ALFA Finder| Management target | Revenue 11.0% FY27 |
|---|
| Revenue growth | 12.7% YoY reported; constant currency growth largely flat. |
|---|---|
| Margins | Margins improved to 11% helped by tariff refunds and vertical integration. |
| Demand visibility | Cautious outlook due to US fuel costs and UK macro headwinds. |
| Management confidence | Balanced; optimistic on digital shift despite weak US/UK discretionary demand. |
Growth
Revenue hit ₹917 Cr; EBITDA margin improved to 11% from 9.2% YoY, aided by vertical integration.
Outlook
FY27 guidance maintained at 9-11% revenue growth with 50-100 bps EBITDA margin expansion.
Risks
Growth remains vulnerable to macro headwinds and volatile consumer spending in US and UK markets.
Last quarter's promises, checked
Delivered
- Guided 50-100 bps EBITDA expansion → delivered 140 bps (= BEAT)
- Targeted Germany EBITDA breakeven in FY26 → delivered Breakeven (= BEAT)
- Guided in-house brand >50% B2C sales by FY27 → delivered >50% in FY26 (= BEAT)
Partly delivered
- Guided 20-22% tax rate → delivered ~22% (= PARTIAL)
Missed
- Guided 9-11% revenue growth → delivered 10% (= MET/PARTIAL)
- Targeted volume growth → delivered 9-10% volume decline (= MISS)
Earnings Call Transcript 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.