ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every FSN E-commerce Ventures earnings call we streamed: the live audio and our summary of what management said.
Q2 FY27: revenue ₹3,006 Cr (+28%), EBITDA ₹263 Cr (+65%, 8.7% margin), PAT ₹101 Cr (+207%). Growth is real, but the festive quarter is unfinished and H1 operating cash flow is negative.
Q2 FY27: revenue ₹3,006 Cr (+28%), EBITDA ₹263 Cr (+65%, 8.7% margin), PAT ₹101 Cr (+207%). Growth is real, but the festive quarter is unfinished and H1 operating cash flow is negative.
Fashion EBITDA margin high single digits by FY30, 10%+ steady state. No revenue or PAT growth guidance given.
Nykaa delivered a solid start to FY27, characterized by 29% revenue growth and significant EBITDA margin expansion to 8.5%. The narrative focuses on structural profitability in Fashion and aggressive expansion into quick commerce through Nykaa Now.
Nykaa delivered record Q4 FY26 performance with net revenue hitting ₹2,648cr (28% YoY) and full-year revenue crossing the $1 billion mark.
Nykaa hit a milestone ₹10,000 crore revenue in FY26, driven by a 28% GMV growth and significant margin expansion across beauty and fashion segments.
Nykaa reports strong FY26 performance with revenue crossing $1bn. Strategy focuses on omnichannel expansion, high-growth verticals like K-Beauty and Derma, and improving EBITDA margins through scale.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.