Nykaa (NYKAA) Q1FY27 Revenue Up 29% YoY, PAT at ₹80 Cr; Fashion Segment Profitable
On 4 August 2026, FSN E‑Commerce (NSE: NYKAA, BSE: 543384) reported Q1FY27 consolidated revenue of ₹2,782 crore, a 29.1% year‑on‑year increase, and profit after tax attributable to shareholders of ₹80.01 crore, up 226.9% YoY, according to its [BSE filing](https://www.bseindia.com/xml-data/corpfiling/AttachLive/2dfea328-f2a7-4973-9eda-a87d22b3cd7e.pdf). EBITDA margin reached 8.8%, aided by operating leverage and shrinking losses in the Fashion segment.
Fashion Segment Reaches Profitability
The same filing noted that the Fashion segment reached breakeven profitability for the first time. In a conference call on 7 August 2026 (BSE filing), management characterised the Fashion turnaround as “step‑change improvements” that are “structural in nature” and called it a “standout quarter”.
Guidance on Aminu Wellness Met Ahead of Schedule
The company had previously guided that it would acquire a 51% stake in Aminu Wellness Private Limited for cash consideration of up to ₹32 crore by 15 September 2026. An exchange update on 6 August 2026 confirmed the acquisition was completed, ahead of the stated deadline.
FY30 Vision: USD 5 Billion GMV
At its Annual Investor Day presentation on 18 June 2026 (BSE filing), Nykaa outlined a long‑term plan targeting over USD 5 billion in gross merchandise value across beauty and lifestyle by FY30, with 2–3x revenue growth and 4–5x EBITDA growth over the period.
Increased Stake in Earth Rhythm
On 5 September 2026, Nykaa completed the acquisition of an additional 24.2% stake in Earth Rhythm Private Limited, as per an exchange filing. The company stated that the shares have been credited to its demat account, making Earth Rhythm a subsidiary.
First Investor Day and Earnings Call
According to Alpha Inflection’s tracked filing history, the 18 June 2026 investor day presentation was Nykaa’s first
The filing evidence
| Date | What the filing said | Detail | Source |
|---|---|---|---|
| 6 Aug 2026 | Nykaa will acquire a 51% stake in Aminu Wellness Private Limited for cash consideration of up to INR 32 Crores. — up to INR 32 Crores — by by September 15, 2026 | ||
| 6 Aug 2026 | Nykaa will complete the acquisition of a 51% stake in Aminu Wellness Private Limited for cash consideration of up to INR 32 Crores. — up to INR 32 Crores — by by September 15, 2026 | ||
| 4 Aug 2026 | Nykaa Q1FY27: Revenue ₹2,782 Cr (+29.1% YoY), PAT ₹80 Cr (+243%), OPM expands to 8.8% on operating leverage and narrowing fashion losses. | filing | |
| 4 Aug 2026 | Q1FY27 revenue rose to ₹2782 crore, PAT to ₹80.01 crore and EBITDA margin to 8.8%, with growth accelerating and Fashion reaching profitability. | filing | |
| 4 Aug 2026 | Consolidated revenue rose to ₹2782 crore, +29.1% YoY and +5.1% QoQ, while EBITDA margin reached 8.8% and PAT attributable to shareholders was ₹80.01 crore, extending Nykaa's multi-quarter growth and margin expansion trajectory. | filing | |
| 18 Jun 2026 | Nykaa announces FY30 vision targeting over USD 5 billion GMV in beauty and lifestyle, with 2-3X revenue growth and 4-5X EBITDA growth. | Nykaa held its Annual Investor Day 2026 and unveiled a long-term growth plan to become a USD 5 billion+ GMV beauty and lifestyle business by FY30, with specific targets for its Beauty, Fashion, House of Nykaa, and Superstore segments, along with an emphasis on AI and omnichannel expansion. | filing |
| 18 Jun 2026 | Nykaa's Annual Investor Day 2026 presentation highlights strong industry tailwinds, a 2.5–3x GMV growth target to $5bn+ by FY30, and structural profitability improvement with EBITDA expected to reach early-to-mid teens margins. | filing | |
| 4 Aug 2026 | Earnings call transcript unavailable – only intimation of recording availability. | filing | |
| 4 Aug 2026 | Q1FY27 consolidated revenue was ₹2782 crore, up 29.1% YoY and 5.1% QoQ, while PAT was ₹80.01 crore, up 226.9% YoY; the trajectory remains margin-led with EBITDA margin at 8.8%, although Fashion and Others stayed loss-making. | filing | |
| 4 Aug 2026 | Nykaa reports strong Q1FY27 results with 29% revenue growth and 226% PAT growth, driven by beauty and fashion acceleration, strategic partnerships, and expanding omnichannel presence. | filing | |
| 7 Aug 2026 | Nykaa delivers 29% revenue growth with broad-based acceleration; Fashion turns profitable and Beauty expands margins, driven by omnichannel flywheel and Nike partnership. | filing | |
| 5 Sept 2026 | Nykaa completes acquisition of additional 24.2% stake in Earth Rhythm Private Limited, increasing its total ownership in the subsidiary. | Nykaa has finalized the transaction to increase its shareholding in Earth Rhythm Private Limited by an additional 24.2%, following board approval on May 21, 2026. The shares have been credited to Nykaa's demat account, making Earth Rhythm a subsidiary. | filing |
Quick answers
- What did FSN E-Commerce disclose?
- On 4 August 2026, FSN E‑Commerce (NSE: NYKAA, BSE: 543384) reported Q1FY27 consolidated revenue of ₹2,782 crore, a 29.1% year‑on‑year increase, and profit after tax attributable to shareholders of ₹80.01 crore, up 226.9% YoY, according to its BSE filing. EBITDA margin reached 8.8%, aided by operating leverage and shrinking losses in the Fashion segment.
- What are the key numbers?
- The company had previously guided that it would acquire a 51% stake in Aminu Wellness Private Limited for cash consideration of up to ₹32 crore by 15 September 2026. An exchange update on 6 August 2026 confirmed the acquisition was completed, ahead of the stated deadline.
- What does FSN E-Commerce say comes next?
- At its Annual Investor Day presentation on 18 June 2026 (BSE filing), Nykaa outlined a long‑term plan targeting over USD 5 billion in gross merchandise value across beauty and lifestyle by FY30, with 2–3x revenue growth and 4–5x EBITDA growth over the period.
Research and educational content only. Not investment advice. Drafted from regulatory filings and published automatically — see our editorial policy.