SRF / Q4-FY26 / promises

Measure what management said.

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

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PositiveQ4-FY26 · 2026-05-07Back to quarter ↗

Management delivery ledger

Promises over time.

6 tracked

Q3-FY26 · Q2 FY26

Chemicals business growth to exceed 20%

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

FY26 capex guidance of Rs 2,300 crore

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

FY27 Capex: ₹2,200-2,300 crore range

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

Second Pharma Intermediate Plant: ₹180 crore, 8-month timeline

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

Q4 Specialty Chemicals: Significantly better than Q3

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

One AI Launch in FY26, Two in FY27 on track

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

missed

heuristic_v1