VG

Vaibhav Global Ltd

Q4 FY26Consumer Durables

Vaibhav Global Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

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

The short version

Vaibhav Global Limited expects overall revenue growth of 9% to 11% for FY '27. Vaibhav Global Limited expects revenue growth of 9% to 11% for FY '27.

From Vaibhav Global Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Vaibhav Global Limited expects overall revenue growth of 9% to 11% for FY '27.
  • Medium-term revenue growth guidance is around 10% to 12% CAGR in INR terms.
  • Digital sales mix is targeted to reach 50% of total B2C sales by end of FY '27, supporting growth.
  • Lab-grown diamonds, now 11% of retail revenue, and lifestyle products growing, will drive higher realizations.
  • Germany market has achieved EBITDA breakeven and is expected to contribute to group profitability from FY '27 onwards.
  • Growth is supported by AI-driven marketing, customer acquisition, retention, and personalized content, improving customer quality and lifetime value.

2 more points management made on revenue & sales performance

Profitability & Margins

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

Capital Expenditure Plans

  • Recent capex includes setting up a new warehouse in the U.K., leading to increased right-of-use (ROU) assets.
  • The company is consolidating operations by moving from 4 buildings into one new building in the U.K., aiming for operational efficiencies and cost savings.
  • Continued investments in digital platforms and AI initiatives are ongoing to enhance demand generation, marketing, supply chain, and operations.
  • No explicit mention of large-scale future capex beyond these investments.
  • The focus remains on investing in growth areas like digital marketing, AI-driven technology, and expanding in-house brand capabilities.

2 more points management made on capital expenditure plans

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

5x potential
1Nanta Tech
Rev 1Mar 1
Rev 1Mar 1
3
Rev 1Mar 2
4
Rev 1Mar 3
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

The transcript does not provide specific details on the current or expected order book or pending orders for Vaibhav Global Limited. The discussion primarily focuses on: - Revenue growth, digital transformation, and customer acquisition quality. - Business performance by geography (U.S., U.K., Germany). - Growth in in-house brands, digital sales, and lab-grown diamonds. - AI integration for marketing and operations.

2 more points management made on order book & pipeline

Vaibhav Global Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹935 Cr, net profit ₹91 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were Vaibhav Global Ltd Q4 FY26 results?

Vaibhav Global Limited expects overall revenue growth of 9% to 11% for FY '27. Vaibhav Global Limited expects revenue growth of 9% to 11% for FY '27.

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?

Recent capex includes setting up a new warehouse in the U.K., leading to increased right-of-use (ROU) assets.

Keep Vaibhav Global Ltd on your radar — track it to get its next earnings analysis in your feed.

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.