FSN E Commerce Ventures Limited has informed the Exchange about Investor Presentation
NYKAA · price
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Nykaa shared its Q1 FY2026 investor presentation reporting consolidated net revenue of Rs 2,155 Cr, up 23% year-on-year, with GMV growing 26% to Rs 4,182 Cr. EBITDA rose 46% to Rs 141 Cr with margin expanding 102 basis points to 6.5%, and PAT grew 79% to Rs 24 Cr. The beauty vertical (GMV Rs 3,208 Cr, +26% YoY) remained the growth engine, while fashion rebounded strongly with GMV up 25% and EBITDA margin improving 304 bps to -6.2%. House of Nykaa brands scaled to a Rs 2,700 Cr annualized GMV run rate (+57% YoY), and eB2B Superstore grew 40%. The company also announced acquiring the remaining 40% stake in Nudge Wellness, making it a wholly owned subsidiary, and flagged Kay Beauty's upcoming UK launch at Space NK.
Strong broad-based results with margin expansion across verticals and improved capital efficiency (ROCE at 12.7%) are positive signals for shareholders. The Nudge Wellness acquisition and Kay Beauty's international expansion add growth optionality. Fashion moving towards break-even is a key catalyst to watch.