Nykaa - Quarterly Revenue Update - Q4 FY2025

Nykaa (FSN E‐Commerce Ventures Limited along with its subsidiaries) witnessed a continued growth momentum in Q4 FY2025 with Consolidated Net Revenue growth expected to be in low to mid twenties YoY. With this, Nykaa's full financial year FY2025 revenue growth is estimated to be at similar levels in mid‐twenties, indicating consistent growth across all quarters of FY2025.

The GMV growth for Beauty vertical is expected to remain significantly ahead of the industry at low thirties. Some of the drivers for this superior growth include:

- Investments in customer acquisition over the past several quarters leading to consistent order volume growth

- Strong retail performance supported by Same store sales growth (SSSG) as well as accelerated expansion of the retail network with 19 stores rolled out in Q4 FY2025

- Growing success of House of Nykaa, through strong performance of both home‐grown as well as acquired brands

Nykaa's Beauty vertical has thus maintained its robust momentum from previous quarters with Net Revenue growth in mid‐twenties.

The GMV growth for Fashion vertical is expected to be in high teens, with sequential improvement in core platform business. The Net Revenue growth is expected to be lower due to muted performance of Nykaa Fashion owned brands and lower content related activity in Q4 FY2025, which typically peaks in the third quarter.

The above update for the quarter and full financial year ended 31st March 2025 is provisional, and subject to audit by the Statutory Auditors of the Company. All growth numbers are on YoY basis.

Shares of FSN E-Commerce Ventures Ltd was last trading in BSE at Rs. 176.85 as compared to the previous close of Rs. 179.30. The total number of shares traded during the day was 39075 in over 831 trades.

The stock hit an intraday high of Rs. 178.85 and intraday low of 175.35. The net turnover during the day was Rs. 6906455.00.

Source : Equity Bulls

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FSNECommerceVentures Nykaa Q4FY2025 Update