| Management target | Revenue 11.0% FY27 |
|---|
| Revenue growth | 12.7% YoY reported; constant currency growth largely flat. |
|---|---|
| Margins | Margins improved to 11% helped by tariff refunds and vertical integration. |
| Demand visibility | Cautious outlook due to US fuel costs and UK macro headwinds. |
| Management confidence | Balanced; optimistic on digital shift despite weak US/UK discretionary demand. |
Growth
Revenue hit ₹917 Cr; EBITDA margin improved to 11% from 9.2% YoY, aided by vertical integration.
Outlook
FY27 guidance maintained at 9-11% revenue growth with 50-100 bps EBITDA margin expansion.
Risks
Growth remains vulnerable to macro headwinds and volatile consumer spending in US and UK markets.
Last quarter's promises, checked
Delivered
- Guided 50-100 bps EBITDA expansion → delivered 140 bps (= BEAT)
- Targeted Germany EBITDA breakeven in FY26 → delivered Breakeven (= BEAT)
- Guided in-house brand >50% B2C sales by FY27 → delivered >50% in FY26 (= BEAT)
Partly delivered
- Guided 20-22% tax rate → delivered ~22% (= PARTIAL)
Missed
- Guided 9-11% revenue growth → delivered 10% (= MET/PARTIAL)
- Targeted volume growth → delivered 9-10% volume decline (= MISS)
Earnings Call Transcript filed with NSE, NSE: VAIBHAVGBL. Summary written with AI assistance from the document.
Vaibhav Global Ltd: key numbers
- Share price
- ₹200.29
- Market cap
- ₹3,360 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.
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Vaibhav Global Credit Rating
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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