PEPERNIASPOP

What PERNIASPOP promised, and what happened

Consumer Services ·Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

8 targets tracked, none judged yet · 8 open · verdicts reflect calls analysed to Q1 FY27.

TargetOriginal wordingSaidLatest callVerdict
Quarterly gross profit needed for zero EBITDA (about INR55cr vs INR43cr in Q1 FY27)If I'm able to grow the GP to INR55 crores, it would convert to a zero EBITDA (on the Q1 FY27 fixed cost base)Q1 FY27Q1 FY27:Gross profit INR43cr, EBITDA -INR11cr. About 28% more gross profit is needed. This is a framework with no committed date, so it is hard to hold management to.
Call transcript, Q1 FY27 · no direct link
New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment.

The full ledger

Open PERNIASPOP’s full ledger

A free account opens 5 company ledgers a month. All 8 tracked commitments, with each call’s wording and source.

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For PERNIASPOP shareholders

PERNIASPOP has 8 targets still open and 8 on record. Do you know which ones went quiet?

Most people find out a target was dropped on results day, from the price. By then the money is gone. A company never announces it. The target just stops coming up on the call. The two calls above are the free sample; the full ledger holds all 8 commitments for PERNIASPOP. A free account opens 5 ledgers a month; Pro opens 100.

What Pro opens for PERNIASPOP

8 commitments
  • Quarterly gross profit needed for zero EBITDA (about INR55cr vs INR43cr in Q1 FY27) new said Q1 FY27

    Promised: If I'm able to grow the GP to INR55 crores, it would convert to a zero EBITDA (on the Q1 FY27 fixed cost base)

    every quarter's status · the sentence it was said in
  • 7 more commitments on PERNIASPOP's record

Topics management dodges

The questions analysts keep asking that management stops answering, with the words used to deflect.

Metric trajectories

Each guided number, quarter after quarter: improving, stable or deteriorating, before the result confirms it.

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We read every earnings-call transcript the company has given and follow each number forward to the quarter it came due.