TEJASCARGO

What Tejas Cargo 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 12 tracked 3 delivered 3 missed 6 open
  • Additional vehicles delivered said Q2 FY26 Promised: 40 to 50 additional vehicles Q4 FY26: Exceeded target. Added 108 vehicles in H2 FY26 (Total fleet grew from 1,231 at end of H1 to 1,339 at end of FY26).
  • Onboarding remaining OEMs for car carrier segment went quiet said Q2 FY26 Promised: Tata, MG, and Murphy by next three to four months Q4 FY26: The deadline of March 2026 has passed. There was no specific mention of onboarding Tata, MG, or Murphy in the Q4 earnings update.
  • Own vehicle vs. market hiring for placements on track said Q2 FY26 Promised: 60% to 70% own vehicle, 30% to 40% market hiring in next year or two Q4 FY26: On track. Management reiterated this strategy with a new, more specific target of 40% revenue from aggregated fleet by FY27, which aligns with the original goal.

The rest of the ledger

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

See what Pro opens