MADHUSUDAN

What Madhusudan Masa 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 19 tracked 4 delivered 3 missed 12 open
  • FY26 EBITDA Margin delivered said Q4 FY25 Promised: 11-11.5% Q1 FY27: Promise pertains to FY26, which has concluded. No new update.
  • FY26 Consolidated Revenue Growth missed said Q4 FY25 Promised: 30% minimum Q1 FY27: Promise pertains to FY26, which has concluded. No new update.
  • Revenue CAGR revised up said Q3 FY26 Promised: 30% by 2030 Q1 FY27: Management revised the long-term CAGR guidance upwards to 35%, citing increased delivery speed from expansion. 'Expected CAGR is 35% with long term aspiration. Earlier it was 30%.'

The rest of the ledger

Above is what the last two calls moved. Pro opens all 19 tracked commitments for Madhusudan Masa — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens