SPECIALITY Q3 FY26 Guidance vs Delivery (SPECIALITY Management Mirror)

Revenue & Financial Outlook

Lowered (Dec'25 Qtr): Management toned down full-year expectations, previously guiding for 10-15% revenue growth. While they hope to achieve growth, they now caution it will likely be "lower to that number" (15%), dependent on Oct-Dec performance.

Modified (Dec'25 Qtr): SSSG targets were adjusted sequentially. Initially expecting positive SSSG reversals in the Jun'25 Qtr, management later defined a specific target of improving from ~1.3% to between 2.5% and 5% in upcoming quarters (Sep'25 Qtr).

Reaffirmed (Dec'25 Qtr): Delivery contribution remains a key focus, having grown from historical levels of ~5-6% to 24%.