Q1-FY25 · Q4 FY24
Coking coal cost to decline $22-27/ton 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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JSWSTEEL / Q2-FY25 / promises
Measure what management said.
JSW Steel · 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-FY26 · Q4 FY25
Q1 FY26 coking coal cost reduction of $10-$15/ton
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
Q1 FY26 price improvement of INR 3,200-3,250/ton
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
FY24 production guidance of 26.34 million tons
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
Q2 coking coal cost benefit of $45-50/ton
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Q2 raw material cost savings: coking coal down $23-$28/ton, iron ore softer.
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q2-FY25 · Q1 FY25
New capacities at Vijayanagar and BPSL to ramp up in Q3 FY25.
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q2-FY26 · Q1 FY26
Q2 volumes expected to increase sequentially
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q2-FY26 · Q1 FY26
Coking coal cost benefit of ~$5/ton in Q2
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q3-FY24 · Q2 FY24
Production and sales guidance on track 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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Q3-FY24 · Q2 FY24
Coking coal cost expected to moderate
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
FY25 volume guidance maintained at 27M tons sales, 28.4M tons production
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
Q3 coking coal cost reduction of $20-25/ton
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
Steel prices expected to improve in November-December
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q3-FY26 · Q2 FY26
Coking coal cost increase of INR 3-5 in Q3
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q3-FY26 · Q2 FY26
Iron ore prices expected to decline in Q3
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q4-FY24 · Q3 FY24
FY24 volume guidance reiterated: 26.34M tons production, 25M tons sales
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
Coking coal cost expected to increase $20-$25/ton 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-FY24 · Q3 FY24
CapEx spend of ~INR 18,000 crore in FY24
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
FY25 volume guidance at ~98% of 28.4M tons production target
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
Q4 coking coal cost reduction of $10-$15 per ton
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
Q4 iron ore cost benefit of ~₹350/ton from NMDC price cut
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
FY26 volume guidance maintained: production 30.5M tons, sales 29.2M tons
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q4-FY26 · Q3 FY26
Q4 margins expected to improve
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q4-FY26 · Q3 FY26
FY26 capex guidance INR 15,000-16,000 crore
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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