THOMASCOTT

What Thomas Scott (India) 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 13 tracked 3 delivered 4 missed 6 open
  • ROCE went quiet said Q4 FY26 Promised: What we are working on as well is in terms of improving our working capital, increasing our return on capital employed through smarter intervention. Q1 FY27: No specific ROCE figure was disclosed for the quarter to track progress against the FY26 baseline of 22.31%.
  • Revenue Growth at risk said Q4 FY26 Promised: So, we are working to make the top line growth continue the same as last year. So, we are working to increase our revenue growth in that fashion. Q1 FY27: Q1 revenue grew 22% YoY. This is significantly below the pace required to achieve the full-year target of ~58%. Management reiterated the goal to match the growth pace of the 'last two years'.
  • Long-term Receivable Days on track said Q3 FY26 Promised: long-term receivable days would settle at somewhere around 60-days Q1 FY27: Management noted that elevated working capital loans and finance costs persist due to the pending insurance claim, which is the root cause of working capital pressure. No specific update on receivable days was provided.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 13 tracked commitments for Thomas Scott (India) — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens