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FSN E-Commerce Ventures
FSN E-Commerce Ventures (NYKAA) investor relations material
FSN E-Commerce Ventures Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary5 Feb, 2026
Executive summary
Q3 FY2026 delivered 28% year-on-year GMV growth to INR 5,795 crore and net revenue up 27% to INR 2,873 crore, maintaining a 13-quarter streak of strong expansion.
EBITDA reached INR 230 crore (8% of net revenue), up 63% year-on-year, marking the highest margin to date.
PAT was INR 68 crore (2.4% of net revenue), up 156% year-on-year; adjusted for a one-time labor code impact, PAT would be INR 78 crore (2.7%).
Beauty and Fashion segments delivered market-leading growth, with robust customer additions and strong festive sales.
Total comprehensive income for the quarter was INR 68.22 crore, up from INR 26.28 crore year-over-year.
Financial highlights
Gross profit rose 31% year-on-year to INR 1,297 crore, with gross margin at 45.2% of net revenue.
EBITDA margin improved by 180 basis points to 8%; gross margin expanded by 144 basis points year-on-year.
Working capital days improved to 30 for the nine months, and ROCE increased to 19.1% annualized.
Revenue from operations for the nine months ended December 31, 2025, was INR 7,374.18 crore, up from INR 5,888.06 crore year-over-year.
One-time provision of INR 16 crore for new labor code impact.
Outlook and guidance
Management remains optimistic about continued growth, citing strong e-commerce momentum, digital marketing efficiencies, and omnichannel expansion.
The group continues to monitor regulatory changes, especially regarding new Labour Codes, and will recognize further accounting effects as clarifications are issued.
No explicit forward guidance provided, but structural improvements in margins and profitability expected to sustain.
Fashion segment path to profitability
Labour Code impact beyond Q3 FY26?
Subsidiary audit report integration process
What strategic value does the Nike D2C partnership bring?
Is Beauty's EBITDA margin improvement sustainable?
How do new content partnerships enhance monetization?
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Next FSN E-Commerce Ventures earnings date
Q4 25/2622 May, 2026
FSN E-Commerce Ventures
Next FSN E-Commerce Ventures earnings date
Q4 25/2622 May, 2026
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Frequently asked questions
FSN E-Commerce Ventures Ltd operates as an online and offline retailer of beauty, personal care, fashion, and wellness products under the Nykaa brand. The company offers a curated product portfolio through e-commerce platforms and physical stores. It is headquartered in Mumbai, India, and its shares are listed on the NSE.
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