Investor presentation for Analyst / Institutional Investors Call
NYKAA · price
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Nykaa crossed the Rs 10,000 crore revenue milestone in FY26, delivering 26% YoY growth to Rs 10,022 Cr with GMV up 28% to Rs 19,963 Cr. 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 183% YoY to Rs 204 Cr. Beauty vertical contributed Rs 9,139 Cr revenue with 9.6% EBITDA margin; Fashion improved significantly with EBITDA margin turning positive at -2.6% (from -8.3%). House of Nykaa owned brands grew 49% to Rs 3,176 Cr GMV. Net debt was reduced by 47% to Rs 329 Cr, while ROCE improved sharply to 21.2% from 11.3%.
Nykaa demonstrates strong operational leverage with margin expansion across all key metrics while maintaining 28% GMV growth. The 47% debt reduction and improving ROCE signal strengthening balance sheet and capital efficiency. The Fashion vertical approaching breakeven is a positive indicator.