OBSCP

What OBSC Perfection 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 15 tracked 3 delivered 3 missed 9 open
  • Revenue Growth delivered said Q4 FY25 Promised: We expect growth of over 40% in the current financial year '26. Q4 FY26: Achieved 54% revenue growth in FY26, significantly exceeding the >40% target.
  • EBITDA Margin missed said Q4 FY25 Promised: immediate target is to improve the margins by at least two percentage points for this financial year Q4 FY26: FY26 EBITDA margin was 19.5%, an improvement of only 0.5 percentage points, falling short of the 2 percentage point target.
  • EBITDA Margin on track said Q4 FY25 Promised: expanding our EBITDA margin by 4%, 5% over the next three, four years. Q4 FY26: Margin increased by 0.5pp to 19.5% in FY26. New guidance for FY27 is a further 1pp increase. Progress is being made towards the long-term goal.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 15 tracked commitments for OBSC Perfection — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens