VAIBHAVGBLNSEVaibhav Global Limited· Gems Jewellery And WatchesMediumNeutral
Announced Thu, 22 May · 02:03 IST

Vaibhav Global Limited has informed the Exchange regarding 'Investor Presentation for Q4 & FY25'.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

VAIBHAVGBL · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Vaibhav Global reported Q4 FY25 revenue of ₹850 crores (up 8% YoY) and full-year FY25 revenue of ₹3,380 crores (up 11% YoY). Profit after tax surged 62% YoY in Q4 to ₹34 crores, with FY25 PAT at ₹153 crores. Gross margins remained healthy at 62.1% in Q4 and 63.1% for the year, while EBITDA margins held at 8.3% (Q4) and 9.4% (FY25). Digital sales mix grew to 41% with a 5-year CAGR of 16%, and the company guided to reach 50% digital contribution by FY27. The company remains net cash positive at ₹170 crores, generated ₹162 crores operating cash flow and ₹127 crores free cash flow, and recommended a final dividend of ₹1.5/share, taking total FY25 payout to 65%. Management guided for 8-12% FY26 revenue growth supported by operating leverage, with mid-teens growth targeted for future periods. Germany grew 18.7% in local currency and is moving toward EBITDA profitability in FY26, while Ideal World maintained EBITDA profitability in H2.

Likely market impact

Shareholders get clarity on continued growth momentum with management's forward guidance of 8-12% revenue growth and operating leverage benefits in FY26. The strong 65% dividend payout, net cash position, and accelerating digital mix should support investor confidence, though UK remains a drag on overall performance.