previously guided range. Management revised near-term guidance down to 13-15%, citing high-cost inventory and growth investments.
  • Q4 FY26 Decorative Volume Growth delivered said Q3 FY26 Promised: pretty strong quarter from a volume perspective Q4 FY26: Reported a blended volume growth of 23% across both decorative and industrial verticals, which qualifies as 'pretty strong'.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for JSW Dulux — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens