KRISHNADEF

What Krishna Defence And Allied 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 · Q4 FY26

what the last two calls moved 12 tracked 1 delivered 3 missed 8 open
  • EBITDA Margin delivered said Q4 FY25 Promised: 18% to 20% as operational leverage kicks in Q4 FY26: Achieved 21.3% for the full year FY26, exceeding the guided range.
  • Capacity Utilization went quiet said Q4 FY25 Promised: Take utilization up to 80% from current 55-60% Q4 FY26: No specific update on the utilization percentage was provided. Management discussed capacity expansion and revenue potential of INR 400-500 Cr from current infrastructure, but the metric itself was not addressed.
  • VABO JV Production/Revenue delayed said Q4 FY25 Promised: Production coming out of JV this year (FY26) Q4 FY26: Management confirmed trial production has started and expects 'some traction in this financial year' (FY27), consistent with the previously delayed timeline.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 12 tracked commitments for Krishna Defence And Allied Industries — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens