VIDHIING

What Vidhi Specialty Food Ingredients 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 10 tracked 1 delivered 3 missed 6 open
  • EBITDA Margin Improvement delivered said Q2 FY26 Promised: 200-300 basis points increase in the next three-four years Q4 FY26: EBITDA margin increased from 17.91% in FY25 to 20.52% in FY26, an expansion of 261 bps, meeting the target range in the first year.
  • Dahej Plant Capacity Utilization missed said Q2 FY26 Promised: 100% by end of this year (2025) Q4 FY26: The target of 100% utilization by end of calendar year 2025 was not met. Management now expects full utilization in FY27.
  • High-Value, High-Margin Products Share revised down said Q2 FY26 Promised: Increase to 50% in the next few quarters Q4 FY26: The share has dropped to ~5%. The new target is to reach 10-12% in FY27, a significant reduction from the original 50% goal.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for Vidhi Specialty Food Ingredients — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens