| Revenue growth | 13% YoY consolidated; 21% digital; 9% TV. |
|---|---|
| Margins | EBITDA margin improved to 11% from 9% YoY. |
| Demand visibility | Strong engagement; 127mn+ household reach and high repeat purchases. |
| Management confidence | High; citing 'profitable engine' and resilient business model. |
Growth
EBITDA grew 37% YoY to ₹102 Cr. Digital revenues rose 21% YoY to ₹398 Cr.
Outlook
Targets 50%+ digital revenue share. Margins expected to strengthen meaningfully via in-house brand growth (~57% share).
Risks
Seasonal business volatility and evolving consumer sentiment in European markets are noted headwinds.
Last quarter's promises, checked
Delivered
- Guided 50% in-house brand share → delivered 50% (= BEAT)
- Guided Germany EBITDA breakeven in FY26 → delivered breakeven (= BEAT)
- Guided highest ever free cash flow → delivered INR 272 Cr (= BEAT)
Partly delivered
- Guided 50% digital mix by FY27 → delivered 44% (= PARTIAL)
- Guided 50% lifestyle product share → delivered 35% (= PARTIAL)
Investor Presentation filed with NSE, NSE: VAIBHAVGBL. Summary written with AI assistance from 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.
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.
Vaibhav Global Employee Stock Options
Vaibhav Global Limited allotted 1,51,969 equity shares to its Employee Stock Option Welfare Trust under employee benefit schemes.
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
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
Vaibhav Global Q1 FY27 Results: Net Profit ₹56.4 Cr, Up 50.0% YoY
Vaibhav Global Ltd reported revenue from operations of ₹917.1 Cr (+12.7% YoY) and net profit of ₹56.4 Cr (+50.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹56.4 Cr · +50.0% YoY
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.