Vaibhav Global（532156）株式概要ヴァイバヴ・グローバル・リミテッドは、その子会社とともに、インド、米国、英国、ドイツをはじめ世界各地でファッション・ジュエリーやライフスタイル製品の製造・輸出を行っている。 詳細532156 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金4/6報酬株価収益率（ 16.4 x） Indian市場（ 23.7 x）を下回っています。過去1年間で収益は73.5%増加しました リスク分析過去5年間で収益は年間9.1%減少しました。 不安定な配当実績 すべてのリスクチェックを見る532156 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,735 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,735 investors already sharing narrativesYour Fair Value₹Current Price₹261.8044.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture052b2016201920222025202620282031Revenue ₹52.4bEarnings ₹3.8bAdvancedSet Fair ValueView all narrativesVaibhav Global Limited 競合他社PDSSymbol: NSEI:PDSLMarket cap: ₹51.1bLux IndustriesSymbol: NSEI:LUXINDMarket cap: ₹38.4bKDDLSymbol: BSE:532054Market cap: ₹39.1bGoldiam InternationalSymbol: BSE:526729Market cap: ₹52.1b価格と性能株価の高値、安値、推移の概要Vaibhav Global過去の株価現在の株価₹261.8052週高値₹292.7052週安値₹174.45ベータ0.231ヶ月の変化7.30%3ヶ月変化18.86%1年変化6.25%3年間の変化-23.37%5年間の変化-66.61%IPOからの変化1,560.11%最新ニュースReported Earnings • Jul 15Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹36.9b (up 9.2% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.2% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹256. The fair value is estimated to be ₹205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.Upcoming Dividend • Jun 18Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 03 September 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).Buy Or Sell Opportunity • Jun 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ₹249. The fair value is estimated to be ₹206, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.Declared Dividend • May 25Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 25th June 2026 Payment date: 3rd September 2026 Dividend yield will be 2.7%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 47% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.0% EPS decline seen over the last 5 years.Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹37.3b (up 11% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.1% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesReported Earnings • Jul 15Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹36.9b (up 9.2% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.2% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹256. The fair value is estimated to be ₹205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.Upcoming Dividend • Jun 18Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 03 September 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).Buy Or Sell Opportunity • Jun 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ₹249. The fair value is estimated to be ₹206, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.Declared Dividend • May 25Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 25th June 2026 Payment date: 3rd September 2026 Dividend yield will be 2.7%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 47% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.0% EPS decline seen over the last 5 years.Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹37.3b (up 11% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.1% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • May 22Vaibhav Global Limited, Annual General Meeting, Aug 04, 2026Vaibhav Global Limited, Annual General Meeting, Aug 04, 2026.お知らせ • May 07Vaibhav Global Limited to Report Q4, 2026 Results on May 21, 2026Vaibhav Global Limited announced that they will report Q4, 2026 results on May 21, 2026Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹217, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 17x in the Luxury industry in India. Total loss to shareholders of 25% over the past three years.New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹259, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 18x in the Luxury industry in India. Total loss to shareholders of 12% over the past three years.Declared Dividend • Jan 30Third quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 3rd February 2026 Payment date: 26th February 2026 Dividend yield will be 2.7%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 47% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.5% EPS decline seen over the last 5 years.Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: ₹5.39 (vs ₹3.85 in 3Q 2025)Third quarter 2026 results: EPS: ₹5.39 (up from ₹3.85 in 3Q 2025). Revenue: ₹10.7b (up 9.6% from 3Q 2025). Net income: ₹898.0m (up 41% from 3Q 2025). Profit margin: 8.4% (up from 6.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jan 12Vaibhav Global Limited to Report Q3, 2026 Results on Jan 27, 2026Vaibhav Global Limited announced that they will report Q3, 2026 results on Jan 27, 2026Declared Dividend • Nov 01Second quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 6th November 2025 Payment date: 28th November 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 70% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: ₹2.85 (vs ₹1.68 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.85 (up from ₹1.68 in 2Q 2025). Revenue: ₹8.88b (up 12% from 2Q 2025). Net income: ₹475.5m (up 71% from 2Q 2025). Profit margin: 5.4% (up from 3.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Oct 13Vaibhav Global Limited to Report Q2, 2026 Results on Oct 29, 2025Vaibhav Global Limited announced that they will report Q2, 2026 results on Oct 29, 2025お知らせ • Jul 22Vaibhav Global Limited to Report Q1, 2026 Results on Aug 05, 2025Vaibhav Global Limited announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • Jul 15Full year 2025 earnings released: EPS: ₹9.25 (vs ₹7.74 in FY 2024)Full year 2025 results: EPS: ₹9.25 (up from ₹7.74 in FY 2024). Revenue: ₹33.8b (up 11% from FY 2024). Net income: ₹1.53b (up 20% from FY 2024). Profit margin: 4.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.Upcoming Dividend • Jun 20Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 04 September 2025. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 2.6%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.6%).Declared Dividend • May 24Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 27th June 2025 Payment date: 4th September 2025 Dividend yield will be 2.5%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.お知らせ • May 22Vaibhav Global Limited, Annual General Meeting, Aug 05, 2025Vaibhav Global Limited, Annual General Meeting, Aug 05, 2025.Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹9.25 (vs ₹7.74 in FY 2024)Full year 2025 results: EPS: ₹9.25 (up from ₹7.74 in FY 2024). Revenue: ₹34.1b (up 12% from FY 2024). Net income: ₹1.53b (up 20% from FY 2024). Profit margin: 4.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.お知らせ • May 10Vaibhav Global Limited to Report Q4, 2025 Results on May 21, 2025Vaibhav Global Limited announced that they will report Q4, 2025 results on May 21, 2025お知らせ • Mar 08+ 1 more updateVaibhav Global Limited Announces Cessation of Sunil Goyal as Independent DirectorVaibhav Global Limited informed that Mr. Sunil Goyal (DIN: 00110601), has completed his second and final term as an Independent Director and consequently ceased to be a Director of the Company on 07th March, 2025.Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: ₹3.85 (vs ₹2.87 in 3Q 2024)Third quarter 2025 results: EPS: ₹3.85 (up from ₹2.87 in 3Q 2024). Revenue: ₹9.80b (up 10% from 3Q 2024). Net income: ₹638.2m (up 35% from 3Q 2024). Profit margin: 6.5% (up from 5.