Nykaa Ke Results: Profit double, par investors ko future ki chinta!

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AuthorRiya Kapoor|Published at:
Nykaa Ke Results: Profit double, par investors ko future ki chinta!
Overview

Arre suno! Nykaa ki parent company, FSN E-Commerce Ventures ne Q4 mein kamaal kar diya hai. Profit pahunch gaya **₹78.75 crore** tak, jo pichle saal se kaafi zyada hai. Beauty sales toh ekdum mast chal rahi hain, aur fashion mein bhi loss kam ho gaya hai. Lekin ek choti si catch hai, investors future mein hone wale kharchon ko lekar thode tense hain.

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Toh bhaiyo aur behno, FSN E-Commerce Ventures, yani apni pyaari Nykaa ne Q4 mein net profit ₹78.75 crore ka reported kiya hai. Pichle saal issi time ₹19.05 crore profit tha, toh bada jump hai yaar!

Iske peeche ka reason? Beauty segment ne dhamakedar performance di hai, profit before tax 52% badh gaya hai. Aur jo fashion segment mein loss chal raha tha na, woh bhi sudhar gaya hai, ab bas ₹8.26 crore ka loss hai jabki pehle ₹36.44 crore tha.

Pure saal ki baat karein toh, Nykaa ka net profit ₹203.94 crore ho gaya, jo pichle saal ₹72.07 crore tha. Overall revenue bhi USD 1 billion cross kar gaya!

CEO Falguni Nayar ne bola hai ki Nykaa ek "multi-engine growth platform" hai. Pichle 3 saal mein Beauty aur Fashion dono ka GMV (Gross Merchandise Value) double ho gaya hai. Poori revenue 26% badhkar ₹10,022.35 crore ho gayi, jismein ₹9,139.49 crore sirf beauty se aaye hain. Total GMV bhi 28% badhkar ₹19,963 crore ho gaya.

Reinvestment ka Tension

Lekin ab aati hai asli baat. Itna sab achha hone ke baad bhi, kuch analysts keh rahe hain ki future mein company ko growth ke liye bahut paisa lagana padega. Motilal Oswal ka kehna hai ki yeh jo baar baar reinvestment ho raha hai na, uski wajah se shayad profit margins par thoda pressure aa sakta hai. Matlab, market share badhane ke chakkar mein shayad thoda kam profit mile.

Analyst ka Verdict

Brokerage firms ne bhi alag alag views diye hain. Morgan Stanley ne 'overweight' rating rakhi hai aur target ₹286 diya hai. Elara Capital ne target ₹300 kar diya hai, unka kehna hai ki Nykaa ka Beauty, Personal Care, aur Cosmetics (BPC) GMV FY28 tak 24% CAGR se badhega. Motilal Oswal aur Goldman Sachs ne 'Neutral' rating di hai, target ₹300 aur ₹255 rakha hai. Sabhi analysts ne Nykaa ke apne brands aur operational model ki tareef ki hai, jisne fashion segment ko EBITDA breakeven tak pahunchaya.

Competition aur Valuation

Yeh sab toh theek hai, par market mein competition bahut hai. Reliance Retail aur Amazon bhi beauty aur fashion mein paise laga rahe hain. Toh yeh dekhna hoga ki Nykaa apna market share kaise maintain karta hai aur reinvestment ke baad bhi profit kaise nikalti hai. Investors ko ab valuation dekhte hue yeh sochna hoga ki company future mein grow kar payegi ya nahi.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.