CARBORUNIV / Q4-FY26 / promises

Measure what management said.

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

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PositiveQ4-FY26 · 2026-05-01Back to quarter ↗

Management delivery ledger

Promises over time.

8 tracked

Q3-FY26 · Q2 FY26

FY26 AUM growth of 20-22%

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

delayed

heuristic_v1

Q3-FY26 · Q2 FY26

FY26 ROA of 2.8%+

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

Credit cost range of 2.6-2.8% 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

Opex ratio to remain at 3.7-3.8%

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

Consolidated sales growth guidance maintained at 5.5-6.5%

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

Ceramics consolidated sales growth revised to 13-14% from 16-18%

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

Abrasives PBIT margin guidance revised to 4-4.5% from 6-6.5%

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 maintained at ₹350 crore for FY26

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

missed

heuristic_v1