ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 12.7% YoY reported; flat on constant currency basis. |
|---|---|
| Margins | Gross margin 67%; EBITDA margin expanded to 11%. |
| Demand visibility | Soft discretionary demand in US/UK; Germany showing stabilization. |
| Management confidence | High confidence in medium-term recovery and 2030 targets. |
Growth
Revenue ₹917cr (+12.7%), EBITDA ₹102cr (+37%), PAT ₹56cr (+50%). Digital revenue grew 21% YoY.
Outlook
FY27 revenue guidance of 9-11% with 50-100 bps EBITDA margin expansion. Vision 2030 target: ₹5,000-5,500cr revenue.
Risks
Cautious consumer spending in US/UK, Middle East conflict disruptions, and volatile macroeconomic factors.
Last quarter's promises, checked
Delivered
- Germany EBITDA positive → Delivered (Breakeven achieved in FY26 = BEAT)
- In-house brands >50% B2C sales → Delivered (Crossed 50% = BEAT)
- Free Cash Flow generation → Delivered (Highest ever ₹272cr = BEAT)
Partly delivered
- EBITDA margin expansion 50-100 bps → Delivered 11% (On track = PARTIAL)
Missed
- Revenue growth 9-11% → Delivered 12.7% (BEAT, but flat on constant currency = PARTIAL)
Investor Presentation filed with BSE, 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.