JSW Steel Limited — Q1 FY26
JSW Steel reported Q1 FY26 consolidated revenue of INR 43,147 crore and EBITDA of INR 7,576 crore (margin 17.6%).
neutral
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q4 FY25
Q1 FY26 coking coal cost reduction of $10-$15/ton
Coking coal costs expected to be lower by $10-$15 per ton in Q1 FY26 compared to Q4 FY25.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q4 FY25
Q1 FY26 price improvement of INR 3,200-3,250/ton
Realizations expected to improve by INR 3,200-3,250 per ton in Q1 FY26 vs Q4 FY25 due to price hikes in March-April.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1