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NYKAA · price
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Nykaa reported strong FY26 results with revenue crossing the Rs 10,000 crore milestone (Rs 10,022 Cr, up 26% YoY). The company achieved its highest-ever EBITDA margin of 7.5% (up from 6.0%) and PAT margin of 2.0% (up from 0.9%), with PAT growing 10x over 3 years to Rs 204 crore. Q4FY26 was particularly strong with 28% YoY revenue growth (Rs 2,648 Cr), 8.4% EBITDA margin, and 3.0% PAT margin — all records for the company. GMV grew 28% YoY to Rs 19,963 crore, with mid-20s growth sustained over 14 consecutive quarters. Beauty vertical delivered 27% growth with 9.6% EBITDA margin, Fashion turned profitable with 0.3% EBITDA margin in Q4, and Superstore by Nykaa grew 26% with improving unit economics. Net debt reduced by 47% from Rs 623 crore to Rs 329 crore, while ROCE improved from 11.3% to 21.2%.
The strong margin expansion and debt reduction demonstrate Nykaa's path to sustained profitability at scale, which should be positive for shareholder confidence. The Fashion vertical turning profitable removes a key concern for investors, while the Rs 10,000 crore revenue milestone validates the omnichannel beauty and fashion platform thesis.