| Revenue growth | Net revenue +28% YoY to Rs 3,006 Cr |
|---|---|
| Margins | EBITDA margin 8.7% vs 6.8%; PAT margin 3.4% vs 1.4% |
| Demand visibility | Beauty MAUV 54.1 mn, +30% YoY |
Growth
GMV Rs 6,151 Cr (+30%); net revenue +28%; EBITDA +65%; PAT +207%. H1FY27 PAT Rs 181 Cr (+215%).
Outlook
No numeric guidance. Simply Nam 82% stake up to Rs 33 Cr, closing Q3FY27. Nykaa Now: 25+ cities by FY27-end.
Risks
Fashion EBITDA margin only 0.2% of NSV. Simply Nam deal subject to regulatory approvals and closing conditions.
Last quarter's promises, checked
Delivered
- Guided 51% Aminu stake now, remaining 49% later → 51% acquired Q1 (= BEAT)
Partly delivered
- Guided fashion profitability to continue (Q1 EBITDA 0.1% of NSV) → Q2 0.2% of NSV, near breakeven (= 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
- ₹355.50
- Market cap
- ₹1,01,840 Cr
- Revenue (annual)
- ₹10,022 Cr
- Net profit (annual)
- ₹199.4 Cr
- P/E (TTM)
- 397.6×Sector 63.3×
- 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 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 Q2 FY27 Results: Net Profit ₹101.2 Cr, Up 206.7% YoY
FSN E-Commerce Ventures Ltd reported revenue from operations of ₹3,006 Cr (+28.1% YoY) and net profit of ₹101.2 Cr (+206.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹101.2 Cr · +206.7% YoY
FSN E-Commerce Ventures Board Meeting Date
FSN E-Commerce (Nykaa) will hold a board meeting on 4 November 2026 to consider unaudited standalone and consolidated half-yearly results for September 2026. The trading window closes from 24 September to 6 November 2026.
FSN E-Commerce Ventures Other Announcement
FSN E-Commerce Ventures Limited has received an ESG rating of 72 from NSE Sustainability Ratings and Analytics Limited for FY2026, prepared independently without company engagement.
FSN E-Commerce Ventures Employee Stock Options
FSN E-Commerce Ventures Limited allotted 3,91,990 equity shares on October 09, 2026. The allotment follows the exercise of vested employee stock options under the company's ESOP schemes.