Vaibhav Global Ltd (BOM:532156)

Q3 2025 Vaibhav Global Ltd Earnings Call Transcript

Jan 30, 2025 / 10:30 AM GMT

Release Date Price: ₹278.35 (-2.52%)

Transcript

Key Points

Positve

Vaibhav Global Ltd (BOM:532156) achieved its highest ever quarterly sales of 977 crores, marking a 10% year-over-year growth.
The company's Germany operations have reached breakeven at the EBITA level, contributing positively to the financials.
Lab-grown diamonds have become a significant part of the sales mix, contributing 8.9% to quarterly sales, up from 0.2% a year ago.
The unique customer base has grown by 30% worldwide, excluding acquisitions, indicating strong customer acquisition and retention strategies.
Vaibhav Global Ltd (BOM:532156) declared an interim dividend of INR1.5 per share, reflecting a 39% payout, showcasing robust cash generation and shareholder returns.

Negative

Gross margin decreased by 110 basis points year-over-year to 61.3%, indicating pressure on profitability.
The UK market, excluding acquisitions, saw a 2% decline in standalone B2C revenue, highlighting challenges in organic growth.
The company faces macroeconomic challenges, particularly muted consumer sentiments in the UK and Europe, which could impact future growth.
The TV revenue growth is expected to be in low to mid-single digits, indicating potential stagnation in this segment.
Vaibhav Global Ltd (BOM:532156) has not yet entered the Indian market due to unfavorable economics, missing out on potential growth opportunities in a large market.

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

VAIB.NS - Vaibhav Global Ltd
Q3 2025 Vaibhav Global Ltd Earnings Call
Jan 30, 2025 / 10:30AM 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 the Q3 and nine MF 525 conference call hosted by Viver Global Limited.

As a reminder, all parts lines will remain 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 the operator by pressing star then zero on your touchtone telephone.

Please note that this conference is being recorded.

I now hand over the conference to Mr nsit but from a factors. Pr thank you and over to you.

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Unidentified_2 [2]
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