NYKAANSEFSN E-Commerce Ventures LimitedMediumNeutral
Announced Sun, 6 Jul · 17:46 IST

FSN E Commerce Ventures Limited has informed the Exchange regarding 'Quarterly Revenue Update - Q1FY2026'.

Business Updates View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nykaa has shared a pre-quarterly revenue update for Q1 FY2026 ending 30th June 2025. Consolidated net revenue growth is expected at the lower end of mid-twenties year-on-year, while GMV growth is expected to cross mid-twenties. The Beauty vertical is expected to deliver GMV growth in higher mid-twenties, supported by strong performance across ecommerce, retail stores, eB2B distribution, and House of Nykaa brands, despite some softness during the flagship sale due to geopolitical tensions. The Fashion vertical is showing a strong improvement, with GMV growth in mid-twenties and net revenue growth improving sequentially to mid-teens. All numbers are provisional and subject to statutory audit.

Likely market impact

This is a steady, in-line update signalling continued healthy growth momentum for Nykaa across both Beauty and Fashion verticals, likely to be viewed positively by investors. The Fashion vertical's improvement after several slower quarters is a notable positive for the stock.