FSN E-Commerce Ventures Limited — PPTs, 21-05-2026: Investor Presentation

Nykaa (FSN E-Commerce Ventures) delivered strong results for the quarter and full year ending March 31, 2026! 🚀 FY26 GMV surged 28% year-over-year to `Rs 19,963 Cr`, with Net Revenue crossing the $1 billion milestone at `Rs 10,022 Cr`, up 26%. Beauty Omnichannel led with 27% GMV growth, while Fashion accelerated (+30% GMV) and significantly improved its EBITDA margin. House of Nykaa brands saw impressive 49% GMV growth.

Growth was fueled by scaling high-potential verticals, expanding its 313-store retail network (76 new in FY26), and forging strategic brand partnerships. Innovation in house brands like Dot & Key (13x GMV in 3 yrs) and Kay Beauty (3x GMV in 3 yrs) also drove expansion. Recent wins include new retail formats like Nykaa Perfumery and Kay Kafe, a deeper strategic alliance with Charlotte Tilbury, and the completed acquisition of Earth Rhythm (76% stake).

Financially, FY26 EBITDA leaped 59% to `Rs 752 Cr` (7.5% margin), and PAT soared 183% to `Rs 204 Cr` (2.0% margin) – both record highs! Q4 FY26 continued this trend with PAT spiking 313% year-over-year to `Rs 79 Cr`. Management is focused on long-term value creation through robust growth, enhanced profitability, and improved capital efficiency (ROCE at 21.2%). #Nykaa #FY26Results #RetailTech