SHK Q4 FY26 Guidance vs Delivery (SHK Management Mirror)

Did SHK's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

S H Kelkar and Company Ltd (SHK) Q4FY26 Management Mirror - Mar-2026 Qtr

Revenue & Growth Outlook

Management initially guided for a 15% revenue CAGR over the next 3-4 years in the Sep'25 Qtr, lowered the long-term CAGR target to 12% in the Dec'25 Qtr (setting FY25 as the base year), and acknowledged in the Dec'25 Qtr that reaching 12% by Mar'26 would be difficult, though they expect growth to accelerate past 12% the following year. [Status: Downgraded]

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