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Jan 30+ 1 more updateVaibhav Global Limited Appoints Yashasvi Pareek as Company Secretary and Compliance OfficerVaibhav Global Limited at its board meeting held on January 29, 2025 approved appointment of Mr. Yashasvi Pareek (ACS 39220), as Company Secretary and Compliance Officer (Key Managerial Person) of the Company, with effect from 29th January, 2025. Mr. Yashasvi Pareek is a qualified Company Secretary & Bachelor of Law (LLB) with over 10 years of experience in corporate governance, regulatory compliance, and legal affairs. He is proficient in ensuring adherence to SEBI Regulations, Companies Act, 2013 and FEMA guidelines. Mr. Pareek is skilled in managing secretarial audits, board & shareholder meetings and demonstrates expertise in implementing and managing various employee benefit schemes. In his previous role as Deputy Company Secretary and Compliance Officer of the Company, he assisted in developing various SOPs to streamline compliance process.お知らせ • Jan 20Omshree Gulab Tex Private Limited entered into a share purchase agreement to acquire Vaibhav Vistar Limited from Vaibhav Global Limited (NSEI:VAIBHAVGBL) for INR 85 million.Omshree Gulab Tex Private Limited entered into a share purchase agreement to acquire Vaibhav Vistar Limited from Vaibhav Global Limited (NSEI:VAIBHAVGBL) for INR 85 million on January 18, 2025. A cash consideration of INR 85 million will be paid by Omshree Gulab Tex Private Limited. As part of consideration, INR 85 million is paid towards common equity of Vaibhav Vistar Limited. In related transaction, the Board of Directors of Vaibhav Lifestyle Limited and Vaibhav Vistar Limited have decided to call off the proposed merger. The expected completion of the transaction is March 31, 2025.お知らせ • Jan 10Vaibhav Global Limited to Report Q3, 2025 Results on Jan 29, 2025Vaibhav Global Limited announced that they will report Q3, 2025 results on Jan 29, 2025Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹280, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 29x in the Luxury industry in India. Total loss to shareholders of 49% over the past three years.Declared Dividend • Nov 13Second quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 20th November 2024 Payment date: 11th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 56% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.4% EPS decline seen over the last 5 years.Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹1.68 (vs ₹1.78 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.68 (down from ₹1.78 in 2Q 2024). Revenue: ₹8.05b (up 14% from 2Q 2024). Net income: ₹278.0m (down 5.3% from 2Q 2024). Profit margin: 3.5% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Oct 17Vaibhav Global Limited to Report Q2, 2025 Results on Nov 11, 2024Vaibhav Global Limited announced that they will report Q2, 2025 results on Nov 11, 2024Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Non Executive Independent Director Retailgeek Goldberg was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Aug 05First quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 9th August 2024 Payment date: 31st August 2024 Dividend yield will be 1.8%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 12% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.Reported Earnings • Jul 16Full year 2024 earnings released: EPS: ₹7.74 (vs ₹6.39 in FY 2023)Full year 2024 results: EPS: ₹7.74 (up from ₹6.39 in FY 2023). Revenue: ₹30.4b (up 13% from FY 2023). Net income: ₹1.28b (up 22% from FY 2023). Profit margin: 4.2% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Jul 11Vaibhav Global Limited to Report Q1, 2025 Results on Aug 01, 2024Vaibhav Global Limited announced that they will report Q1, 2025 results on Aug 01, 2024Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₹277, the stock trades at a trailing P/E ratio of 36x. Average trailing P/E is 26x in the Luxury industry in India. Total loss to shareholders of 64% over the past three years.Declared Dividend • May 25Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 28th June 2024 Payment date: 31st August 2024 Dividend yield will be 1.6%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 15% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.9% EPS decline seen over the last 5 years.お知らせ • May 25Vaibhav Global Limited, Annual General Meeting, Aug 01, 2024Vaibhav Global Limited, Annual General Meeting, Aug 01, 2024.Reported Earnings • May 24Full year 2024 earnings released: EPS: ₹7.74 (vs ₹6.39 in FY 2023)Full year 2024 results: EPS: ₹7.74 (up from ₹6.39 in FY 2023). Revenue: ₹30.7b (up 14% from FY 2023). Net income: ₹1.28b (up 22% from FY 2023). Profit margin: 4.2% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.お知らせ • May 24Vaibhav Global Limited Recommends Final Dividend for the Financial Year Ended March 31, 2024The Board of Directors of Vaibhav Global Limited at its meeting held on 23rd May, 2024. Recommended the Final Dividend of INR 1.50/- per Equity Share (on the face value of INR 2/- per Equity Share) for the financial year ended 31st March, 2024, subject to the approval/declaration by the shareholders at the ensuing Annual General Meeting (AGM) of the Company. The above dividend, if approved/declared by the shareholders at the ensuing AGM will be credited/dispatched within 30 days from the date of the AGM. The register of members and share transfer books of the Company shall be closed on 29th June, 2024 (Book Closure Date) for the purpose of Annual General Meeting and Payment of Final Dividend.お知らせ • May 08Vaibhav Global Limited to Report Q4, 2024 Results on May 23, 2024Vaibhav Global Limited announced that they will report Q4, 2024 results on May 23, 2024お知らせ • Feb 07Vaibhav Global Limited Announces Cessation of James Patrick Clarke as Independent DirectorVaibhav Global Limited announced that Mr. James Patrick Clarke, has completed his second and final term as an Independent Director and consequently ceased to be a Director of the Company on 6th February, 2024.Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹2.87 (vs ₹2.37 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.87 (up from ₹2.37 in 3Q 2023). Revenue: ₹8.88b (up 23% from 3Q 2023). Net income: ₹474.3m (up 22% from 3Q 2023). Profit margin: 5.3% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹488, the stock trades at a trailing P/E ratio of 66.3x. Average trailing P/E is 29x in the Luxury industry in India. Total loss to shareholders of 2.9% over the past three years.お知らせ • Dec 28Vaibhav Global Limited to Report Q3, 2024 Results on Jan 30, 2024Vaibhav Global Limited announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: ₹1.78 (vs ₹1.40 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.78 (up from ₹1.40 in 2Q 2023). Revenue: ₹7.08b (up 9.2% from 2Q 2023). Net income: ₹293.7m (up 28% from 2Q 2023). Profit margin: 4.1% (up from 3.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Oct 18Vaibhav Global Limited Announces Appointment of Mr. Jason Charles Goldberg as an Non Executive Independent DirectorVaibhav Global Limited announced the appointment of Mr. Jason Charles Goldberg as an Non Executive Independent Director . Mr. Jason Charles Goldberg appointed as an Additional Director under the category of NonExecutive Independent Director of the Company, to hold office for a first term of two years commencing from 17th October, 2023 to 16th October, 2025, subject to the approval of shareholders, whose office shall not be liable to retire by rotation. Jason Charles Goldberg, age 56 years, is the Chief Commerce Strategy Officer at Publicis Groupe and Lead all thought leadership and subject matter expertise in digital commerce and shopper marketing for Publicis Worldwide, including developing the firms POVs on digital marketing tactics relevant to ecommerce and retail clients. Jason is a 4th generation retailer, who has been helping brands and retailers respond to digital disruption for 30 years. With a focus on ecommerce and digital marketing for omnichannel retailers, he has worked with over 100 clients on the Internet Top 500 and has been responsible for billions of dollars in online revenues. Under his twitter feed retailgeek, he is one of the most followed ecommerce subject matter experts on the web. He is the executive chairman of the board of directors of shop.org (National Retail Federation Digital Advisory Board). Jason has served as an expert witness in Federal Court on ecommerce, a guest lecturer on retail and ecommerce at the Kellogg School of Management for Northwestern University, hosts iTunes top ecommerce podcast called "The Jason & Scot Show", and has been voted one of retail's top global influencers by Vend five consecutive years. He's a Forbes contributor, Retailwire Braintrust, and Path to Purchase Institute faculty. In 2017, he was inducted into the National Retail Federation "The List" of people shaping the future of retail. He is B.S. in Information and Computer Science from University of California.お知らせ • Sep 28Vaibhav Global Limited to Report Q2, 2024 Results on Oct 30, 2023Vaibhav Global Limited announced that they will report Q2, 2024 results on Oct 30, 2023Reported Earnings • Jul 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹6.39 (down from ₹14.56 in FY 2022). Revenue: ₹26.9b (down 2.2% from FY 2022). Net income: ₹1.05b (down 56% from FY 2022). Profit margin: 3.9% (down from 8.6% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jul 12Vaibhav Global Limited Recommends Final Dividend for the Financial Year Ended 31 March, 2023Vaibhav Global Limited proposed to declare a final dividend of INR 1.50 per equity share (@75%) for the year ended 31 March 2023 and to confirm 1st interim dividend of INR 1.50 per equity share (@75%), 2nd interim dividend of INR 1.50 per equity share (@75%) and 3rd interim dividend of INR 1.50 per equity share (@75%), already paid during the year 2022-23.Upcoming Dividend • Jun 23Upcoming dividend of ₹1.50 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 01 September 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.5%).お知らせ • May 19Vaibhav Global Limited, Annual General Meeting, Aug 02, 2023Vaibhav Global Limited, Annual General Meeting, Aug 02, 2023. Agenda: To consider final dividend for the financial year ended 31 March, 2023.お知らせ • May 18Vaibhav Global Limited Recommends Final Dividend for the Financial Year Ended 31st March, 2023Vaibhav Global Limited recommended the Final Dividend of INR 1.50 per Equity Share (on the face value of INR 2 per Equity Share) for the financial year ended 31st March, 2023, subject to the approval/declaration by the shareholders at the upcoming Annual General Meeting (AGM) of the Company. The above dividend, if approved/declared by the shareholders at the upcoming AGM will be credited/dispatched within 30 days from the date of the AGM.Reported Earnings • May 18Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹6.29 (down from ₹14.56 in FY 2022). Revenue: ₹27.2b (down 1.6% from FY 2022). Net income: ₹1.05b (down 56% from FY 2022). Profit margin: 3.9% (down from 8.6% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • May 05Vaibhav Global Limited to Report Q4, 2023 Results on May 17, 2023Vaibhav Global Limited announced that they will report Q4, 2023 results on May 17, 2023お知らせ • Jan 25Vaibhav Global Limited Recommends the Third Interim Dividend for the Financial Year 2022-23Vaibhav Global Limited recommended the third interim dividend of INR 1.50 per Equity Share for the financial year 2022-23 at the board meeting held on January 24, 2023.Reported Earnings • Jan 25Third quarter 2023 earnings released: EPS: ₹2.37 (vs ₹4.26 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.37 (down from ₹4.26 in 3Q 2022). Revenue: ₹7.38b (down 1.7% from 3Q 2022). Net income: ₹389.1m (down 44% from 3Q 2022). Profit margin: 5.3% (down from 9.3% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Jan 12Vaibhav Global Limited to Report Q3, 2023 Results on Jan 24, 2023Vaibhav Global Limited announced that they will report Q3, 2023 results on Jan 24, 2023Price Target Changed • Nov 16Price target decreased to ₹679Down from ₹929, the current price target is provided by 1 analyst. New target price is 108% above last closing price of ₹327. Stock is down 44% over the past year. The company is forecast to post earnings per share of ₹10.40 for next year compared to ₹14.56 last year.Reported Earnings • Oct 31Second quarter 2023 earnings released: EPS: ₹1.40 (vs ₹2.57 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.40 (down from ₹2.57 in 2Q 2022). Revenue: ₹6.48b (up 1.2% from 2Q 2022). Net income: ₹229.3m (down 46% from 2Q 2022). Profit margin: 3.5% (down from 6.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 29+ 1 more updateVaibhav Global Limited Declares Second Interim Dividend for the Financial Year 2022-23Vaibhav Global Limited announced that at its Board of Directors of the Company at its meeting held on 27 October, 2022, declared second Interim Dividend of INR 1.50/- per Equity Share (on the face value of INR 2/- per Equity Share) for the financial year 2022-23. The Record Date for determining the entitlement of the shareholders for the payment of aforesaid interim dividend shall be 5th November, 2022 and aforesaid dividend shall be paid /dispatched to the equity shareholders of the Company within 30 days from the date of declaration.Major Estimate Revision • Oct 29Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹29.6b to ₹28.2b. EPS estimate also fell from ₹11.60 per share to ₹10.40 per share. Net income forecast to grow 20% next year vs 14% growth forecast for Luxury industry in India. Consensus price target of ₹782 unchanged from last update. Share price rose 4.4% to ₹356 over the past week.お知らせ • Oct 13Vaibhav Global Limited to Report Q2, 2023 Results on Oct 27, 2022Vaibhav Global Limited announced that they will report Q2, 2023 results on Oct 27, 2022お知らせ • Aug 04Vaibhav Global Limited Provides Revenue Guidance for the Year 2023Vaibhav Global Limited announced that the company's outlook for the year 2023 and mid-term remains intact and they expect to deliver mid-single digit growth in this fiscal year and mid-teens revenue growth in subsequent periods.お知らせ • Aug 03+ 1 more updateVaibhav Global Limited Retirement of Nirmal Kumar Bardiya as DirectorVaibhav Global Limited announced pursuant to the approval of the shareholders in the 33rd Annual General Meeting of the Company held on 2nd August, 2022, Mr. Nirmal Kumar Bardiya has been retired from the position of Director of the Company with effect from 02nd August, 2021.お知らせ • Jul 28Vaibhav Global Limited Announces Cessation of Santiago Roces as Independent DirectorVaibhav Global Limited informed that pursuant to completion of tenure as an Independent director of the Company, Mr. Santiago Roces (DIN: 07246975) has ceased to be a Director of the Company on 27th July, 2022.お知らせ • Jul 26Vaibhav Global Limited to Report Q1, 2023 Results on Aug 02, 2022Vaibhav Global Limited announced that they will report Q1, 2023 results at 3:30 PM, Indian Standard Time on Aug 02, 2022Reported Earnings • Jul 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: ₹14.56 (down from ₹16.77 in FY 2021). Revenue: ₹27.6b (up 8.5% from FY 2021). Net income: ₹2.38b (down 13% from FY 2021). Profit margin: 8.6% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 7.1%, compared to a 24% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.Upcoming Dividend • Jun 22Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.9%). Higher than average of industry peers (0.6%).Price Target Changed • May 25Price target decreased to ₹782Down from ₹927, the current price target is provided by 1 analyst. New target price is 120% above last closing price of ₹355. Stock is down 57% over the past year. The company is forecast to post earnings per share of ₹18.30 for next year compared to ₹14.56 last year.お知らせ • May 24+ 2 more updatesVaibhav Global Limited Recommends Final Dividend for the Financial Year Ended March 31, 2022Vaibhav Global Limited at its board meeting held on May 23, 2022 recommended the final dividend of INR 1.50 per Equity Share (on the face value of INR 2 per Equity Share) for the financial year ended March 31, 2022, subject to the approval/declaration by the shareholders at the upcoming Annual General Meeting (AGM) of the Company. The register of members and share transfer books of the Company shall be closed on, 1st July, 2022 for the purpose of Annual General Meeting and Payment of Final Dividend.お知らせ • May 17Vaibhav Global Limited to Report Q4, 2022 Results on May 23, 2022Vaibhav Global Limited announced that they will report Q4, 2022 results on May 23, 2022Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹461, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Luxury industry in India. Total returns to shareholders of 278% over the past three years.Price Target Changed • Jan 31Price target decreased to ₹927Down from ₹1,090, the current price target is provided by 1 analyst. New target price is 100% above last closing price of ₹464. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₹12.10 for next year compared to ₹16.77 last year.お知らせ • Jan 30+ 1 more updateVaibhav Global Limited Provides Earnings Guidance for the Fiscal Year 2022 and 2023Vaibhav Global Limited provided earnings guidance for the fiscal year 2022 and 2023. The company expects their overall revenue growth to be 8% to 10% in the current financial year on top of 28% robust growth of last year. They expect their growth rate to be 13% to 15% in next financial year and 15% to 17% in midterm.Reported Earnings • Jan 28Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: ₹4.26 (down from ₹5.70 in 3Q 2021). Revenue: ₹7.51b (up 3.1% from 3Q 2021). Net income: ₹695.5m (down 25% from 3Q 2021). Profit margin: 9.3% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 12%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jan 05Insider recently sold ₹1.5m worth of stockOn the 31st of December, Puran Rathore sold around 2k shares on-market at roughly ₹582 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹142m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹618, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Luxury industry in India. Total returns to shareholders of 351% over the past three years.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS ₹2.57 (vs ₹4.36 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹6.41b (up 6.5% from 2Q 2021). Net income: ₹421.8m (down 40% from 2Q 2021). Profit margin: 6.6% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹575, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Luxury industry in India. Total returns to shareholders of 334% over the past three years.Recent Insider Transactions • Sep 18President of Shop LC recently sold ₹12m worth of stockOn the 14th of September, Amit Agarwal sold around 15k shares on-market at roughly ₹773 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.Recent Insider Transactions • Sep 10Insider recently sold ₹2.1m worth of stockOn the 6th of September, Ankur Sogani sold around 3k shares on-market at roughly ₹752 per share. In the last 3 months, they made an even bigger sale worth ₹4.2m. Insiders have been net sellers, collectively disposing of ₹7.7m more than they bought in the last 12 months.Executive Departure • Sep 08Non-Executive Independent Director Monica Justice has left the companyOn the 5th of September, Monica Justice's tenure as Non-Executive Independent Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Monica's name. Monica is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.17 years.Recent Insider Transactions • Sep 03Insider recently sold ₹1.4m worth of stockOn the 30th of August, Ankur Sogani sold around 2k shares on-market at roughly ₹717 per share. In the last 3 months, they made an even bigger sale worth ₹4.2m. Insiders have been net sellers, collectively disposing of ₹11m more than they bought in the last 12 months.Reported Earnings • Jul 10Full year 2021 earnings released: EPS ₹16.77 (vs ₹11.73 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹25.5b (up 28% from FY 2020). Net income: ₹2.72b (up 43% from FY 2020). Profit margin: 11% (up from 9.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jun 30Insider recently sold ₹4.2m worth of stockOn the 22nd of June, Ankur Sogani sold around 5k shares on-market at roughly ₹836 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹34m more than they bought in the last 12 months.Upcoming Dividend • Jun 24Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 28 August 2021. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.5%).Recent Insider Transactions • Jun 13Non-Executive Non-Independent Director recently sold ₹170m worth of stockOn the 9th of June, Nirmal Bardiya sold around 213k shares on-market at roughly ₹798 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹206m more than they bought in the last 12 months.お知らせ • May 16Vaibhav Global Limited Proposes Final Dividend for the Year Ended March 31, 2021Vaibhav Global Limited at its AGM to be held on July 29, 2021 proposes final dividend of INR 1.50 per equity share (face value of INR 2 each) for the year ended March 31, 2021. The register of members and share transfer books of the company shall be closed on 2 July, 2021 for the purpose of Annual General Meeting and Payment of Final Dividend.Reported Earnings • May 14Full year 2021 earnings released: EPS ₹83.86 (vs ₹11.73 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹25.6b (up 28% from FY 2020). Net income: ₹2.72b (up 43% from FY 2020). Profit margin: 11% (up from 9.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.株主還元532156IN LuxuryIN 市場7D0.3%2.0%-0.2%1Y6.3%8.8%-0.5%株主還元を見る業界別リターン: 532156過去 1 年間で8.8 % の収益を上げたIndian Luxury業界を下回りました。リターン対市場: 532156過去 1 年間で-0.5 % の収益を上げたIndian市場を上回りました。価格変動Is 532156's price volatile compared to industry and market?532156 volatility532156 Average Weekly Movement5.2%Luxury Industry Average Movement6.2%Market Average Movement6.0%10% most volatile stocks in IN Market9.1%10% least volatile stocks in IN Market3.8%安定した株価: 532156 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 532156の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19801,106Sunil Agrawalwww.vaibhavglobal.comヴァイバヴ・グローバル・リミテッドは、その子会社とともに、インド、米国、英国、ドイツをはじめ、世界各地でファッション・ジュエリーやライフスタイル製品の製造・輸出を行っている。宝石やアクセサリー、ホームデコレーション、ビューティーケア、アパレル・アクセサリーなどのライフスタイル製品、コールセンターサービスなどを提供している。同社は、24時間365日の独自のテレショッピング・チャンネルや、ウェブサイト、モバイル・アプリケーション、マーケットプレイス、OTTプラットフォームなどの様々なデジタル・プラットフォームを通じた電子小売を含む、宝石とライフスタイル製品の販売を行っている。同社は1980年に設立され、インドのジャイプールに本社を置いている。ヴァイバヴ・グローバル・リミテッドはブレット・エンタープライズ・プライベート・リミテッドの子会社である。もっと見るVaibhav Global Limited 基礎のまとめVaibhav Global の収益と売上を時価総額と比較するとどうか。532156 基礎統計学時価総額₹43.77b収益（TTM）₹2.66b売上高(TTM)₹36.92b16.4xPER（株価収益率1.2xP/Sレシオ532156 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計532156 損益計算書（TTM）収益₹36.92b売上原価₹12.82b売上総利益₹24.10bその他の費用₹21.44b収益₹2.66b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）15.93グロス・マージン65.27%純利益率7.21%有利子負債／自己資本比率6.8%532156 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り38%配当性向532156 配当は確実ですか？532156 配当履歴とベンチマークを見る532156 、いつまでに購入すれば配当金を受け取れますか？Vaibhav Global 配当日配当落ち日Jun 25 2026配当支払日Sep 03 2026配当落ちまでの日数25 days配当支払日までの日数45 days532156 配当は確実ですか？532156 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/19 20:54終値2026/07/17 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vaibhav Global Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Nitin BhasinAmbit CapitalNivedan ReddyAxis Capital LimitedKameswari V. S. ChavaliFirstCall Research
Reported Earnings • Jul 15Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹36.9b (up 9.2% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.2% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹256. The fair value is estimated to be ₹205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.
Upcoming Dividend • Jun 18Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 03 September 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).
Buy Or Sell Opportunity • Jun 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ₹249. The fair value is estimated to be ₹206, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.
Declared Dividend • May 25Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 25th June 2026 Payment date: 3rd September 2026 Dividend yield will be 2.7%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 47% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.0% EPS decline seen over the last 5 years.
Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹37.3b (up 11% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.1% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 15Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹36.9b (up 9.2% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.2% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to ₹256. The fair value is estimated to be ₹205, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.
Upcoming Dividend • Jun 18Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 25 June 2026. Payment date: 03 September 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).
Buy Or Sell Opportunity • Jun 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 22% to ₹249. The fair value is estimated to be ₹206, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 26%.
Declared Dividend • May 25Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 25th June 2026 Payment date: 3rd September 2026 Dividend yield will be 2.7%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 47% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.0% EPS decline seen over the last 5 years.
Reported Earnings • May 23Full year 2026 earnings released: EPS: ₹15.97 (vs ₹9.25 in FY 2025)Full year 2026 results: EPS: ₹15.97 (up from ₹9.25 in FY 2025). Revenue: ₹37.3b (up 11% from FY 2025). Net income: ₹2.66b (up 74% from FY 2025). Profit margin: 7.1% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • May 22Vaibhav Global Limited, Annual General Meeting, Aug 04, 2026Vaibhav Global Limited, Annual General Meeting, Aug 04, 2026.
お知らせ • May 07Vaibhav Global Limited to Report Q4, 2026 Results on May 21, 2026Vaibhav Global Limited announced that they will report Q4, 2026 results on May 21, 2026
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹217, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 17x in the Luxury industry in India. Total loss to shareholders of 25% over the past three years.
New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 14% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change).
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹259, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 18x in the Luxury industry in India. Total loss to shareholders of 12% over the past three years.
Declared Dividend • Jan 30Third quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 3rd February 2026 Payment date: 26th February 2026 Dividend yield will be 2.7%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (48% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 17% per year over the past 7 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 47% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.5% EPS decline seen over the last 5 years.
Reported Earnings • Jan 28Third quarter 2026 earnings released: EPS: ₹5.39 (vs ₹3.85 in 3Q 2025)Third quarter 2026 results: EPS: ₹5.39 (up from ₹3.85 in 3Q 2025). Revenue: ₹10.7b (up 9.6% from 3Q 2025). Net income: ₹898.0m (up 41% from 3Q 2025). Profit margin: 8.4% (up from 6.5% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jan 12Vaibhav Global Limited to Report Q3, 2026 Results on Jan 27, 2026Vaibhav Global Limited announced that they will report Q3, 2026 results on Jan 27, 2026
Declared Dividend • Nov 01Second quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 6th November 2025 Payment date: 28th November 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (57% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 70% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: ₹2.85 (vs ₹1.68 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.85 (up from ₹1.68 in 2Q 2025). Revenue: ₹8.88b (up 12% from 2Q 2025). Net income: ₹475.5m (up 71% from 2Q 2025). Profit margin: 5.4% (up from 3.5% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Oct 13Vaibhav Global Limited to Report Q2, 2026 Results on Oct 29, 2025Vaibhav Global Limited announced that they will report Q2, 2026 results on Oct 29, 2025
お知らせ • Jul 22Vaibhav Global Limited to Report Q1, 2026 Results on Aug 05, 2025Vaibhav Global Limited announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • Jul 15Full year 2025 earnings released: EPS: ₹9.25 (vs ₹7.74 in FY 2024)Full year 2025 results: EPS: ₹9.25 (up from ₹7.74 in FY 2024). Revenue: ₹33.8b (up 11% from FY 2024). Net income: ₹1.53b (up 20% from FY 2024). Profit margin: 4.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
Upcoming Dividend • Jun 20Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 04 September 2025. Payout ratio is a comfortable 65% and the cash payout ratio is 77%. Trailing yield: 2.6%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.6%).
Declared Dividend • May 24Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 27th June 2025 Payment date: 4th September 2025 Dividend yield will be 2.5%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (71% earnings payout ratio) and cash flows (77% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 22% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.
お知らせ • May 22Vaibhav Global Limited, Annual General Meeting, Aug 05, 2025Vaibhav Global Limited, Annual General Meeting, Aug 05, 2025.
Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹9.25 (vs ₹7.74 in FY 2024)Full year 2025 results: EPS: ₹9.25 (up from ₹7.74 in FY 2024). Revenue: ₹34.1b (up 12% from FY 2024). Net income: ₹1.53b (up 20% from FY 2024). Profit margin: 4.5% (up from 4.2% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year and the company’s share price has also fallen by 9% per year.
お知らせ • May 10Vaibhav Global Limited to Report Q4, 2025 Results on May 21, 2025Vaibhav Global Limited announced that they will report Q4, 2025 results on May 21, 2025
お知らせ • Mar 08+ 1 more updateVaibhav Global Limited Announces Cessation of Sunil Goyal as Independent DirectorVaibhav Global Limited informed that Mr. Sunil Goyal (DIN: 00110601), has completed his second and final term as an Independent Director and consequently ceased to be a Director of the Company on 07th March, 2025.
Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: ₹3.85 (vs ₹2.87 in 3Q 2024)Third quarter 2025 results: EPS: ₹3.85 (up from ₹2.87 in 3Q 2024). Revenue: ₹9.80b (up 10% from 3Q 2024). Net income: ₹638.2m (up 35% from 3Q 2024). Profit margin: 6.5% (up from 5.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 30+ 1 more updateVaibhav Global Limited Appoints Yashasvi Pareek as Company Secretary and Compliance OfficerVaibhav Global Limited at its board meeting held on January 29, 2025 approved appointment of Mr. Yashasvi Pareek (ACS 39220), as Company Secretary and Compliance Officer (Key Managerial Person) of the Company, with effect from 29th January, 2025. Mr. Yashasvi Pareek is a qualified Company Secretary & Bachelor of Law (LLB) with over 10 years of experience in corporate governance, regulatory compliance, and legal affairs. He is proficient in ensuring adherence to SEBI Regulations, Companies Act, 2013 and FEMA guidelines. Mr. Pareek is skilled in managing secretarial audits, board & shareholder meetings and demonstrates expertise in implementing and managing various employee benefit schemes. In his previous role as Deputy Company Secretary and Compliance Officer of the Company, he assisted in developing various SOPs to streamline compliance process.
お知らせ • Jan 20Omshree Gulab Tex Private Limited entered into a share purchase agreement to acquire Vaibhav Vistar Limited from Vaibhav Global Limited (NSEI:VAIBHAVGBL) for INR 85 million.Omshree Gulab Tex Private Limited entered into a share purchase agreement to acquire Vaibhav Vistar Limited from Vaibhav Global Limited (NSEI:VAIBHAVGBL) for INR 85 million on January 18, 2025. A cash consideration of INR 85 million will be paid by Omshree Gulab Tex Private Limited. As part of consideration, INR 85 million is paid towards common equity of Vaibhav Vistar Limited. In related transaction, the Board of Directors of Vaibhav Lifestyle Limited and Vaibhav Vistar Limited have decided to call off the proposed merger. The expected completion of the transaction is March 31, 2025.
お知らせ • Jan 10Vaibhav Global Limited to Report Q3, 2025 Results on Jan 29, 2025Vaibhav Global Limited announced that they will report Q3, 2025 results on Jan 29, 2025
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹280, the stock trades at a trailing P/E ratio of 37.3x. Average trailing P/E is 29x in the Luxury industry in India. Total loss to shareholders of 49% over the past three years.
Declared Dividend • Nov 13Second quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 20th November 2024 Payment date: 11th December 2024 Dividend yield will be 2.2%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 56% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.4% EPS decline seen over the last 5 years.
Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹1.68 (vs ₹1.78 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.68 (down from ₹1.78 in 2Q 2024). Revenue: ₹8.05b (up 14% from 2Q 2024). Net income: ₹278.0m (down 5.3% from 2Q 2024). Profit margin: 3.5% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 17Vaibhav Global Limited to Report Q2, 2025 Results on Nov 11, 2024Vaibhav Global Limited announced that they will report Q2, 2025 results on Nov 11, 2024
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Non Executive Independent Director Retailgeek Goldberg was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Aug 05First quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 9th August 2024 Payment date: 31st August 2024 Dividend yield will be 1.8%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 12% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.0% EPS decline seen over the last 5 years.
Reported Earnings • Jul 16Full year 2024 earnings released: EPS: ₹7.74 (vs ₹6.39 in FY 2023)Full year 2024 results: EPS: ₹7.74 (up from ₹6.39 in FY 2023). Revenue: ₹30.4b (up 13% from FY 2023). Net income: ₹1.28b (up 22% from FY 2023). Profit margin: 4.2% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 11Vaibhav Global Limited to Report Q1, 2025 Results on Aug 01, 2024Vaibhav Global Limited announced that they will report Q1, 2025 results on Aug 01, 2024
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to ₹277, the stock trades at a trailing P/E ratio of 36x. Average trailing P/E is 26x in the Luxury industry in India. Total loss to shareholders of 64% over the past three years.
Declared Dividend • May 25Fourth quarter dividend of ₹1.50 announcedDividend of ₹1.50 is the same as last year. Ex-date: 28th June 2024 Payment date: 31st August 2024 Dividend yield will be 1.6%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 15% to shift the payout ratio to a potentially unsustainable range, which is more than the 3.9% EPS decline seen over the last 5 years.
お知らせ • May 25Vaibhav Global Limited, Annual General Meeting, Aug 01, 2024Vaibhav Global Limited, Annual General Meeting, Aug 01, 2024.
Reported Earnings • May 24Full year 2024 earnings released: EPS: ₹7.74 (vs ₹6.39 in FY 2023)Full year 2024 results: EPS: ₹7.74 (up from ₹6.39 in FY 2023). Revenue: ₹30.7b (up 14% from FY 2023). Net income: ₹1.28b (up 22% from FY 2023). Profit margin: 4.2% (up from 3.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
お知らせ • May 24Vaibhav Global Limited Recommends Final Dividend for the Financial Year Ended March 31, 2024The Board of Directors of Vaibhav Global Limited at its meeting held on 23rd May, 2024. Recommended the Final Dividend of INR 1.50/- per Equity Share (on the face value of INR 2/- per Equity Share) for the financial year ended 31st March, 2024, subject to the approval/declaration by the shareholders at the ensuing Annual General Meeting (AGM) of the Company. The above dividend, if approved/declared by the shareholders at the ensuing AGM will be credited/dispatched within 30 days from the date of the AGM. The register of members and share transfer books of the Company shall be closed on 29th June, 2024 (Book Closure Date) for the purpose of Annual General Meeting and Payment of Final Dividend.
お知らせ • May 08Vaibhav Global Limited to Report Q4, 2024 Results on May 23, 2024Vaibhav Global Limited announced that they will report Q4, 2024 results on May 23, 2024
お知らせ • Feb 07Vaibhav Global Limited Announces Cessation of James Patrick Clarke as Independent DirectorVaibhav Global Limited announced that Mr. James Patrick Clarke, has completed his second and final term as an Independent Director and consequently ceased to be a Director of the Company on 6th February, 2024.
Reported Earnings • Feb 01Third quarter 2024 earnings released: EPS: ₹2.87 (vs ₹2.37 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.87 (up from ₹2.37 in 3Q 2023). Revenue: ₹8.88b (up 23% from 3Q 2023). Net income: ₹474.3m (up 22% from 3Q 2023). Profit margin: 5.3% (down from 5.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹488, the stock trades at a trailing P/E ratio of 66.3x. Average trailing P/E is 29x in the Luxury industry in India. Total loss to shareholders of 2.9% over the past three years.
