ALFA Finder| 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
- ₹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.