DELTAAUTOCORP / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Delta Autocorp · Analyst questions, management answers, and the quality of the response where the ledger is available.

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NegativeQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

12

Answered directly

75%

Numeric claims

3

Consistency

contradicted

Question ledger

What was answered, and how?

Nishita Shangesha · Safi Capital

partial

Current order book position and pipeline.

approximately 8 to 10 cr worth of orders we are expecting to be allotted to us very soon... another 10 crores also we expect... totally the order book would be about 18 to 20 kores

Nishita Shangesha · Safi Capital

direct

Reason for revenue decline and margin compression, sustainable margins.

two major factors... government order of about 20 cr rupees... could not happen... three-wheer industry undergoing transition... we expect the margins to be in the 8 to 10% range.

Nishita Shangesha · Safi Capital

direct

Whether 20 cr government order will be executed in FY27.

the orderable pipeline is including this 20 K execution... we definitely expect that the entire 20 should be executed in F7.

Nishita Shangesha · Safi Capital

direct

Capex for FY27 and quantification.

the capex would be in the tune of like 9 to 10 cr rupees or I would say 8 and a half to 10 cr rupees and fy 27 pertaining to new product development specifically.

Nishita Shangesha · Safi Capital

direct

Revenue guidance for FY27.

we are expecting a top line of approximately 105 cr for the next for FY27... about 60 cr from two dealer channel business 20 cr from government... 15 cr from free media... about 8 to 10 crores on spare part revenue.

AID but with MIT engineers · Research desk

direct

Reason for spare part revenue decline from 17 cr to 5.64 cr.

two reasons for the decline... first the effort business has become significant more... margins have come under pressure... customers have increasingly shifted towards direct procurement... secondly a small portion is linked to the slowdown in the LP squeezer segment.

AID but with MIT engineers · Research desk

evasive

Why company is not growing like peers (e.g., Value Mobility).

we have focused more on developing our engineering and product development capability... we now have four RTO scooters in our pipeline... we see that we can participate in sustained growth... it's part of a long-term strategy.

Canel Savla · Art Invest

direct

Update on show cause notice dated 28 Feb 2026.

the showcase notice... was pertaining to a dispute regarding GST notification... we have won an exactly similar case... we already replied to the department and waiting for them.

Canel Savla · Art Invest

direct

Two-wheeler and three-wheeler unit sales for current and previous year.

two wheeler segment total sales was about 11,844 units... previous year it was 10,299 units... channel sales 10,454 vs 5,824... OE business 1390 vs 4475... three wheeler this year 2989 units last year 3722 units.

Canel Savla · Art Invest

partial

Status of motorcycle launch and timeline.

the primary reason why we did not launch the motorcycle was prioritization on capital allocation... we are actually targeting and trying to launch it by end of this financial year.

AU Thiagi · Hakong Capital

direct

Capex to revenue ratio and expected output from capex.

the additional revenue from that... would be about like 50 cr rupees on a capex of say like 10 cr rupees... overall turnover would be about 150 155 for FI28.

Ashok Sha · Research desk

evasive

Why company does not offer buyback given high cash balance.

the decision relating to company buyback involves several considerations... we do not want to be constrained for cash... every quarter board... opportunity will definitely do something.