FSN E Commerce Ventures Limited has informed the Exchange about Investor Presentation
NYKAA · price
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Awaiting price reaction for this filing.
Nykaa held its Annual Investor Day 2025, sharing detailed strategic updates across Beauty, Fashion, House of Nykaa, eB2B SuperStore, and Technology verticals. FY25 financial highlights: GMV of Rs 15,604 Cr (+25% YoY), Net Revenue of Rs 7,950 Cr (+24% YoY), EBITDA of Rs 474 Cr (+37% YoY) at 6.0% margin, and PAT of Rs 72 Cr (+81% YoY). ROCE improved to 11.3% from 7.5%, with working capital cycle reduced by 10 days to 34 days. Management outlined multi-year targets: House of Nykaa brand portfolio to grow to Rs 6,000 Cr GMV at ~30% CAGR, Fashion vertical targeting 3-4x growth in 5 years with a path to ~10% EBITDA margin at steady state (from -8.3% currently). Store footprint guided to expand from 237 to 500+ by FY30, serving 42 mn+ cumulative customers. AI initiatives highlighted with FY26 goals of 50% AI-generated code, 70% customer service via AI, and 30% productivity gains org-wide.
This is a comprehensive strategic update rather than a single event trigger. The improved FY25 profitability, positive ROCE expansion, and clear path to Fashion profitability are positives. The multi-year growth targets in House of Nykaa and Fashion, along with margin expansion roadmap, could support the stock narrative, though these are forward-looking and subject to execution risk.