KSHINTL

What KSH International 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 17 tracked 5 delivered 1 missed 11 open
  • EBITDA per metric ton delivered said Q2 FY26 Promised: maintain these kind of EBITDA per ton figures now (referencing ~65,500) Q1 FY27: Achieved INR 93,000 in Q1 FY27, significantly exceeding the original target of ~INR 65,500.
  • PEEK Insulated Wires Capacity Online went quiet said Q4 FY26 Promised: See, PEEK is a new product which we are going to introduce, and sometime end of Q2 is this capacity is coming online. Q1 FY27: No update provided on the PEEK insulated wires capacity, which was previously guided to come online by the end of Q2 FY27.
  • Share of Exports in Revenue at risk said Q4 FY26 Promised: Our endeavor is to take it back up to about 40% over the next couple of years, and that's what we are going to be working on actively as well. Q1 FY27: Export share decreased to 27% from ~30% in FY26. While management reiterated the long-term 40% target, the current quarter's performance is a step backward.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 17 tracked commitments for KSH International — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens