Vaibhav Global Ltd (BOM:532156)

Q4 2026 Vaibhav Global Ltd Earnings Call Transcript

May 22, 2026 / 08:30 AM GMT

Release Date Price: ₹219.4 (-3.84%)

Transcript

Key Points

Positve

Profit before tax grew 41% year-on-year, indicating strong financial performance.
EBITDA margin improved to 10.8%, reflecting better operational efficiency.
In-house brand contribution exceeded 50% of B2C sales, achieved a year ahead of schedule.
Germany turned EBITDA positive for the full year, contributing to overall profitability.
Generated highest ever free cash flow of Rs 272 crores in FY26, showcasing strong cash generation capabilities.

Negative

Volumes declined across both TV and digital platforms by about 9% to 10%, indicating potential demand challenges.
Unique customer base has decreased, raising concerns about customer acquisition and retention.
Gross margins have not improved significantly despite a shift towards digital sales and higher ASPs.
The US market has been growing at low single digits for the last three years, indicating slow growth in a key market.
Tariff-related uncertainties continue to pose risks, potentially impacting future profitability.

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

VAIB.NS - Vaibhav Global Ltd
Q4 2026 Vaibhav Global Ltd Earnings Call
May 22, 2026 / 08:30AM 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 WebUrf Global Limited Q4 and FY26 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 then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Nishita Bhatt from AdFactors PR.

Thank you, and over to you, ma'am.

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Unidentified_2 [2]
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