VAIBHAVGBLNSEVaibhav Global Limited· Gems Jewellery And WatchesLowNeutral
Announced Thu, 28 May · 18:26 IST

Vaibhav Global Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

VAIBHAVGBL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-2.3%1-day move
₹228.00
prior close
₹227.50
base price
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+1.2+0.7+0.4+0.2-2.3+3.1+0.8+1.8+0.4+0.4+7.4+1.0
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AI summary

Vaibhav Global reported FY26 revenue of INR3,691 crores with EBITDA margin expanding 140 basis points to 10.8%, while profit before tax surged 41% YoY to record levels. The company generated its highest-ever free cash flow of INR272 crores. Key milestones include in-house brands crossing 50% of B2C sales (a year ahead of plan) and Germany achieving EBITDA breakeven for the full year. Digital contribution now stands at ~44% of B2C sales with a target of 50% by end of FY27. Lab-grown diamonds contribute 11% of retail revenue. Management guided for 9-11% revenue growth and 50-100 bps EBITDA margin improvement in FY27, with confidence in returning to peak 15% margins over time.

Likely market impact

Strong operational execution with margin expansion and cash generation signals improving profitability trajectory. Germany turning profitable removes a key drag on group earnings, while in-house brand growth supports long-term margin improvement. The stock's guidance for continued margin gains despite macro headwinds is incrementally positive for shareholders.