Q1-FY25 · Q3 FY24
FY24 EBITDA margin guidance revised to 27% ±1%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
AJANTPHARM / Q3-FY24 / promises
Measure what management said.
Ajanta Pharma · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q1-FY25 · Q3 FY24
India business to grow low double digits in FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q1-FY25 · Q3 FY24
Asia branded to grow low teens in FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q1-FY25 · Q3 FY24
Africa branded to grow mid to high single digits in FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q1-FY26 · Q3 FY25
EBITDA margin of 28% ±1% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q1-FY26 · Q3 FY25
Capex of ~INR 225 crore for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q1-FY26 · Q3 FY25
R&D spend at 5% of revenue for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY24 · Q1 FY24
US generics revenue similar level in next three quarters
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY26 · Q1 FY26
US generics run-rate to sustain at current level for FY26
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q2-FY26 · Q1 FY26
India business to grow 20-25% higher than IPM growth
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q3-FY24 · Q2 FY24
US revenues to sustain at similar levels for next two quarters
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q3-FY25 · Q2 FY25
Branded generics mid-teens growth for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
US generics mid-single digit growth for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
EBITDA margin of 27%±1% for H2 FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
US generics to sustain current run rate in H2
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
Africa business to achieve double-digit growth in FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
Capex of INR 300 crore for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
FY24 EBITDA margin guidance revised to 27% ±1%
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q4-FY24 · Q3 FY24
India business to grow low double digits in FY24
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q4-FY24 · Q3 FY24
Asia branded to grow low teens in FY24
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q4-FY24 · Q3 FY24
Africa branded to grow mid to high single digits in FY24
Current-quarter results and commentary indicate the prior promise was delivered or materially on track.
met
heuristic_v1
Q4-FY25 · Q3 FY25
EBITDA margin of 28% ±1% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
Capex of ~INR 225 crore for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
R&D spend at 5% of revenue for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
EBITDA margin guidance of 27%±1% for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
Gross margin around 78%±1% for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
Capex guidance of ~INR 300 crore for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1