VAIBHAVGBL
Vaibhav Global Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
VAIBHAVGBL
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹266 today
BEAR
₹219
-18%
4.9% a year · 13.1x exit
BASE
₹430
+61%
8.5% a year · 24.9x exit
BULL
₹832
+212%
11.5% a year · 46.8x exit
Where the market has priced it
12x17x today49x
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹15.93 (screener) |
|---|---|
| Guided growth | 8.5% a year, said on the call of 28-May-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 13.12x / 24.88x / 46.81x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 26.8x across 7 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
revenue growth 9%generic growth 9%
Looking ahead to FY '27, we remain confident in our growth trajectory and currently expect revenue growth of 9% to 11%, along with an improvement in EBITDA margin of 50 to 100 basis points.
Call 28-May-2026 · bridge confidence medium · transcript PDF