Vaibhav Global Limited has informed the Exchange about Investor Presentation
VAIBHAVGBL · price
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Vaibhav Global Limited shared its Q1 FY2026 investor presentation, reporting total revenue of ₹814 crores, up 8% year-on-year, with PAT growing 37% YoY. Gross margin remained strong at 63.8%, and EBITDA margin improved to 9.2% (from 8.7%) on better operating leverage despite a 25% US import duty on Indian goods. The company hit a record unique customer base of 713K (+12% YoY), stayed net cash positive at ₹174 crores, and declared an interim dividend of ₹1.5 per share (66% payout). Germany achieved EBITDA breakeven in July and is targeted to be profitable in FY26, while UK subsidiary Ideal World stayed EBITDA positive. Management guided FY26 revenue growth at 7-9% given tariff and macro headwinds, but reaffirmed mid-teen revenue growth for later periods.
Near-term outlook is cautious due to US tariff headwinds and weak US consumer demand, reflected in the modest 7-9% FY26 revenue guidance. However, strong margin expansion, robust cash flows, net cash balance, and a healthy dividend signal operational resilience and shareholder-friendly management, which are positive for long-term investors.