Vaibhav Global Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Vaibhav Global's Q1 FY26 revenue rose 8% YoY to INR 814 Cr, with PAT up 37% to INR 38 Cr, maintaining a 63.8% gross margin. Digital sales grew 14%, now 43% of B2C, targeting 50% by FY27. Lab-grown diamonds now contribute 11% to group sales. Amid US tariffs and fluctuating consumer sentiment, FY26 revenue guidance is revised to 7-9% growth. Germany's Q1 loss is expected to turn profitable for the full FY26. The company remains agile, leveraging its vertically integrated model for long-term growth. Sentiment: cautious short-term, confident long-term.