MANGCHEFER
What Mangalore Chem. 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 FY26
what the last two calls moved 10 tracked 4 delivered 2 missed 4 open- Urea EBITDA per tonne delivered said Q3 FY24 Promised: 5000+ Q1 FY26: EBITDA for urea is about Rs. 6,000 rupees in Q1
- New Capex missed said Q3 FY24 Promised: None for next 3-4 years Q1 FY26: we are already looking at putting up a NPK plant... shortly... we are going to go to the board with a proposal.
- Annual Urea production capacity revised down said Q3 FY24 Promised: 4.7 lakh metric tons Q1 FY26: this year's production will be around 4,40,000-4,50,000 metric tons.
The rest of the ledger
Above is what the last two calls moved. Pro opens all 10 tracked commitments for Mangalore Chem. — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.
See what Pro opens