VENKEYS

What Venky's (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 · Q4 FY26

what the last two calls moved 11 tracked 1 delivered 5 missed 5 open
  • Poultry Segment Operating Profitability delivered said Q2 FY26 Promised: Cover up the losses and make money in H2 FY26 Q4 FY26: Management confirmed that performance in Q3 and Q4 compensated for losses in H1. The poultry segment delivered a robust operating margin of nearly 14% in Q4 FY26, fulfilling the promise to return to profitability in H2.
  • AHP Segment Revenue Growth missed said Q4 FY25 Promised: 15% top line growth for FY26 (implied target ~INR 390 crores based on INR 339 cr FY25 base) Q4 FY26: The FY26 period has concluded. The revised target was INR 370-380 crores. The company did not confirm achieving this target, and the provided financial data shows a turnover of only INR 100 crores for the segment in FY26, representing a significant miss.
  • Poultry Segment Growth open said Q4 FY26 Promised: 7% to 8% growth in FY27 Q4 FY26: Management expects to grow in line with the industry at 7-8% for FY27.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for Venky's (India) — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens