WCIL

What Western Carriers (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 · Q1 FY27

what the last two calls moved 11 tracked 0 delivered 6 missed 5 open
  • Employee Benefit Expenses went quiet said Q2 FY26 Promised: It's more or less going to now stabilize at this level. It shouldn't increase more Q1 FY27: No mention of employee expenses in the Q1 FY27 call or materials.
  • EBITDA Margin at risk said Q4 FY26 Promised: The EBITDA margins which are 4.6%, 4.7%, we hope to bring it back to where we were starting FY25 which is around almost 7% and even higher the year earlier. Q1 FY27: Margin declined further to 4.1% from 5.0% in Q4 FY26, moving in the opposite direction of the target.
  • Metals vs Non-metals Revenue Mix on track said Q3 FY26 Promised: growing towards a 50-50 mix going into the next two or three years Q1 FY27: Domestic business now over 40% of revenue (up from <30%), reflecting a successful pivot that supports diversification away from the traditional mix.

The rest of the ledger

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

See what Pro opens