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Vaibhav Global Ltd

Q3 FY26Consumer Durables

Vaibhav Global Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹226
Market cap₹3.8K Cr
P/E13.4
Updated23 Aug 2026
Read4 min read

The short version

Revenue growth guidance for FY 2026-27 is 9% to 11%, slightly above previous guidance. - Digital sales are progressing toward 50% of B2C sales by FY '27, up from 42% currently. - Lifestyle product sales currently contribute 35% with a medium-term target of 50%. - Lab-grown diamond (LGD) sales, contributing ~10.7% of retail revenue, are growing steadily. - U.K. Vaibhav Global Limited guides for a revenue growth of 9% to 11% for FY 2026-27. - EBITDA margin is expected to range between 10.5% to 11% in FY 2026-27. - Germany business will start contributing to group EBITDA from FY 2026-27 onwards. - The company anticipates gradual gross margin improvement and cost efficiencies from employee costs and SG&A expenses. - Digital marketing improvements and new contracts in the U.K.

From Vaibhav Global Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Revenue growth guidance for FY 2026-27 is 9% to 11%, slightly above previous guidance.
  • Digital sales are progressing toward 50% of B2C sales by FY '27, up from 42% currently.
  • Lifestyle product sales currently contribute 35% with a medium-term target of 50%.
  • Lab-grown diamond (LGD) sales, contributing ~10.7% of retail revenue, are growing steadily.
  • U.K. business expects growth revival through digital marketing improvements and securing new broadcasting contracts post Ideal World acquisition.
  • Germany business now EBITDA positive with 6% margin; growth expected to continue with improved gross margins and cost rationalization.
  • Customer acquisition strategies aim to reduce breakeven from 9 months to 3–6 months, aiding scale-up.

2 more points from Vaibhav Global Ltd's call on revenue

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Profitability & Margins

See what Vaibhav Global Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • No major capital expenditure (capex) is foreseen overall, except for some capex planned in the U.K. (Page 16).
  • Jaipur manufacturing unit has a low-capex model; future production capacity can be increased with very little capex since the plant is currently well-optimized (Page 14).
  • Investment continues in digital marketing channels such as OTT, Meta, Google, and others to drive growth, but this relates more to marketing spend than capex (Page 9, 13).

2 more points from Vaibhav Global Ltd's call on capex

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Top-ranked in Consumer Durables

Ranked on what management guided this quarter

Guidance-ranked
1Nanta Tech
Rev 1Mar 1
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 2
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Vaibhav Global Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Some relevant points can be inferred: - The company is witnessing strong growth, and internal digital marketing improvements are driving brand performance. - They have ongoing negotiations for new national broadcasting contracts in the U.K. that are expected to contribute to growth.

2 more points from Vaibhav Global Ltd's call on order book

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Vaibhav Global Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹938 Cr, net profit ₹42 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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  • La Opala RG Ltd (Q3 FY26)

    Year-on-Year (Y-o-Y) change in revenue: -7.44% . Key investor presentation takeaways from La Opala RG Ltd's Q3 FY26 investor presentation — and how it ranks aga

  • Global Surfaces Ltd (Q3 FY26)

    Q3-FY26 revenue from operations: INR 593 Mn (28.6% YoY increase from INR 461 Mn in Q3-FY25) [Page 22] . Key investor presentation takeaways from Global Surfaces

  • PC Jeweller Ltd (Q3 FY26)

    875 crores, up 37% YoY from Rs. Key investor presentation takeaways from PC Jeweller Ltd's Q3 FY26 investor presentation — and how it ranks against sector peers

🔎 Who's planning the most growth?

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Frequently Asked Questions

What were Vaibhav Global Ltd Q3 FY26 results?

Revenue growth guidance for FY 2026-27 is 9% to 11%, slightly above previous guidance. - Digital sales are progressing toward 50% of B2C sales by FY '27, up from 42% currently. - Lifestyle product sales currently contribute 35% with a medium-term target of 50%. - Lab-grown diamond (LGD) sales, contributing ~10.7% of retail revenue, are growing steadily. - U.K. Vaibhav Global Limited guides for a revenue growth of 9% to 11% for FY 2026-27. - EBITDA margin is expected to range between 10.5% to 11% in FY 2026-27. - Germany business will start contributing to group EBITDA from FY 2026-27 onwards. - The company anticipates gradual gross margin improvement and cost efficiencies from employee costs and SG&A expenses. - Digital marketing improvements and new contracts in the U.K.

What is Vaibhav Global Ltd share price analysis?

Vaibhav Global Ltd currently shows a neutral. The stock trades at a P/E of 13.4 with a market cap of ₹3,827 Cr. Investors should review the full earnings analysis for detailed insights.

Is Vaibhav Global Ltd planning capital expenditure?

No major capital expenditure (capex) is foreseen overall, except for some capex planned in the U.K.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.