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Akshay Rajawat    


Surat, India

I am CA student and along side perusing the CFA (U.S.). I have a 6 month experience in Equity Research where i have done my internship programme in the same. I am keen to write an articles on Equity.

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Contributor since: 2022

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VAIBHAVGBL

Comments: 0 | Likes: 0 | Current Price: ₹ 432.35


Q3FY23 Earnings Highlights of Vaibhav Global Limited

A Q3FY23 Result Analysis


Performance Highlights

Business Highlights

Revival in sales trend reversed lately due to

  • Muted consumer sentiments in both US & UK
  • Cost of living crisis & political instability in UK
  • Disruption in the delivery market in UK
  • Cyber attack

Improved EBITDA margin on account of

  • Cost optimisation
  • Narrowing losses in Germany

UK: Freeview Channel Upgradation Yielding Positive Outcomes

  • TJC (UK) upgraded channel position to 22nd from erstwhile 50th position in Jan-22
  • Investment now yielding positive results in terms of new customer acquisition on TV
  • Expect market leading growth in long run

An update on Germany

Germany venture increase in TAM (immediate addressable market) by ~20%

  • Now clocking monthly revenue of Euro 1.4mn+ at 60%+ gross margins
  • Omni-channel presence (digital is now 31%)
  • Covering 27mn HH, dispatching 3.5k+ pieces/day
  • Started ‘Live & Interactive TV’
  • Positive Customer Orientation: CSAT 96% +; NPS 57

Financial Performance Trend

Retail Performance Trend

Operating Highlights

Healthy Balance Sheet

Huge Opportunity in the Sector

E-tailing in markets with huge potential of ~USD 20 bn*

25 years of Listing with top decile shareholders’ returns

Growing Consistently

  • 24.4% CAGR in Market Capitalization since IPO (277 times*), excluding dividend

 

 

 

Disclosure:

I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Business relationship disclosure:

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Stocx Research Club). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure:

Disclaimer - Not an recommendation. Source - Company's investor presentation and Conference call

Disclosure legality:

I am not a SEBI Registered individual/entity and the above research article is only for educational purpose and is never intended as trading/investment advice.

Articles

Updated : Nov, 2023

NAZARA TECHNOLOGIES - RIDING ON THE GAMIFICATION

The friends of Nazara network are a network of gaming companies where Nazara acquires majority stake in fast growing gaming businesses with growth potential and possible synergies within their network. The management in these companies are also given s...

Author : Sudarshan

Updated : Nov, 2023

Unlocking Growth: In-Depth Analysis of CE Info Syste...

CE Info Systems, operating as Map My India, stands as a frontrunner in geographical information solutions, boasting a 95% in-dash navigation market share. With diversified revenue streams and a significant 31% order book growth in FY23, the company ref...

Author : Sudarshan

Updated : Nov, 2023

Venus Pipe Fundamental Analysis: Paving the Way to S...

Venus Pipe, a dynamic manufacturing company, is thriving with impressive financial performance and a diverse product portfolio. Its recent financial highlights include substantial revenue and profit growth, setting the stage for ambitious future goals,...

Author : Megha Meharia

Updated : Nov, 2023

Concord Control Systems Ltd: Riding the Rails of Pro...

Concord Control Systems, a vital rail industry player, manufactures coach components and electrification products, thriving within India's expansive railway modernization plans. With strategic milestones, a diverse clientele including Indian Railways, ...

Author : Megha Meharia

Updated : Nov, 2023

Premier Explosive : Riding on Defence capex

Premier Explosives Ltd pioneers high-energy materials for defense and space, boasting a diverse product line and strategic facilities across India. With a robust order book, record export revenues, and a vision to achieve a Rs. 500 Crore turnover by FY...

Author : Megha Meharia

Updated : Nov, 2023

Nifty under stress on RBI regulatory tightening desp...

Ahead of the general election, RBI/Modi admin may officially restrict MFI/NBFCs to charging sky-high interest rates for priority sector lending

Author : Ashish Ghosh

Updated : Nov, 2023

Go fashion looks fundamentally strong for further gr...

Go Fashion looks strong for further growth with increasing CAGR by FY25

Author : Shalom Martin

Updated : Oct, 2023

Equity Research : DMart

DMart is owned and operated by Avenue Supermarts Ltd., which was founded by Radhakishan Damani. Radhakishan Damani is a prominent Indian entrepreneur and investor.DMart primarily operates as a chain of hypermarkets and supermarkets. These stores offer ...

Author : Mayur

Updated : Oct, 2023

A Detailed Equity Research Aditya Vision Ltd with th...

A Detailed Equity Research Aditya Vision Ltd with the tagline Sambandh Bharose Ka

Author : KFO

Updated : Aug, 2023

Strong FDI inflows and sound industry dynamics shoul...

Strengthening of store level economics has been validated throughout several years and market cycles. This has enhanced confidence of investors to scale business profitably. Strong financial foundation of the company is supported by its cash and carry...

Author : TheAsianInvestor

Updated : Jul, 2023

Equity Research: Electronics Mart India Ltd.

EMIL looks strong with large number of store expansion and increasing profit and stable margin.

Author : Shalom Martin

Updated : Jul, 2023

Vaibhav Global Limited: Healthy financial profile an...

Vaibhav Global Ltd has its own manufacturing set-up in Jaipur, Rajasthan, catering to ~70% of its fashion jewellery requirements. It sources lifestyle products (like watches, hair accessories, etc.) and balance ~30% of jewellery is being retailed direc...

Author : TheAsianInvestor

Updated : Jun, 2022

Equity Research Report: Sakar Healthcare

Sakar Healthcare Ltd is engaged in manufacturing of pharmaceutical formulations in the form of liquid injectables, tablets/ capsules, oral liquid syrups, dry powder injectables and syrups. Presently, its domestic sales accounts for 31% of revenues and ...

Author : Akshita

Updated : Jun, 2022

EQUITY RESEARCH REPORT: NEWGEN SOFTWARE

Newgen Software Technologies is a global software Company and is engaged in the business of software product development including designing and delivering end-to-end software solutions covering the entire spectrum of software services from workflow au...

Author : Akshita

Updated : Jun, 2022

Nifty and Bank Nifty Tumbles Due to Weak Global Cues...

Nifty and Bank Nifty tumbles due to weak global cues lead by higher inflation data, higher crude oil prices and weakening currency.

Author : Shalom Martin

Updated : Jun, 2022

Equity Research Report: Shree Renuka Sugar

Shree Renuka Sugars is a global agribusiness and bio-energy corporation. The Company is one of the largest sugar producers in the world, the leading manufacturer of sugar in India, and one of the largest sugar refineries in the world.

Author : Akshita

Updated : Jul, 2022

Equity Research : Tata Consumer Products Limited

TCPL future ambitions remain aggressive, At 17% EPS CAGR over FY22-25e, TCPL should deliver industry-leading growth within indian FMCG.

Author : Shalom Martin

Updated : Jul, 2022

Equity Research: Birlasoft Ltd

Birlasoft, a small-cap IT company, has an upside potential of 35%. The company’s repeated demonstration of ‘walking the talk’ makes us believe that it is on track to achieve its stated target of USD1bn revenue by FY25E.

Author : Shalom Martin

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