| 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
- ₹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 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 Investor Presentation: Key Takeaways
Vaibhav Global reported strong Q1 FY27 results with Revenue of ₹917 Cr (up 13% YoY) and PAT of ₹56 Cr (up 50% YoY).
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.