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Earnings Call

Vaibhav Global Earnings Call: Key Takeaways

Vaibhav Global reported Q4 FY26 revenue of ₹935 Cr (+10% YoY) and PAT of ₹91.1 Cr, driven by expanding in-house brand contribution (48.8%) and digital growth.

Highlights
Revenue growth10% YoY for Q4; 9% YoY for FY26.
MarginsEBITDA margin improved to 10.3% from 8.3% YoY.
Demand visibilityStrong TV reach of 127mn households; digital contributing 44%+ revenue.
Management confidenceHigh; 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.

Source

Earnings Call filed with BSE, NSE: VAIBHAVGBL. Summary written with AI assistance from the document.

Read the document ↗

Vaibhav Global Ltd: key numbers

Share price
₹206.38
Market cap
₹3,462 Cr
Revenue (annual)
₹3,692 Cr
Net profit (annual)
₹266.1 Cr
P/E (TTM)
12.2×Sector 55.7×
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.

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