Carborundum Universal Limited — Q3 FY26
Carborundum Universal reported consolidated Q3 FY26 revenue of ₹1,273 crore, up 2.5% YoY, with PAT of ₹76 crore (vs ₹35 crore in Q3 FY25, which included an exceptional item).
neutral
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q2 FY26
FY26 AUM growth of 20-22%
Management expects full-year AUM growth between 20% and 22%, with H2 stronger than H1.
Delayed
The current-quarter record did not contain enough evidence of delivery; the item remains delayed for follow-up.
heuristic_v1
Q2 FY26
FY26 ROA of 2.8%+
Return on assets guided to be 2.8% or higher for the full year, improving from 2.6% in Q2.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Credit cost range of 2.6-2.8% for H2 FY26
Credit cost expected to remain stable between 2.6% and 2.8% in the second half of the fiscal year.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Opex ratio to remain at 3.7-3.8%
Operating expense ratio guided to stay in the range of 3.7% to 3.8% for the full year.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1