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Kundan Motwani

6th Oct ยท SEBI-Registered Analyst

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NYKAA
Q2 FY26 Update โ€“ Festive Momentum Building Up!

๐Ÿš€ GMV Growth: ~30% YoY, up from mid-20s in previous quarters ๐Ÿ’… Beauty Vertical: Net revenue & NSV growth in mid-20% range โ€” 10+ quarters of consistent expansion ๐Ÿ‘— Fashion Vertical: NSV growth in higher mid-20% range; revenue up low-20s โ€” strong customer traction ๐Ÿ  House of Brands: Dot & Key, Kay Beauty & Nykaa Cosmetics continue to shine โœจ ๐Ÿ’ธ Overall Revenue: Expected to rise mid-20% YoY, aided by an early festive start ๐Ÿงพ GST Reforms: Seen as a long-term positive, boosting disposable income & demand ๐ŸŽฏ Nykaa heads into the festive season with momentum across beauty & fashion! ๐Ÿ“ˆ Stock up 5.6% today

#WatchOutFor#StockInNews
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