UGROCAP

What Ugro Capital 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 20 tracked 3 delivered 1 missed 16 open
  • Emerging Market AUM Contribution delivered said Q4 FY25 Promised: Rise from 22% to 32%-35% of AUM in the next 6-8 quarters Q1 FY27: Remains achieved. The focus verticals (which include EM) have now grown to 46% of total AUM.
  • Consolidated AUM missed said Q2 FY26 Promised: INR 16,500 crores by year-end FY26 Q1 FY27: Target period has passed. AUM further declined to INR 15,013 Cr in Q1 FY27 due to the planned rundown of the non-focus portfolio.
  • Return on Assets (ROA) revised down said Q4 FY25 Promised: 4% ROA in next 6-8 quarters Q1 FY27: Superseded by the new FY29 cash ROA target of 3-3.5%. The original promise is considered abandoned.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 20 tracked commitments for Ugro Capital — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens