Nykaa Investor Day: FY30 targets of $5bn GMV and 4-5x EBITDA

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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AI summary

Nykaa shared FY30 targets at its Annual Investor Day. Aims for $5bn+ GMV (2.5-3x FY26), 4-5x EBITDA growth (early to mid teens margin), and 40%+ ROCE. House of Nykaa to grow from 1,700 Cr to 5,000 Cr. B2B Superstore targets 3,500 Cr GMV and breakeven by FY30. Plans 10x offline expansion to 1 Lakh+ stores and entry into wellness as a new growth engine. FY26 revenue was 7,950 Cr with 7.5% EBITDA margin.

Likely market impact

Multi-year growth and margin roadmap signals confidence; FY30 targets of 4-5x EBITDA and 40% ROCE could re-rate the stock.