お知らせ • Dec 28Vaibhav Global Limited to Report Q3, 2024 Results on Jan 30, 2024Vaibhav Global Limited announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: ₹1.78 (vs ₹1.40 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.78 (up from ₹1.40 in 2Q 2023). Revenue: ₹7.08b (up 9.2% from 2Q 2023). Net income: ₹293.7m (up 28% from 2Q 2023). Profit margin: 4.1% (up from 3.5% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Oct 18Vaibhav Global Limited Announces Appointment of Mr. Jason Charles Goldberg as an Non Executive Independent DirectorVaibhav Global Limited announced the appointment of Mr. Jason Charles Goldberg as an Non Executive Independent Director . Mr. Jason Charles Goldberg appointed as an Additional Director under the category of NonExecutive Independent Director of the Company, to hold office for a first term of two years commencing from 17th October, 2023 to 16th October, 2025, subject to the approval of shareholders, whose office shall not be liable to retire by rotation. Jason Charles Goldberg, age 56 years, is the Chief Commerce Strategy Officer at Publicis Groupe and Lead all thought leadership and subject matter expertise in digital commerce and shopper marketing for Publicis Worldwide, including developing the firms POVs on digital marketing tactics relevant to ecommerce and retail clients. Jason is a 4th generation retailer, who has been helping brands and retailers respond to digital disruption for 30 years. With a focus on ecommerce and digital marketing for omnichannel retailers, he has worked with over 100 clients on the Internet Top 500 and has been responsible for billions of dollars in online revenues. Under his twitter feed retailgeek, he is one of the most followed ecommerce subject matter experts on the web. He is the executive chairman of the board of directors of shop.org (National Retail Federation Digital Advisory Board). Jason has served as an expert witness in Federal Court on ecommerce, a guest lecturer on retail and ecommerce at the Kellogg School of Management for Northwestern University, hosts iTunes top ecommerce podcast called "The Jason & Scot Show", and has been voted one of retail's top global influencers by Vend five consecutive years. He's a Forbes contributor, Retailwire Braintrust, and Path to Purchase Institute faculty. In 2017, he was inducted into the National Retail Federation "The List" of people shaping the future of retail. He is B.S. in Information and Computer Science from University of California.
お知らせ • Sep 28Vaibhav Global Limited to Report Q2, 2024 Results on Oct 30, 2023Vaibhav Global Limited announced that they will report Q2, 2024 results on Oct 30, 2023
Reported Earnings • Jul 14Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹6.39 (down from ₹14.56 in FY 2022). Revenue: ₹26.9b (down 2.2% from FY 2022). Net income: ₹1.05b (down 56% from FY 2022). Profit margin: 3.9% (down from 8.6% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jul 12Vaibhav Global Limited Recommends Final Dividend for the Financial Year Ended 31 March, 2023Vaibhav Global Limited proposed to declare a final dividend of INR 1.50 per equity share (@75%) for the year ended 31 March 2023 and to confirm 1st interim dividend of INR 1.50 per equity share (@75%), 2nd interim dividend of INR 1.50 per equity share (@75%) and 3rd interim dividend of INR 1.50 per equity share (@75%), already paid during the year 2022-23.
Upcoming Dividend • Jun 23Upcoming dividend of ₹1.50 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 01 September 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.5%).
お知らせ • May 19Vaibhav Global Limited, Annual General Meeting, Aug 02, 2023Vaibhav Global Limited, Annual General Meeting, Aug 02, 2023. Agenda: To consider final dividend for the financial year ended 31 March, 2023.
お知らせ • May 18Vaibhav Global Limited Recommends Final Dividend for the Financial Year Ended 31st March, 2023Vaibhav Global Limited recommended the Final Dividend of INR 1.50 per Equity Share (on the face value of INR 2 per Equity Share) for the financial year ended 31st March, 2023, subject to the approval/declaration by the shareholders at the upcoming Annual General Meeting (AGM) of the Company. The above dividend, if approved/declared by the shareholders at the upcoming AGM will be credited/dispatched within 30 days from the date of the AGM.
Reported Earnings • May 18Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹6.29 (down from ₹14.56 in FY 2022). Revenue: ₹27.2b (down 1.6% from FY 2022). Net income: ₹1.05b (down 56% from FY 2022). Profit margin: 3.9% (down from 8.6% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • May 05Vaibhav Global Limited to Report Q4, 2023 Results on May 17, 2023Vaibhav Global Limited announced that they will report Q4, 2023 results on May 17, 2023
お知らせ • Jan 25Vaibhav Global Limited Recommends the Third Interim Dividend for the Financial Year 2022-23Vaibhav Global Limited recommended the third interim dividend of INR 1.50 per Equity Share for the financial year 2022-23 at the board meeting held on January 24, 2023.
Reported Earnings • Jan 25Third quarter 2023 earnings released: EPS: ₹2.37 (vs ₹4.26 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.37 (down from ₹4.26 in 3Q 2022). Revenue: ₹7.38b (down 1.7% from 3Q 2022). Net income: ₹389.1m (down 44% from 3Q 2022). Profit margin: 5.3% (down from 9.3% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Jan 12Vaibhav Global Limited to Report Q3, 2023 Results on Jan 24, 2023Vaibhav Global Limited announced that they will report Q3, 2023 results on Jan 24, 2023
Price Target Changed • Nov 16Price target decreased to ₹679Down from ₹929, the current price target is provided by 1 analyst. New target price is 108% above last closing price of ₹327. Stock is down 44% over the past year. The company is forecast to post earnings per share of ₹10.40 for next year compared to ₹14.56 last year.
Reported Earnings • Oct 31Second quarter 2023 earnings released: EPS: ₹1.40 (vs ₹2.57 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.40 (down from ₹2.57 in 2Q 2022). Revenue: ₹6.48b (up 1.2% from 2Q 2022). Net income: ₹229.3m (down 46% from 2Q 2022). Profit margin: 3.5% (down from 6.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Luxury industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 29+ 1 more updateVaibhav Global Limited Declares Second Interim Dividend for the Financial Year 2022-23Vaibhav Global Limited announced that at its Board of Directors of the Company at its meeting held on 27 October, 2022, declared second Interim Dividend of INR 1.50/- per Equity Share (on the face value of INR 2/- per Equity Share) for the financial year 2022-23. The Record Date for determining the entitlement of the shareholders for the payment of aforesaid interim dividend shall be 5th November, 2022 and aforesaid dividend shall be paid /dispatched to the equity shareholders of the Company within 30 days from the date of declaration.
Major Estimate Revision • Oct 29Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹29.6b to ₹28.2b. EPS estimate also fell from ₹11.60 per share to ₹10.40 per share. Net income forecast to grow 20% next year vs 14% growth forecast for Luxury industry in India. Consensus price target of ₹782 unchanged from last update. Share price rose 4.4% to ₹356 over the past week.
お知らせ • Oct 13Vaibhav Global Limited to Report Q2, 2023 Results on Oct 27, 2022Vaibhav Global Limited announced that they will report Q2, 2023 results on Oct 27, 2022
お知らせ • Aug 04Vaibhav Global Limited Provides Revenue Guidance for the Year 2023Vaibhav Global Limited announced that the company's outlook for the year 2023 and mid-term remains intact and they expect to deliver mid-single digit growth in this fiscal year and mid-teens revenue growth in subsequent periods.
