SDREAMS

What S D Retail 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 4 delivered 2 missed 9 open
  • H1 PAT delivered said Q4 FY25 Promised: Want to be net profitable from H1 itself Q4 FY26: Promise pertains to H1 FY26 and was previously achieved. No new update.
  • EBO Store Additions missed said Q4 FY25 Promised: Open 3-4 EBOs a month / 36 EBOs in FY26 Q4 FY26: Company ended FY26 with 75 stores, a net addition of 24 stores from 51 at the end of FY25. This is short of the 36 store target.
  • EBITDA Margin on track said Q2 FY26 Promised: Differential margin gain in H2 FY27; no increase expected this year (FY26) Q4 FY26: FY26 EBITDA margin was 8.4%, down from 11.7% in FY25. This is consistent with the guidance of 'no increase expected'. The promise for margin gain in H2 FY27 remains.

The rest of the ledger

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

See what Pro opens