FSN E-Commerce Ventures Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Nykaa reported Q1 FY27 GMV of Rs 5,590 crores, up 34% year-on-year, and net revenue of Rs 2,782 crores, up 29% year-on-year. EBITDA grew 68% year-on-year to Rs 236 crores with an 8.5% margin, while PAT rose 226% year-on-year to Rs 80 crores. Both the Beauty and Fashion verticals showed accelerating growth and margin expansion, and management announced the acquisition of a 51% stake in skincare brand Aminu.
Nykaa reported Q4 FY26 net revenue of Rs 2,648 crore, up 28% year-on-year, with EBITDA of Rs 223 crore and PAT of Rs 79 crore. For the full year, net revenue crossed Rs 10,000 crore for the first time, growing 26%, with EBITDA up 59% and PAT up 183% year-on-year. Management described improvement across Beauty, Fashion, House of Nykaa and Superstore verticals, with Fashion turning EBITDA-positive in the fourth quarter.