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Earnings Call

Vaibhav Global Earnings Call: Key Takeaways

VGL delivered a strong Q4 FY26 with 41% PBT growth. Focus remains on digital scaling, in-house brands (now >50% of B2C sales), and AI integration.

Highlights
Revenue growth10% YoY in Q4; FY27 guidance 9-11%.
MarginsEBITDA margin 10.8% in FY26; 50-100 bps expansion targeted.
Demand visibilitySupportive macro expected; digital traction improving in US/UK.
Management confidenceHigh; cited digital maturity and Germany breakeven.

Growth

Q4 revenue grew 10% YoY to ₹935cr; FY26 revenue ₹3,691cr. PBT rose 41% YoY in Q4.

Outlook

FY27 revenue guidance of 9-11% growth; EBITDA margin expansion of 50-100 bps targeted.

Risks

Cautious discretionary spending, volatile precious metal prices, and geopolitical tariff uncertainties in core US/UK markets.

Source

Earnings Call filed with NSE, 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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