HAVELLS / Q1-FY24 / promises

Measure what management said.

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

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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.

WatchQ1-FY24 · 2023-07-20Back to quarter ↗

Management delivery ledger

Promises over time.

15 tracked

Q1-FY25 · Q4 FY24

Cable capacity commissioning in June 2024

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

missed

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Q1-FY25 · Q4 FY24

Potential price increases in Q1 FY25

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

missed

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Q2-FY24 · Q1 FY24

CapEx of INR 600 crore for FY24

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

Switchgear contribution margin target 38-40%

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

Cables & wires contribution margin aspiration 14-15%

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

Lloyd margin improvement expected 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-FY25 · Q2 FY25

CapEx of INR 1,000 crore for FY25

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

Cables & Wires margins to normalize by Q4 FY25

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

Lighting pricing bottoming out by Q4 FY25

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

Channel inventory normalization by Q3 end

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

Lloyd contribution margin improvement from Q4

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

Expect normalcy in B2C demand and strong summer season

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

Switchgear margins to normalize to 23-24%

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

missed

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Q4-FY26 · Q3 FY26

RAC price hike of 5-10% in Q4

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

missed

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Q4-FY26 · Q3 FY26

Channel inventory normalization by March 2026

Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.

close

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