ALFA Finder| Revenue growth | 29% YoY growth in Net Revenue for Q1FY27. |
|---|---|
| Margins | EBITDA margin expanded to 8.5% from 6.5% YoY. |
| Demand visibility | Strong, driven by successful sale events and 33% consumer base growth. |
| Management confidence | High, citing acceleration in growth and profitability across both verticals. |
Growth
Net Revenue grew 29% YoY to Rs 2,782 Cr; EBITDA surged 68% YoY with margins improving to 8.5%.
Outlook
Acquiring Aminu to boost premium skincare; target 25+ cities for Nykaa Now by end of FY27.
Risks
Document does not explicitly highlight risks; focuses on expansion and market leadership.
Last quarter's promises, checked
Delivered
- Guided focus on Dot & Key growth → delivered 13x growth over 3-year period (= BEAT)
- Guided 500 store target over 3-4 years → delivered 313 stores, on track (= BEAT)
- Guided Fashion profitability turnaround → delivered positive 0.3% EBITDA margin in Q4 (= BEAT)
Partly delivered
- Guided Nykaa Now expansion → delivered 75-80 stores in top 7 metros (= PARTIAL)
Investor Presentation filed with BSE, NSE: NYKAA. Summary written with AI assistance from the document.
FSN E-Commerce Ventures Ltd: key numbers
- Share price
- ₹353.75
- Market cap
- ₹1,01,362 Cr
- Revenue (annual)
- ₹10,022 Cr
- Net profit (annual)
- ₹199.4 Cr
- P/E (TTM)
- 314.3×Sector 66.2×
- Promoter holding
- 52.07%-0.01% QoQ
- FII holding
- 15.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from FSN E-Commerce Ventures Ltd
All →FSN E-Commerce Ventures Employee Stock Options
FSN E-Commerce allotted 6,61,020 equity shares to employees on exercise of vested ESOPs. Issued and paid-up capital increases; no transaction price is disclosed.
FSN E-Commerce Ventures Other Announcement
FSN E-Commerce Ventures received an improved ESG score of 66.8 from SES ESG Research for FY26. This voluntary rating reflects the company's performance across sustainability parameters.
FSN E-Commerce Ventures Earnings Call Transcript: Key Takeaways
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.
FSN E-Commerce Ventures Acquisition Worth ₹33 Cr
FSN E-Commerce (Nykaa) will acquire 82% control of Simply Nam Beauty for up to Rs.33 Crore in cash. The acquisition will be done in tranches, with completion targeted by December 2026.
- Value
- ₹33.00 Cr
- Execution
- Completion by 31-12-2026, in tranches
FSN E-Commerce Ventures Acquisition
Nykaa reported Q2 FY27 revenue up 28% YoY to Rs. 3,006 Cr with PAT up 207%. It is acquiring an 82% majority stake in Simply Nam Beauty.
FSN E-Commerce Ventures Investor Presentation: Key Takeaways
Q2FY27: net revenue Rs 3,006 Cr (+28%), EBITDA Rs 263 Cr (8.7% margin), PAT Rs 101 Cr (3.4% margin). Beauty drives profit; Fashion near breakeven.