KKCL Q3 FY26 Guidance vs Delivery (KKCL Management Mirror)

Revenue & Growth Outlook

Reaffirmed (Dec'25 Qtr): Management maintained confidence in achieving 1,500 crore in sales by FY28, aligning with a broad growth guidance of 15% to 20% over the next 2-3 years.

Modified (Sequential): Guidance evolved from a specific FY26 target of 18-20% (Jun'25 Qtr) to a broader double-digit/17-18% expectation (Sep'25 Qtr), before settling on the 15-20% range for the medium term in the Dec'25 Qtr.

Upgraded (Dec'25 Qtr): Management explicitly stated they expect to surpass estimates for the current fiscal year, a shift from the "optimistic but sticking to guidance" tone in Jun'25 Qtr.