Vaibhav Global Ltd (VAIBHAVGBL) Q3FY26 Concall Summary - Dec-2025 Qtr
Performance Overview
- The company achieved a milestone by crossing the 1,000 crore consolidated quarterly revenue mark for the first time, reaching 1,066 crore, a growth of 9.1% YoY, slightly ahead of its guidance.
- Gross margins showed significant strength, expanding by 170 basis points YoY to 63%, underscoring the resilience of the company's vertically integrated global supply chain.
- The Germany business turned a significant corner, achieving profitability with an EBITDA margin of approximately 6% for the quarter, and is on track for a full-year EBITDA break-even in FY26.
- Digital transformation continues to gain momentum, with digital channels contributing 42% of B2C revenue. The company is on track to meet its 50% contribution target by the end of FY27.
- In-house brands have become a major sales driver, reaching 48% of the B2C sales contribution during the quarter, progressing well towards the 50% milestone ahead of the FY27 target.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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