ZIMLAB

What Zim Laboratories 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 16 tracked 3 delivered 2 missed 11 open
  • EU-GMP Reinspection / Audit Completion delivered said Q1 FY26 Promised: within the next 6 months Q1 FY27: Promise previously achieved in Q4 FY26.
  • NIP and OTF contribution to total turnover missed said Q4 FY25 Promised: 30% to 40% going forward Q1 FY27: Dropped to 18% for the quarter, described as a 'normalized' level. Still significantly below the 30-40% target.
  • EBITDA Margin at risk said Q4 FY25 Promised: 15% - 17% by FY26-27 Q1 FY27: Dropped to 3.7% for the quarter. Management now guides for mid-teens in FY28, contingent on EU-GMP, pushing out the timeline.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 16 tracked commitments for Zim Laboratories — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens