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Nykaa Q4 FY25 Results Analysis | Blockbuster Performance | Bullish Breakout Ahead? 🔍
In this video, we dive deep into Nykaa’s Q4 and full-year FY25 financial performance, dissecting what made this quarter a blockbuster and why investors are getting bullish again on this e-commerce beauty giant.
🔥 Key Highlights Covered:
Q4 Results Overview
FY25 Full-Year Financials
Beauty, Fashion & eB2B Segment Performance
House of Nykaa Brands: Dot & Key, Kay Beauty, Nykaa Cosmetics
Strategic Moves: Demergers, Mergers, Brand Partnerships
Customer Growth Metrics
Stock Outlook: Will It Breakout?
Analyst View: Should You Buy Nykaa Now?

💹 Q4 FY25: Blockbuster Quarter at a Glance
Revenue: ₹2,062 Cr (↑24% YoY)
EBITDA: ₹133 Cr (↑43% YoY), Margin: 6.5%
Net Profit: ₹19 Cr (↑110% YoY)
GMV: ₹4,102 Cr (↑27% YoY)
Gross Profit: ₹909 Cr (↑28% YoY)
Nykaa delivered strong operating leverage with margin expansion across the board. Profitability improved meaningfully with controlled costs, better product mix, and strong performance in the Beauty segment.

📅 FY25: Annual Financial Highlights
Revenue: ₹7,950 Cr (↑24% YoY)
EBITDA: ₹474 Cr (↑37% YoY), Margin: 6.0%
Net Profit: ₹72 Cr (↑81% YoY)
GMV: ₹15,604 Cr (↑25% YoY)
Beauty EBITDA Margin (Q4): 9.6% — highest in 8 quarters

💄 Beauty Segment Performance
Nykaa’s beauty vertical continues to outperform the market:
GMV: ₹11,775 Cr (↑30% YoY)
Offline footprint expanded to 237 stores across 79 cities
Beauty orders crossed 54.5 million (↑25% YoY)
New partnerships with Chanel Beauty, Supergoop, Armani, NARS, YSL, and more
💡 Strategic Insight: Offline expansion combined with digital dominance has helped Nykaa maintain omnichannel leadership.

👗 Fashion Segment Recovery
GMV: ₹3,804 Cr (↑12% YoY)
Revenue: ₹675 Cr (↑19% YoY)
Margins improving: Fashion EBITDA margin now at -8.3% (vs -10.3% in FY24)
Added 800+ new brands in FY25 (Snitch, Victoria’s Secret, Rare Rabbit)
📉 While slower than Beauty, the Fashion vertical showed recovery signs in Q4 with 18% GMV growth.

🏪 eB2B: Superstore by Nykaa
GMV: ₹941 Cr (↑57% YoY)
276,000+ retailers, 1,100+ cities served
Contribution margin improved 484 bps due to better mix and ad income

🏠 House of Nykaa: Brand Powerhouse
Nykaa-owned brands are growing rapidly and improving margins:
Dot & Key: ₹910 Cr GMV — now #1 skincare brand on Nykaa
Nykaa Cosmetics: ₹350 Cr+ GMV — viral launches like Lolli Lips
Kay Beauty: ₹240 Cr GMV — co-created with Katrina Kaif; expanding globally
Total House of Brands GMV: ₹2,100+ Cr
This brand-led approach is helping boost gross margins and customer stickiness.

👥 Customer Metrics: Strong Traction
Beauty Transacting Customers: 15.8 million (↑27% YoY)
Fashion Transacting Customers: 3.2 million (↑6% YoY)
Beauty AOV: ₹2,021
Fashion AOV: ₹4,609
MAUs (Beauty): 35.7 million
Total Orders: 62.1 million (54.5M Beauty + 7.6M Fashion)

🔧 Strategic Updates
1. ✅ Demerger of eB2B unit into Nykaa E-Retail approved by NCLT (May 2025)
2. 🔗 Merger of LBB (Iluminar Media) into Nykaa Fashion to boost content-commerce
3. 🌍 Global partnerships with Chanel, Supergoop, and others cement premium positioning
4. 📦 Omnichannel expansion: Added 50 offline stores in FY25 (highest ever)
5. 💼 Profit-first strategy now visible across verticals — setting up FY26 for stronger execution

📈 Stock Outlook: Will Nykaa Break Out?
Nykaa’s earnings performance suggests a turnaround story in play:
Margins are improving
Brand strategy is paying off
Fashion is recovering
Beauty remains dominant
📉 But will the market reward it?
💬 Analysts will likely revise EPS forecasts upward. If momentum continues in Q1FY26, this could trigger institutional interest. However, sentiment remains cautious due to previous valuation overhang and competitive pressure from Tata Cliq, Purplle, and others.

🧠 Final Verdict: What Should Investors Do?
✅ Bullish Case:
Consistent growth + improving profitability = rerating potential
Strong brand moat + global partnerships
Huge headroom in Tier 2/3 expansion
⚠️ Risks:
Fashion remains in turnaround mode
Execution in eB2B at scale needs monitoring
Overall consumer tech valuations remain under pressure
🎯 Long-term investors could consider accumulating on dips.

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📢 Disclaimer:
The content in this video is for educational and informational purposes only. It should not be considered as financial, investment, or trading advice.