ASALCBR Q4 FY26 Guidance vs Delivery (ASALCBR Management Mirror)

Revenue & Volume Outlook

Management lowered its proprietary IMFL year-over-year volume growth target to 25%-30% in the Mar'26 Qtr, down from the 30%-35% target maintained across the Sep'25 and Dec'25 Qtrs, while concurrently initiating FY27 consolidated revenue guidance of double-digit growth exceeding 10% and projecting value growth to accelerate to approximately 15% from FY28 onwards; additionally, the company introduced a state-specific target to achieve 2 million cases in Kerala. [Status: Downgraded]