Vaibhav Global Ltd (BOM:532156)

Q2 2025 Vaibhav Global Ltd Earnings Call Transcript

Nov 12, 2024 / 11:30 AM GMT

Release Date Price: ₹276.65 (-2.67%)

Transcript

Key Points

Positve

Vaibhav Global Ltd (BOM:532156) reported a 13% revenue growth, indicating continued business momentum.
The company maintained strong gross margins at 63.5%, supported by strategic pricing and a favorable product mix.
The unique customer base increased by 51% year over year, reaching approximately 682,000.
The UK market showed a 15% revenue growth, with Ideal World contributing significantly.
Vaibhav Global Ltd (BOM:532156) achieved a milestone of serving 93 million meals under its community impact initiative.

Negative

The EBITDA margin declined to 8.7% from 9.5% due to increased investments in digital marketing and higher airtime costs.
US revenue declined by 1.6% year over year, impacted by election activities and the Olympics.
The company faces challenges with budget pay options, leading to significant impairment losses on financial assets.
Content and broadcasting costs have increased significantly, impacting profitability.
The digital growth rate was only 11.8% year over year, which may be a concern as it was without Mindful Souls in the base.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VAIB.NS - Vaibhav Global Ltd
Q2 2025 Vaibhav Global Ltd Earnings Call
Nov 12, 2024 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to Viber Global Limited Q2 and H1 FY25 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star and zero on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Miss Disha Shah from Atrato Pr Thank you and over to you, ma'am.

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Unidentified_2 [2]
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