Nykaa Q2 FY27: Profit Jumps 207%; Revenue Up 28%

FSN E-Commerce Ventures, the parent company of Nykaa, delivered a strong Q2 FY27 performance, with significant growth in revenue, EBITDA and profitability. 🔸Q2 FY27 Financial Performance - Revenue from Operations: ₹3,006 crore, up 28% YoY. - Net Profit (PAT): ₹101 crore, up 207% YoY, compared with ₹33 crore. - EBITDA: ₹263 crore, up 65% YoY. - EBITDA Margin: 8.7%, compared with 6.8% last year. - Gross Profit: ₹1,382 crore, up 31% YoY. - Gross Margin: Improved to 46% from 44.9%. 🔸Quick Commerce Expansion - Nykaa's quick-delivery service, Nykaa Now, has expanded to 15 cities. - Plans to expand to more than 25 cities by the end of FY27. - Offers over 1,000 beauty, personal care and wellness brands. - Focus remains on premium and curated product offerings. - The company's beauty retail network also expanded to 338 stores across 111 cities. 🔸Strategic Acquisition: Simply Nam Nykaa's board approved the acquisition of an 82% stake in Simply Nam Beauty for a consideration of up to ₹33 crore. The acquisition is expected to strengthen Nykaa's premium professional makeup portfolio and expand its presence in the beauty segment. Investor Perspective The beauty business continues to remain the core growth engine, while the fashion segment's move into positive EBITDA territory is another important development. Going forward, investors should monitor customer acquisition costs, marketing efficiency, fashion profitability, quick-commerce expansion costs and the sustainability of revenue growth. Disclaimer: This content is for educational and informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investors should conduct their own research and consider their risk profile before making any investment decision.