PIDILITIND

What Pidilite Industries 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 10 tracked 3 delivered 3 missed 4 open
  • Price Increases delivered said Q4 FY26 Promised: Blended company level price increase of 4-5% in April, another 7-8% in early May Q1 FY27: Revenue growth of 22.2% on UVG of 11.3% implies a price/mix realization of ~10.9%, confirming the implementation of the announced price hikes.
  • Profitable underlying volume growth delivered said Q4 FY25 Promised: double digit Q1 FY27: Promise was for FY26 and was achieved. A new promise for double-digit UVG has been issued for the current period.
  • B2B segment growth at risk said Q4 FY25 Promised: low to mid-teens for 2-3 years Q1 FY27: B2B UVG was 7.3%, significantly below the 'low to mid-teens' target, dragged down by an 8.4% decline in exports.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for Pidilite Industries — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens