SUDARSCHEM

What Sudarshan Chemical 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 15 tracked 2 delivered 2 missed 11 open
  • Inventory Reduction delivered said Q3 FY26 Promised: EUR 30-40 million reduction over next 3 quarters Q1 FY27: With EUR 29M reduction in Q4 FY26 alone, the lower end of the 3-quarter target (EUR 30M) was effectively met. The narrative has shifted to a new FY27 reduction target.
  • Acquired Group FY26 EBITDA missed said Q1 FY26 Promised: EUR 35 million Q1 FY27: This is a target for a past financial year (FY26) and was confirmed as missed. Not discussed.
  • Net Working Capital as % of Revenue on track said Q1 FY26 Promised: 21% Q1 FY27: Reported annualized NWC of 23.6%, which is already better than the diluted target of 24% for FY27. Strong progress towards the original 21% goal.

The rest of the ledger

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

See what Pro opens