BIOCON / Q4-FY25 / promises

Measure what management said.

Biocon · A quarter-by-quarter view of forward statements and whether delivery is visible yet.

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PositiveQ4-FY25 · 2025-05-15Back to quarter ↗

Management delivery ledger

Promises over time.

21 tracked

Q1-FY25 · Q4 FY24

Biosimilars R&D spend 8%-9% of revenues

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q1-FY26 · Q4 FY25

Capital raise of INR 4,500 crore via QIP/private placement

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q1-FY26 · Q4 FY25

Liraglutide US approval expected in H2 CY2025

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY26 · Q1 FY26

Liraglutide U.S. approval expected this fiscal

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY26 · Q1 FY26

Denosumab U.S. approval by end of calendar 2025

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q2-FY26 · Q1 FY26

Semaglutide filings in Q2 FY26 for emerging markets and Canada

The current-quarter record did not contain enough evidence of delivery; the item remains delayed for follow-up.

delayed

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Q3-FY24 · Q2 FY24

Biocon Biologics to deliver $1 billion revenue in FY24

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q3-FY24 · Q2 FY24

Generics H2 performance to improve over H1

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q3-FY24 · Q2 FY24

Ustekinumab filing on track by end of 2023

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

H2 FY25 acceleration in growth

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q3-FY25 · Q2 FY25

Liraglutide launch in UK in Q3 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

Ustekinumab launch in US in Q4 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

Biosimilar R&D spend at 7-9% of revenue

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

Generics R&D spend at 8-10% of revenue

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

Generics gross margin improvement in H2

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q3-FY26 · Q2 FY26

Syngene maintains FY26 annual guidance

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY24 · Q3 FY24

BBL core EBITDA margin target of mid-30s

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY24 · Q3 FY24

Debt reduction focus with $200M repaid in Q3

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY25 · Q3 FY25

Biosimilar Ustekinumab launch in February 2025

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

Generic liraglutide launch in UK in Q4 FY25 and EU in Q1 FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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Q4-FY25 · Q3 FY25

Biosimilar Bevacizumab and Aspart US approvals pending site clearance

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

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