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.
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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.
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.
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 reported strong Q1FY27 performance with 34% GMV growth and 226% PAT growth. Strategy focuses on premiumization, omnichannel expansion (324 stores), and acquiring a 51% stake in Aminu for Rs 32 Cr.
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.