ALFA Finder| Revenue growth | 10% YoY for Q4; 9% YoY for FY26. |
|---|---|
| Margins | EBITDA margin improved to 10.3% from 8.3% YoY. |
| Demand visibility | Strong TV reach of 127mn households; digital contributing 44%+ revenue. |
| Management confidence | High; citing structural shifts in video commerce and proprietary platform strength. |
Growth
Q4 revenue grew 10% YoY; EBITDA increased 36% YoY to ₹96 Cr. Full-year FY26 revenue reached ₹3,692 Cr.
Outlook
Targeting 1mn meals/day by FY40; achieved 50% in-house brand sales target a year early.
Risks
Rising freight and fulfillment costs due to sales mix; macro headwinds in UK consumer sentiment.
Earnings Call filed with BSE, NSE: VAIBHAVGBL. Summary written with AI assistance from the document.
Vaibhav Global Ltd: key numbers
- Share price
- ₹170.43
- Market cap
- ₹2,860 Cr
- Revenue (annual)
- ₹3,692 Cr
- Net profit (annual)
- ₹266.1 Cr
- P/E (TTM)
- 10.2×Sector 48.2×
- Promoter holding
- 57.19%-0.14% QoQ
- FII holding
- 16.26%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 Earnings Call Transcript: Key Takeaways
Revenue grew 7% YoY, but margins were hit by costly Shopify migration and UK warehouse consolidation.
- Call
- Guides 11% growth
Vaibhav Global Results Update
Vaibhav Global reported H1 & Q2 FY27 results via press release, with Q2 revenue up 7.0% to ₹938.4 crore and EBITDA of ₹76.2 crore. The release covers platform migration effects and segment performance.
Vaibhav Global Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹938.4 Cr (+7.0% YoY), EBITDA ₹76.2 Cr (8.1% margin), PAT ₹41.7 Cr (4.4%). Shopify migration hurt digital conversion. No numeric guidance given.
Vaibhav Global Dividend
Vaibhav Global fixed 4 November 2026 as the record date for its second interim dividend for FY 2026-27. Shareholders on that date are eligible for the payment.
Vaibhav Global Q2 FY27 Results: Net Profit ₹41.7 Cr, Down 12.4% YoY
Vaibhav Global Ltd reported revenue from operations of ₹938.4 Cr (+7.0% YoY) and net profit of ₹41.7 Cr (-12.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹41.7 Cr · -12.4% YoY
Vaibhav Global Employee Stock Options
Vaibhav Global allotted 39,489 equity shares to its ESOP welfare trust under employee benefit schemes. Paid-up capital rose to Rs. 33.56 Crore after the allotment.