VINATIORGA

What Vinati Organics 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 17 tracked 2 delivered 7 missed 8 open
  • ATBS Capacity Expansion delivered said Q1 FY24 Promised: 60,000 metric tons by end of FY24 Q4 FY26: ATBS capacity expansion successfully completed. The promise is fulfilled, albeit with significant delays from the original FY24 target.
  • FY25 Sales Growth went quiet said Q1 FY24 Promised: 20-25% Q4 FY26: Promise related to FY25 performance. Final status was 'missed'. Not discussed in the current quarter.
  • 3-Year Revenue CAGR at risk said Q3 FY24 Promised: 15% to 20% Q4 FY26: FY26 consolidated revenue was flat YoY at ₹2,280 crores vs ₹2,292 crores in FY25. This performance puts the 20% CAGR target at significant risk.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 17 tracked commitments for Vinati Organics — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens