| Revenue growth | 13% YoY consolidated; 21% digital; 9% TV. |
|---|---|
| Margins | EBITDA margin improved to 11% from 9% YoY. |
| Demand visibility | Strong engagement; 127mn+ household reach and high repeat purchases. |
| Management confidence | High; citing 'profitable engine' and resilient business model. |
Growth
EBITDA grew 37% YoY to ₹102 Cr. Digital revenues rose 21% YoY to ₹398 Cr.
Outlook
Targets 50%+ digital revenue share. Margins expected to strengthen meaningfully via in-house brand growth (~57% share).
Risks
Seasonal business volatility and evolving consumer sentiment in European markets are noted headwinds.
Last quarter's promises, checked
Delivered
- Guided 50% in-house brand share → delivered 50% (= BEAT)
- Guided Germany EBITDA breakeven in FY26 → delivered breakeven (= BEAT)
- Guided highest ever free cash flow → delivered INR 272 Cr (= BEAT)
Partly delivered
- Guided 50% digital mix by FY27 → delivered 44% (= PARTIAL)
- Guided 50% lifestyle product share → delivered 35% (= PARTIAL)
Investor Presentation filed with NSE, NSE: VAIBHAVGBL. Summary written with AI assistance from the document.
Vaibhav Global Ltd: key numbers
- Share price
- ₹201.09
- Market cap
- ₹3,374 Cr
- Revenue (annual)
- ₹3,692 Cr
- Net profit (annual)
- ₹266.1 Cr
- P/E (TTM)
- 11.8×Sector 52.0×
- Promoter holding
- 57.33%-0.10% QoQ
- FII holding
- 16.66%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Vaibhav Global Ltd
All →Vaibhav Global Management Change
Mr. Sanjeev Agrawal has resigned as a Non-Executive Non-Independent Director of Vaibhav Global Limited, effective September 15, 2026.
Vaibhav Global Employee Stock Options
Vaibhav Global Limited allotted 1,51,969 equity shares to its Employee Stock Option Welfare Trust under employee benefit schemes.
Vaibhav Global Credit Rating
CARE Ratings Limited upgraded the bank facility credit ratings for Vaibhav Global Limited to CARE A+; Stable / CARE A1+.
Vaibhav Global Other Announcement
Vaibhav Global's ESG rating was upgraded to 75 (Strong) by ICRA, reflecting the company's progress in environmental, social, and governance initiatives.
Vaibhav Global Business Update
Vaibhav Global Limited has been honoured with the 'India Risk Management Award' for Best-in-Class Risk Management. This recognition underscores the company's commitment to robust enterprise risk governance.
Vaibhav Global Investor Presentation: Key Takeaways
Q1 FY27 revenue rose 12.7% YoY to ₹917cr, with EBITDA up 37% to ₹102cr. Strategy focuses on digital transformation and expanding lab-grown diamonds (13% of retail revenue).
- Call
- Guides 10% growth