お知らせ • Aug 03+ 1 more updateVaibhav Global Limited Retirement of Nirmal Kumar Bardiya as DirectorVaibhav Global Limited announced pursuant to the approval of the shareholders in the 33rd Annual General Meeting of the Company held on 2nd August, 2022, Mr. Nirmal Kumar Bardiya has been retired from the position of Director of the Company with effect from 02nd August, 2021.
お知らせ • Jul 28Vaibhav Global Limited Announces Cessation of Santiago Roces as Independent DirectorVaibhav Global Limited informed that pursuant to completion of tenure as an Independent director of the Company, Mr. Santiago Roces (DIN: 07246975) has ceased to be a Director of the Company on 27th July, 2022.
お知らせ • Jul 26Vaibhav Global Limited to Report Q1, 2023 Results on Aug 02, 2022Vaibhav Global Limited announced that they will report Q1, 2023 results at 3:30 PM, Indian Standard Time on Aug 02, 2022
Reported Earnings • Jul 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: ₹14.56 (down from ₹16.77 in FY 2021). Revenue: ₹27.6b (up 8.5% from FY 2021). Net income: ₹2.38b (down 13% from FY 2021). Profit margin: 8.6% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 7.1%, compared to a 24% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year and the company’s share price has also increased by 21% per year.
Upcoming Dividend • Jun 22Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.9%). Higher than average of industry peers (0.6%).
Price Target Changed • May 25Price target decreased to ₹782Down from ₹927, the current price target is provided by 1 analyst. New target price is 120% above last closing price of ₹355. Stock is down 57% over the past year. The company is forecast to post earnings per share of ₹18.30 for next year compared to ₹14.56 last year.
お知らせ • May 24+ 2 more updatesVaibhav Global Limited Recommends Final Dividend for the Financial Year Ended March 31, 2022Vaibhav Global Limited at its board meeting held on May 23, 2022 recommended the final dividend of INR 1.50 per Equity Share (on the face value of INR 2 per Equity Share) for the financial year ended March 31, 2022, subject to the approval/declaration by the shareholders at the upcoming Annual General Meeting (AGM) of the Company. The register of members and share transfer books of the Company shall be closed on, 1st July, 2022 for the purpose of Annual General Meeting and Payment of Final Dividend.
お知らせ • May 17Vaibhav Global Limited to Report Q4, 2022 Results on May 23, 2022Vaibhav Global Limited announced that they will report Q4, 2022 results on May 23, 2022
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹461, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Luxury industry in India. Total returns to shareholders of 278% over the past three years.
Price Target Changed • Jan 31Price target decreased to ₹927Down from ₹1,090, the current price target is provided by 1 analyst. New target price is 100% above last closing price of ₹464. Stock is down 17% over the past year. The company is forecast to post earnings per share of ₹12.10 for next year compared to ₹16.77 last year.
お知らせ • Jan 30+ 1 more updateVaibhav Global Limited Provides Earnings Guidance for the Fiscal Year 2022 and 2023Vaibhav Global Limited provided earnings guidance for the fiscal year 2022 and 2023. The company expects their overall revenue growth to be 8% to 10% in the current financial year on top of 28% robust growth of last year. They expect their growth rate to be 13% to 15% in next financial year and 15% to 17% in midterm.
Reported Earnings • Jan 28Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: ₹4.26 (down from ₹5.70 in 3Q 2021). Revenue: ₹7.51b (up 3.1% from 3Q 2021). Net income: ₹695.5m (down 25% from 3Q 2021). Profit margin: 9.3% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 12%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jan 05Insider recently sold ₹1.5m worth of stockOn the 31st of December, Puran Rathore sold around 2k shares on-market at roughly ₹582 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹142m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹618, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Luxury industry in India. Total returns to shareholders of 351% over the past three years.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS ₹2.57 (vs ₹4.36 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹6.41b (up 6.5% from 2Q 2021). Net income: ₹421.8m (down 40% from 2Q 2021). Profit margin: 6.6% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹575, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 17x in the Luxury industry in India. Total returns to shareholders of 334% over the past three years.
Recent Insider Transactions • Sep 18President of Shop LC recently sold ₹12m worth of stockOn the 14th of September, Amit Agarwal sold around 15k shares on-market at roughly ₹773 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹23m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 10Insider recently sold ₹2.1m worth of stockOn the 6th of September, Ankur Sogani sold around 3k shares on-market at roughly ₹752 per share. In the last 3 months, they made an even bigger sale worth ₹4.2m. Insiders have been net sellers, collectively disposing of ₹7.7m more than they bought in the last 12 months.
Executive Departure • Sep 08Non-Executive Independent Director Monica Justice has left the companyOn the 5th of September, Monica Justice's tenure as Non-Executive Independent Director ended after 2.0 years in the role. We don't have any record of a personal shareholding under Monica's name. Monica is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.17 years.
Recent Insider Transactions • Sep 03Insider recently sold ₹1.4m worth of stockOn the 30th of August, Ankur Sogani sold around 2k shares on-market at roughly ₹717 per share. In the last 3 months, they made an even bigger sale worth ₹4.2m. Insiders have been net sellers, collectively disposing of ₹11m more than they bought in the last 12 months.
Reported Earnings • Jul 10Full year 2021 earnings released: EPS ₹16.77 (vs ₹11.73 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹25.5b (up 28% from FY 2020). Net income: ₹2.72b (up 43% from FY 2020). Profit margin: 11% (up from 9.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jun 30Insider recently sold ₹4.2m worth of stockOn the 22nd of June, Ankur Sogani sold around 5k shares on-market at roughly ₹836 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹34m more than they bought in the last 12 months.
Upcoming Dividend • Jun 24Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 30 June 2021. Payment date: 28 August 2021. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.5%).
Recent Insider Transactions • Jun 13Non-Executive Non-Independent Director recently sold ₹170m worth of stockOn the 9th of June, Nirmal Bardiya sold around 213k shares on-market at roughly ₹798 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹206m more than they bought in the last 12 months.
お知らせ • May 16Vaibhav Global Limited Proposes Final Dividend for the Year Ended March 31, 2021Vaibhav Global Limited at its AGM to be held on July 29, 2021 proposes final dividend of INR 1.50 per equity share (face value of INR 2 each) for the year ended March 31, 2021. The register of members and share transfer books of the company shall be closed on 2 July, 2021 for the purpose of Annual General Meeting and Payment of Final Dividend.
Reported Earnings • May 14Full year 2021 earnings released: EPS ₹83.86 (vs ₹11.73 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹25.6b (up 28% from FY 2020). Net income: ₹2.72b (up 43% from FY 2020). Profit margin: 11% (up from 9.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has increased by 84% per year, which means it is tracking significantly ahead of earnings growth.
