SIMPLEXCAS

What Simplex Castings 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 12 tracked 1 delivered 1 missed 10 open
  • Overall Margin delivered said Q3 FY26 Promised: Sustained 10% margin Q1 FY27: Reported PAT margin of 11.25% and EBITDA margin of 18.89% for the quarter, exceeding the target.
  • Dhanush Project Revenue went quiet said Q3 FY26 Promised: In a couple of years' time, it should be in the range of maybe 10 to 15 crores Q1 FY27: The 'Dhanush Project' was not specifically mentioned. Management discussed a broader strategy of working with ordnance factories, but did not provide an update on this specific revenue target.
  • Working Capital Days revised down said Q3 FY26 Promised: Bring it down to maybe 30 days or 45 days within this thing (outer side 3 months) Q1 FY27: Original target of 30-45 days missed. Current working capital is 100-120 days. New, less ambitious target set at 60-70 days by next year end.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 12 tracked commitments for Simplex Castings — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens