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EBITDA increased 65% year on year to Rs 263 crore from Rs 159 crore. EBITDA margin expanded to 8.7% from 6.8% in Q2 FY26.
Profit before tax stood at Rs 149 crore, up 168% year on year from Rs 55 crore.
Gross profit rose 31% to Rs 1,382 crore from Rs 1,054 crore, while gross margin improved to 46% from 44.9%. Fulfilment expenses increased 34% to Rs 304 crore, while marketing and selling expenses rose 24% to Rs 457 crore. Employee and other expenses increased 19% to Rs 358 crore.
The beauty vertical reported revenue of Rs 2,700 crore, up 27% year on year, while fashion revenue increased 43% to Rs 287 crore. Beauty GMV stood at Rs 4,454 crore, up 25%, while fashion GMV rose 42% to Rs 1,674 crore.
The beauty business recorded 28% growth in NSV, with EBITDA increasing 51% year on year. Nykaa expanded its beauty retail network to 338 stores across 111 cities, adding 14 stores during the quarter. Its Superstore business recorded GMV of Rs 328 crore, while its registered retailer base grew 27% to over 5.5 lakh.
Fashion NSV increased 47% year on year to Rs 509 crore. The vertical's EBITDA margin improved to 0.2% from negative 3.5% in Q2 FY26.
The company acquired an 82% stake in professional makeup brand Simply Nam, subject to regulatory approvals and closing conditions. Founded in 2020 by makeup artist Namrata Soni and Bozzil, the brand will strengthen Nykaa's presence in the premium professional makeup segment.
Nykaa is a beauty, fashion and lifestyle platform operating through online channels and physical stores. Its business includes beauty retail, owned brands, fashion and B2B distribution. As of 30 September 2026, the company served over 65 million customers through its online platforms and 338 offline beauty stores.
Shares of Nykaa were down 2.24% at Rs 347.55 on the NSE.
FSN E-Commerce Ventures Ltd, Sun TV Network Ltd, Kalyan Jewellers India Ltd and Nuvama Wealth Management Ltd are among the other gainers in the BSE's 'A' group today, 05 October 2026.
Aditya Infotech Ltd spiked 5.00% to Rs 3989.05 at 11:44 IST. The stock was the biggest gainer in the BSE's 'A' group. On the BSE, 13571 shares were traded on the counter so far as against the average daily volumes of 32289 shares in the past one month.
FSN E-Commerce Ventures Ltd surged 5.00% to Rs 339.35. The stock was the second biggest gainer in 'A' group. On the BSE, 5.83 lakh shares were traded on the counter so far as against the average daily volumes of 1.84 lakh shares in the past one month.
Sun TV Network Ltd soared 4.52% to Rs 625.2. The stock was the third biggest gainer in 'A' group. On the BSE, 1.8 lakh shares were traded on the counter so far as against the average daily volumes of 2.36 lakh shares in the past one month.
Kalyan Jewellers India Ltd advanced 4.50% to Rs 553.35. The stock was the fourth biggest gainer in 'A' group. On the BSE, 28.15 lakh shares were traded on the counter so far as against the average daily volumes of 3.2 lakh shares in the past one month.
Nuvama Wealth Management Ltd exploded 4.50% to Rs 1779.75. The stock was the fifth biggest gainer in 'A' group. On the BSE, 42130 shares were traded on the counter so far as against the average daily volumes of 13270 shares in the past one month.
GMV refers to gross merchandise value before returns and cancellations. NSV refers to net sales value after returns, taxes, discounts and cancellations.
The Beauty vertical is expected to report NSV and net revenue growth in the late-twenties range. The company's omnichannel business continued to perform well, supported by new customer additions and repeat customer engagement. Nykaa added 14 net new stores during the quarter, taking its total store count to 338 as of 30 September 2026.
Like-for-like (LFL) store sales growth was in the early-twenties range, the highest in the last six quarters. LFL store sales measure growth at comparable existing stores and exclude the impact of newly opened outlets.
The House of Nykaa portfolio continued to grow faster than the overall Beauty vertical, supported by performance across core and emerging brands.
The Fashion vertical continued to scale, with NSV growth expected to be in the late-forties range and net revenue growth in the early-forties range. New customer acquisition remained a key growth driver, while more than 250 brands were added across categories during the quarter.
Nykaa said its partnership with Nike continued to gain traction, supported by exclusive product drops. The company noted that a larger portion of the festive season falls in Q3 this year, resulting in some festive-led growth shifting from Q2 to Q3.
The company said it remained confident about its underlying growth drivers and long-term growth objectives.
Nykaa journey began in 2012 as a digital-first, consumer tech beauty company. It has expanded its offerings to include fashion and B2B, launching platforms such as Nykaa Fashion, Nykaa Man, and Nykaa Superstore.
On a consolidated basis, the company's net profit surged 243.10% to Rs 80.01 crore while net sales rose 29.10% to Rs 2782 crore in Q1 June 2026 over Q1 June 2025.
Revenue from operations rose by 29% year-on-year (YoY) to Rs 2,782 crore during the period under review.
For the June'26 quarter, fulfilment expenses added up to Rs 274 crore (up 35% YoY) and marketing and selling and distribution (S&D) expenses aggregated to Rs 412 crore (up 26% YoY).
While EBITDA improved by 68% to Rs 236 crore, EBITDA margin expanded by 196 basis points to 8.5% in Q1 FY27 over Q1 FY26.
Profit before tax in Q1 FY27 stood at Rs 129 crore, up 195% from Rs 44 crore in Q1 FY26.
Nykaa's fashion business GMV has risen by 53% YoY to Rs 1,471 crore and net sales value (NSV) increased by 54% to Rs 451 crore. The beauty vertical has delivered 29% NSV growth, supported by premium brand launches and retail expansion.
The company said it continued expanding its omnichannel presence during the quarter, taking its beauty retail network to 324 stores across 105 cities, while total retail space increased 29% YoY to 3.3 lakh square feet. Its quick-commerce service Nykaa Now has expanded to 13 cities and is expected to reach more than 25 cities by the end of FY27.
Nykaa further said that its owned brands portfolio continued to gain traction, reaching an annualised GMV run rate of around Rs 3,758 crore. The portfolio, which includes brands such as Kay Beauty and Dot & Key, grew NSV 36% YoY to Rs 550 crore during the quarter.
Falguni Nayar, executive chairperson, founder and CEO of Nykaa, said: 'This quarter marked continued acceleration in our growth momentum and EBITDA margins, both reaching their highest levels in the last 12 quarters.
Our platform featured exciting new brand launches like Rare beauty, one of the world’s largest celebrity beauty brands, already among the top 5 premium brands at Nykaa, SK-II, a Japanese high efficacy brand, and Judydoll, among our first Chinese beauty brands which is witnessing strong early traction among consumers.
This also marks our first full quarter of operating nike.in in India, which has led to meaningful increase to our already growing fashion business.
Our AI-led initiatives are beginning to create meaningful consumer experiences, with Virtual Closet already driving 2x higher conversion and AskNykaa, our conversational search engine, emerging as a trusted beauty advisor on the platform.'
Separately, FSN E-Commerce Ventures has announced the acquisition of a 51% majority stake in Aminu Wellness (Aminu), a premium dermocosmetic skincare brand.
Founded in 2019 by Prachi Bhandari, a clinical cosmetologist and aesthetician, and Aman Mohunta, co-founder and business lead, the brand has been bootstrapped since inception, scaled 8x over the last three years, and is now profitable. It had recorded revenue of Rs 19.44 crore in FY26.
The acquisition is a natural extension of Nykaa’s innovation-led, consumer-first approach. Post the acquisition, the founders will continue to run the business and drive its growth trajectory in partnership with Nykaa.
The aforementioned stake is being acquired for a total consideration of Rs 32 crore. Nykaa will acquire the remaining stake over the next few years on pre-agreed terms.
FSN E-Commerce Ventures (Nykaa) journey began in 2012 as a digital-first, consumer tech beauty company. It has expanded its offerings to include fashion and B2B, launching platforms such as Nykaa Fashion, Nykaa Man, and Nykaa Superstore.
The scrip fell 3.32% to currently trade at Rs 333.35 on the BSE.