Q1-FY26 · Q4 FY25
Quarterly deal wins range of $600M-$800M
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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TECHM / Q2-FY26 / promises
Measure what management said.
Techm · 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.
Q2-FY25 · Q1 FY25
Margin improvement levers sufficient even in flat demand
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
Effective tax rate expected 26%-27% for FY25
The current-quarter record did not contain enough evidence of delivery; the item remains delayed for follow-up.
delayed
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Q2-FY26 · Q1 FY26
Revenue growth to improve from 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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Q3-FY24 · Q2 FY24
Rationalization actions to continue in Q3 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
New organization structure effective January 1, 2024
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
Fresher hiring target of 6,000+ 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
Second-half investments slightly heavier than first half
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
Second half of FY26 expected to be better than first half
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
Net new deal TCV expected to approach $1 billion
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
Capital allocation policy: return 85%+ of free cash flow to shareholders
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
Telecom sector not bottomed out; volatility expected for next couple of quarters
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
Normalized EBIT margin of 7% is the bottom operationally
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
Wage hike impact of 1-1.5% 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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