BSELowNeutral
Announced Fri, 30 May · 16:54 IST

Please find attached the Press Release for Q4 and FY25

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nykaa reported strong Q4 FY25 results with GMV of Rs. 4,102 crore (up 27% YoY) and revenue of Rs. 2,062 crore (up 24% YoY). Quarterly EBITDA grew 43% YoY to Rs. 133 crore, with margins improving to 6.5% from 5.6% a year ago, while net profit surged 110% YoY to Rs. 19 crore. For full year FY25, GMV rose 25% to Rs. 15,604 crore and revenue grew 24% to Rs. 7,950 crore, with net profit up 81% to Rs. 72 crore. The beauty vertical delivered 30% YoY GMV growth to Rs. 11,775 crore, offline store network expanded to 237 stores (added 50 in FY25), and the B2B Superstore business grew 57% YoY to Rs. 941 crore. Additionally, NCLT approved the demerger of the eB2B business and the merger of LBB into Nykaa Fashion, consolidating the group's structure.

Likely market impact

Strong financial performance with significant margin expansion and double-digit profit growth signals improving business health for shareholders. The successful NCLT approvals for demerger and merger streamline the corporate structure, potentially unlocking synergies and operational efficiencies going forward. Overall, this is a positive update reinforcing Nykaa's leadership in online beauty retail.