NITINSPIN

What Nitin Spinners 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 2 delivered 2 missed 13 open
  • Long-term Margin Target delivered said Q4 FY25 Promised: Margins should be in the range of 16% to 20%, depending on the cycle time. Q1 FY27: Achieved EBITDA margin of 17.78%, which is within the target range. Management reiterated confidence in remaining in this band.
  • Peak Debt and Debt-to-Equity went quiet said Q4 FY25 Promised: Peak debt of about INR 1,800 crores... debt to equity should be around 1:1. Q1 FY27: No specific update on peak debt or D/E ratio was provided. Management only mentioned taking on loans for growth.
  • Incremental Revenue from Capex revised down said Q4 FY25 Promised: Adding another INR 1,000 crores of revenues to our top line (fructifying in FY27). Q1 FY27: Guidance revised down to 'About INR 500 crores' from the new capacity, a significant reduction from the original 'more than INR 1,000 crores' target. Full ramp-up also delayed into FY28.

The rest of the ledger

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

See what Pro opens