TIL

What TIL 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 0 delivered 3 missed 10 open
  • EBITDA Margin missed said Q4 FY25 Promised: 11.73% EBITDA which should sustain to my mind. Q1 FY27: The target was to sustain the FY25 EBITDA margin of 11.73% into FY26. In Q1 FY27, the standalone EBITDA margin was reported at 4.3%, indicating the margin level was not sustained.
  • Product Launch delayed said Q4 FY25 Promised: launch in the current calendar year itself. It will be launched in one of the exhibition Q1 FY27: The original target was to launch in CY2025. The product, now likely named 'CarryKing 515', is now expected to launch in Q4 FY27 or Q1 FY28, a significant delay.
  • Total Revenue on track said Q4 FY25 Promised: INR800 crores to INR1,000 crores of top line... over next 3 years' time or something like that, 3 to 4 years' time. Q1 FY27: Standalone revenue grew 25% YoY to INR 78.6 crores. Management reiterated expectations for a 'significant jump' in turnover for the current fiscal year, keeping the long-term target in sight.

The rest of the ledger

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

See what Pro opens