Investor Presentation for Q4 & FY26
VAIBHAVGBL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Vaibhav Global Limited reported strong Q4 FY26 results with revenue of Rs. 935 Cr (up 36% YoY) and PAT of Rs. 91.1 Cr (up 167% YoY). EBITDA margin expanded to 10.3% from 8.3% in Q4 FY25, driven by higher in-house brand contribution (now ~50% of B2C revenue, a year ahead of target), better realisation, and technology-driven efficiency gains. The company generated robust free cash flow of Rs. 272 Cr with net cash of Rs. 296 Cr, enabling a total dividend payout of ~Rs. 100 Cr (~37% of FCF). TV business showed strong volume growth (40.5K units, up from 37K) and higher ASPs (US$ 38.5 vs US$ 32.3). UK and Germany operations turned highly profitable with EBITDA growth of 116% and 130% respectively. The company maintained its Great Place to Work certification and achieved ICRA ESG 'Strong' rating of 74.
Strong margin expansion, cash generation, and dividend payout signal a healthy business trajectory. The early achievement of in-house brand targets and UK/Germany profitability turnaround are positives for shareholders, supporting the stock's fundamental strength.