FSN E Commerce Ventures Limited has informed the Exchange about Transcript
NYKAA · price
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Nykaa reported Q4 FY25 GMV of INR 4,102 crores, up 27% year-on-year, with net revenue of INR 2,062 crores (+24%). Q4 EBITDA grew 43% to INR 133 crores at 6.5% margin, and profit after tax surged 110% to INR 19 crores. For full year FY25, net revenue reached INR 7,950 crores (+24%), EBITDA was INR 474 crores (+37%), and PAT was INR 72 crores (+81%). The Beauty vertical grew 31% in Q4 with strong contribution from e-commerce, stores, House of Brands, and eB2B. Fashion showed a revival with 18% Q4 GMV growth after a slow year. The company added 50 new stores, taking the total to 237, and the House of Brands portfolio touched INR 2,100 crores GMV. Management highlighted margin expansion from better mix, own brand growth, and lower leakages, and mentioned an upcoming Investor Day for more detail.
Positive for shareholders — the company is delivering on both growth and profitability, with double-digit profit growth, improving cash flows (INR 467 crores operating cash flow), and ROCE crossing 11%. Margin expansion is broad-based across verticals, but management flagged that faster growth in lower-margin own brands and eB2B could create some mix-driven margin pressure at the consolidated level. The stock may react positively to the strong print and the guidance of an upcoming Investor Day with multi-year plans.