Q1-FY25 · Q4 FY24
R&D spend to be 8-10% of sales in FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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SUNPHARMA / Q3-FY25 / promises
Measure what management said.
Sunpharma · 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-FY25 · Q4 FY24
Deuruxolitinib launch post-PDUFA date (July 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-FY26 · Q4 FY25
Leqselvi launch in Q2 FY26
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
R&D spend guidance maintained at ~6-7% of sales 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-FY24 · Q1 FY24
India business to grow in line with or better than market in coming quarters
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
Lenalidomide sales expected to remain episodic
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
R&D spend to step up to 8-10% of sales 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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Q2-FY25 · Q1 FY25
Leqselvi launch pending court decision on preliminary injunction
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
Effective tax rate around 25% for FY2026
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
R&D spend guidance maintained
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
R&D spend to be 7-8% of sales 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-FY26 · Q2 FY26
Unloxcyt launch in H2 FY26
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
Ilumya psoriatic arthritis filing in H2 FY26
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
Incremental specialty spend of ~$100M in FY26
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
R&D spend to touch lower end of 7% guidance 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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Q4-FY24 · Q3 FY24
Nidlegy filing with European authorities in H1 2024
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
close
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Q4-FY25 · Q3 FY25
FY25 R&D spend to be less than 7% of 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-FY25 · Q3 FY25
Specialty sales growth to normalize after Q3 inventory build
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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