Facebook Pixel Nykaa's faster growth keeps Street bullish, but valuations rich too | Business Standard - newspaper - इस कहानी को Magzter.com पर पढ़ें
मैगज़्टर गोल्ड के साथ असीमित हो जाओ

मैगज़्टर गोल्ड के साथ असीमित हो जाओ

10,000 से अधिक पत्रिकाओं, समाचार पत्रों और प्रीमियम कहानियों तक असीमित पहुंच प्राप्त करें सिर्फ

$149.99
 
$74.99/वर्ष

कोशिश गोल्ड - मुक्त

Nykaa's faster growth keeps Street bullish, but valuations rich too

Business Standard

|

October 09, 2025

The July-September quarter (Q2) business update on revenue by FSN E-Commerce Ventures (Nykaa) was well received by most investors and the share price surged over 6 per cent, driven by one block deal, on Monday.

- DEVANGSHU DATTA

Even after Wednesday's minor dip, it was still higher at ₹257.50 as compared to Monday's close of ₹255.55. The key highlights from the quarterly update are as follows.

In Beauty & Personal Care (BPC), net revenue growth is estimated at midtwenties (25-26 per cent year-on-year (Yo-Y) versus Q1FY26 at 23.9 per cent).

The Yo-Y growth of net merchandise value (NSV) for BPC is in midtwenties (Q1FY26 at 24.8 per cent). This indicates sustained growth for more than ten consecutive quarters. Management also claims House of Nykaa brands witnessed rapid growth including the strong performance of acquired brands like Dot & Key as well as homegrown brands.

In Fashion, net revenue growth is estimated at low twenties (21-22 per cent Yo-Y versus Q1FY26 at 15.1 per cent). Fashion NSV growth will be in the higher mid-twenties in Q2FY26 (Q1FY26 at 20 per cent) with traction in the core platform business. Net revenue growth will be lower than NSV growth due to lag in advertising and marketing income.

Business Standard

यह कहानी Business Standard के October 09, 2025 संस्करण से ली गई है।

हजारों चुनिंदा प्रीमियम कहानियों और 10,000 से अधिक पत्रिकाओं और समाचार पत्रों तक पहुंचने के लिए मैगज़्टर गोल्ड की सदस्यता लें।

क्या आप पहले से ही ग्राहक हैं?

Business Standard से और कहानियाँ

Business Standard

Women are falling in love with AI chatbots. It’s a problem for Beijing

Phoebe Zhang has gone on more than 200 dates over the past year, and she has narrowed down her suitors to two. Often, she takes screenshots of their conversations to remember the moments they share.

time to read

3 mins

February 27, 2026

Business Standard

Six OEMs meeting targets makes BEE rethink CO2 norms

India’s top six carmakers have been able to meet their targets on carbon-dioxide emission under the norms of Corporate Average Fuel Efficiency-2 (CAFE-2) for 2023-24 (FY24) as well as FY25, leading to the Bureau of Energy Efficiency (BEE) considering tougher goals under the upcoming CAFE-3 regime, Business Standard has learnt.

time to read

2 mins

February 27, 2026

Business Standard

New smartphone PLI may be linked to value addition

Existing scheme with incentives only for output ends on March 31

time to read

2 mins

February 27, 2026

Business Standard

Business Standard

Social media platforms must take responsibility for content: Vaishnaw

Social media and internet intermediaries must take responsibility for the content hosted on their platforms to make them safer for children, women, and other online users, Union Electronics, Information Technology and Information and Broadcasting Minister Ashwini Vaishnaw said on Thursday.

time to read

2 mins

February 27, 2026

Business Standard

Time, space, experience

An excursion to the White Continent or a secret ski party, travel diaries now seek the exotic, writes Akshara Srivastava

time to read

4 mins

February 27, 2026

Business Standard

Threat to large IT firms 'overblown': Cognizant's AI chief

Fears that new artificial intelligence tools could replace large IT services firms are ‘overblown’ as clients still need help deploying and scaling the technology, Babak Hodijat, chief AI officer at Cognizant, told Reuters in an interview.

time to read

1 min

February 27, 2026

Business Standard

'US imports' impact on animal feed mkt speculative'

Cargill opened its largest dairy feed plant in Punjab’s Wazirabad

time to read

3 mins

February 27, 2026

Business Standard

Info Edge launches new growth-stage fund with %250 crore corpus

Info Edge on Thursday announced the launch of a ₹250 crore growth-stage fund as it looks to deepen its investment footprint in India’s startup ecosystem.

time to read

1 min

February 27, 2026

Business Standard

Lutnick meets Goyal, holds 'highly productive' trade talks

US Commerce Secretary Howard Lutnick on Thursday made a surprise visit to Delhi and held “highly productive” discussions with India’s Commerce and Industry Minister Piyush Goyal, days after the US Supreme Court overturned the sweeping tariffs imposed by President Donald Trump.

time to read

2 mins

February 27, 2026

Business Standard

RBI gives compliance breather for small-merchant UPI transactions

The Reserve Bank of India's (RBI's) latest clarification on Unified Payments Interface (UPI) transactions is set to bring relief to fintech players, such as PhonePe and Paytm, particularly those with deep merchant-acquiring networks in the unorganised retail segment.

time to read

2 mins

February 27, 2026

Listen

Translate

Share

-
+

Change font size