TARSONS

What Tarsons Products 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 19 tracked 3 delivered 2 missed 14 open
  • Q1 FY27 Gross Margin delivered said Q4 FY26 Promised: Not below 65% Q1 FY27: Standalone gross margin came in at 67.1%, meeting the guidance floor of 65%.
  • Peak Net Debt (Standalone) went quiet said Q4 FY25 Promised: About INR 400 crores Q1 FY27: No specific update provided on standalone net debt. Management only provided consolidated figures.
  • Capacity Utilization (New Facilities) diluted said Q4 FY25 Promised: 50-60% in 2 years, 80-90% in 3.5-4 years Q1 FY27: Management focus is on utilization and commercialization, with benefits expected from FY28, reinforcing the previously communicated slower ramp-up.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 19 tracked commitments for Tarsons Products — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens