FSN E Commerce Ventures Limited has informed the Exchange regarding 'Presentation made by the Chairperson at the 13th Annual General Meeting of the Company held on August 25, 2025'.
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FSN E-Commerce Ventures (Nykaa) shared its 13th AGM presentation highlighting strong business momentum. One Nykaa GMV grew 42% over 5 years to Rs 15,600 Cr ($1.8 bn) in FY25, while FY25 revenue rose 24% YoY to Rs 7,950 Cr. EBITDA grew 37% YoY to Rs 475 Cr with margin improving to 6.0% from 4.7% in FY20. The company highlighted margin improvement across verticals, including Superstore contribution margin rising 484 bps and Fashion EBITDA margin improving from -28.3% to -8.3%. House of Nykaa crossed Rs 2,100 Cr GMV (8x in 5 years) with 7 owned beauty brands, and Beauty retail reached 250 stores across 82 cities. Management outlined an AI-Native transformation roadmap with FY26 goals including 40% AI-generated code, 50% customer service via AI, and 70% productivity gains. ROCE improved to 11.3% in FY25 from 6.6% in FY23, with working capital days improving to 34.
The presentation paints a picture of a steadily improving business with margin expansion, capital efficiency gains, and diversification across beauty, fashion, and B2B (Superstore). For shareholders, the key takeaway is consistent 35%+ revenue CAGR, improving profitability, and a clear path to AI-driven efficiency — supportive of the long-term investment case, though no new financial targets or acquisitions were disclosed.