NYKAA NSE filing

Nykaa Q2FY27: Revenue Up 28% to ₹3,006 Cr, PAT Jumps 207% to ₹101 Cr

The RealCase readHigh impact Positive

Nykaa reported Q2FY27 revenue of ₹3,006 crore, up 28% YoY, and PAT of ₹101 crore, up 207% YoY. H1FY27 revenue grew 29% to ₹5,788 crore, with PAT up 215% to ₹181 crore. The company announced the acquisition of an 82% stake in Simply Nam for up to ₹33 crore, expected to close in Q3FY27.

Why it matters

The substantial revenue and PAT growth, coupled with a significant acquisition and positive performance across both major business verticals (Beauty and Fashion), are expected to have a high impact on investor sentiment and the company's market position.

The market read

The company reported strong year-on-year growth in revenue and significant jumps in profit after tax for both the quarter and half-year periods. Key strategic acquisitions and expansion in retail presence further contribute to the positive sentiment.

FSN E-Commerce Ventures Limited (Nykaa) announced its financial results for the quarter ended September 30, 2026 (Q2FY27), reporting a significant 28% year-on-year increase in revenue to ₹3,006 crore. Profit After Tax (PAT) surged by an impressive 207% to ₹101 crore during the same period.

The company's Gross Merchandise Value (GMV) reached ₹6,151 crore, a 30% year-on-year growth. Gross Profit stood at ₹1,382 crore, up 31% YoY, with a Gross Margin of 46.0%. EBITDA grew by 65% YoY to ₹263 crore, achieving an 8.7% margin.

For the first half of FY27 (H1FY27), Nykaa's revenue increased by 29% to ₹5,788 crore, and PAT grew by 215% to ₹181 crore. GMV for H1FY27 was ₹11,740 crore, a 32% YoY increase.

The Beauty segment demonstrated strong momentum, with NSV growing 28% YoY to ₹2,536 crore and EBITDA margin improving to 10.5%. The Fashion segment also saw accelerated growth, with NSV up 47% YoY to ₹509 crore and its EBITDA margin turning positive at 0.2%.

Nykaa's strategic initiatives include the acquisition of a 82% stake in Simply Nam, a premium professional makeup brand founded by celebrity makeup artist Namrata Soni, for up to ₹33 crore. This acquisition is expected to close in Q3FY27 and aims to fill a whitespace in Nykaa's makeup portfolio.

The company also highlighted expansion in its retail network, with 338 Beauty Stores and 111 cities covered. Nykaa Now, the quick commerce offering, is expanding to 25+ cities by the end of FY27, aiming for faster delivery of beauty and wellness essentials.

Filing to action

What to do with a filing like this

FSN E-Commerce Ventures Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by FSN E-Commerce Ventures Limited. Read the original for the full detail.

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