Date: August 25, 2026

Financial Performance

Overall Performance

  • Crossed Rs 10,000 Cr revenue milestone in FY26
  • PAT grew approximately 3x in FY26
  • EBITDA grew 5x over 5 years to Rs 750 Cr with 7.5% EBITDA margin
  • Strong ROCE improvement driven by capital efficiency

GMV Performance

  • Total GMV reached Rs 20,000 Cr
  • Cumulative customer base: 55 million

Beauty Business

  • NSV reached Rs 8,500 Cr+ in FY26, growing 4x in 5 years

Fashion Business

  • NSV reached Rs 1,450 Cr in FY26, growing 6x in 5 years
  • Achieved EBITDA breakeven in Q4FY26

House of Nykaa

  • FY26 GMV: ~Rs 3,200 Cr (8x growth in 5 years)
  • FY26 NSV: ~Rs 1,900 Cr (7x growth in 5 years)
  • 25% FY26 GMV contribution from new launches
  • 20 new launches in FY26

Business Operations and Strategic Updates

Beauty Segment

  • India's largest beauty omnichannel retailer
  • 200+ new brands launched in FY26
  • India's largest specialty beauty stores network covering nearly 100 cities
  • Retail innovation: Nykaa Perfumery, exclusive brand boutiques (Kiehl's, Charlotte Tilbury), lifestyle café
  • Nykaa Now rapid delivery service live across 13 cities

Fashion Segment

  • India's leading premium online fashion platform
  • 1,280 new brands launched in FY26
  • Manages Nike.in and Nike Commerce App in India

Superstore by Nykaa

  • India's leading eB2B BPC distribution platform
  • Grew 4x in 3 years
  • Strengthened portfolio with 220+ leading brands

Technology Integration

  • AI permeates every function at Nykaa
  • Ask Nykaa: 5x increase in conversational queries
  • Virtual Closet: 480K+ virtual avatars created since May 2026
  • Skin Scan: 1.5M+ skin scans completed
  • Make-Up VTO: 1.3M+ try-ons completed
  • Foundation Finder: 2x product viewed to cart conversion

Market Position and Growth

  • Gen Z accounts for ~40% of target market (600 million by FY36)
  • Community of 300 KOLs generating 60 million+ reach
  • Participation in 13+ marquee college lifestyle and music festivals with 60K+ footfalls
  • India's 1st Gen Z Beauty Creator Incubator Program generating 2,000+ content pieces

Future Outlook

FY30 Vision

  • Target 4-5x EBITDA growth in next 5 years (FY30E)
  • Target early to mid teens EBITDA margin
  • Continue to invest to accelerate growth engines

Market Opportunities

  • India BPC market: $40 billion+ opportunity by FY31E
  • India online fashion market: $50 billion opportunity
  • GCC BPC market: $25 billion opportunity

Corporate Governance and CSR

Board Composition

  • ~55% women directors
  • ~60% Nykaa leadership under age 40
  • Independent directors: 7 members with diverse backgrounds

Employee Demographics

  • ~80% employees below age 35 years
  • ~45% women employees
  • 60%+ women employees in beauty and fashion category management, marketing and HR

Sustainability Initiatives

  • 100% corrugated boxes reused across all House of Nykaa and Superstore warehouses
  • Recycling initiatives rewarding customers to return beauty empties at stores
  • Clean up drives

Nykaa Foundation

  • Women empowerment focus with ~90% of CSR spend towards initiatives
  • 5,600+ women skilled
  • Target: 50,000 women skilled
  • Partnerships with Indian Deaf Cricket Association, Slum Soccer, and National Council of Applied Economic Research

Awards and Recognition

  • Nykaa Retail Beauty ranked among India's Top 15 Best Workplaces in Retail 2026
  • Awarded WoW workplace by Jombay
  • Recognized as one of LinkedIn's Top Midsize Companies in India

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