| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 12.7% YoY reported; flat on constant currency basis. |
|---|---|
| Margins | Gross margin 67%; EBITDA margin expanded to 11%. |
| Demand visibility | Soft discretionary demand in US/UK; Germany showing stabilization. |
| Management confidence | High confidence in medium-term recovery and 2030 targets. |
Growth
Revenue ₹917cr (+12.7%), EBITDA ₹102cr (+37%), PAT ₹56cr (+50%). Digital revenue grew 21% YoY.
Outlook
FY27 revenue guidance of 9-11% with 50-100 bps EBITDA margin expansion. Vision 2030 target: ₹5,000-5,500cr revenue.
Risks
Cautious consumer spending in US/UK, Middle East conflict disruptions, and volatile macroeconomic factors.
Last quarter's promises, checked
Delivered
- Germany EBITDA positive → Delivered (Breakeven achieved in FY26 = BEAT)
- In-house brands >50% B2C sales → Delivered (Crossed 50% = BEAT)
- Free Cash Flow generation → Delivered (Highest ever ₹272cr = BEAT)
Partly delivered
- EBITDA margin expansion 50-100 bps → Delivered 11% (On track = PARTIAL)
Missed
- Revenue growth 9-11% → Delivered 12.7% (BEAT, but flat on constant currency = PARTIAL)
Investor Presentation filed with BSE, 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 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 Earnings Call Transcript: Key Takeaways
Vaibhav Global reports 12.7% YoY revenue growth, largely driven by one-time US tariff refunds and favorable forex, masking flat constant-currency performance.
- Call
- Guides 11% growth