FSN E-Commerce Ventures Ltd

FSN E-Commerce Ventures has allotted 3,16,250 equity shares under ESOS. Consequent to this allotment, the issued and paid-up share capital of the Company stands increased.

Profit before tax (PBT) soared 207.26% YoY to Rs 121.52 crore in Q4 FY26. On full year basis, the company's consolidated net profit climbed 182.97% to Rs 203.94 crore in FY26 compared with Rs 72.07 crore in FY25. Revenue from operations jumped 26.07% to Rs 10,022.35 crore in FY26 compared with Rs 7949.82 crore in previous fiscal. EBITDA grew 59% YoY to Rs 752 crore in FY26. EBITDA margins expanded to 7.5% in FY2026 as against 6.0% in FY2025. The consolidated gross merchandise values (GMV) grew 28% to Rs 19,963 crore in FY26. Nykaa's Beauty vertical continued to deliver robust growth alongside improved profitability. The segment's GMV rose 27% YoY to Rs 14,954 crore, while net sales value increased 27% to Rs 8,504 crore in FY26. House of Nykaa Beauty and Fashion achieved an annualized GMV run-rate of Rs 3,176 crore, up 49% YoY in FY2026. Beauty GMV stood at Rs 2,788 crore, while Fashion GMV came in at Rs 388 crore. The company's fashion business reported GMV growth of 30% YoY to Rs 4,954 crore in FY26, supported by strong brand partnerships, sustained demand momentum, and deeper category penetration. The company strengthened its retail network during the year, expanding its retail network to 313 stores across 99 cities. Nykaa added 76 stores in FY26, marking its highest-ever annual store addition while maintaining double-digit same-store sales growth. Falguni Nayar, executive chairperson, founder and CEO of Nykaa said, 'Crossing the $1 billion revenue milestone along with track record for profitability and capital efficiency marks a defining moment in Nykaa's 14-year journey and reflects the deep trust consumers place in us. Over the past three years, Nykaa has evolved into a multi-engine growth platform, with our Beauty & Fashion businesses doubling their GMV, while our newer businesses like Superstore and House of Nykaa have grown 4X during the same period. Today, we serve over 55 million consumers who are among the most engaged and premium customers in India.' Meanwhile, the company will acquire additional stake of up to 24.2% in its subsidiary, Earth Rhythm for a total consideration of up to Rs 9.4 crore. The transaction is expected to be completed by 31 August 2026. FSN E-Commerce Ventures (Nykaa) journey began in 2012 as a digital-first, consumer tech beauty company. It has expanded its offerings to include fashion and B2B, launching platforms such as Nykaa Fashion, Nykaa Man, and Nykaa Superstore. The scrip declined 1.42% to Rs 273.30 on the BSE.Powered by Capital Market - Live

Net profit of FSN E-Commerce Ventures rose 286.49% to Rs 78.38 crore in the quarter ended March 2026 as against Rs 20.28 crore during the previous quarter ended March 2025. Sales rose 28.44% to Rs 2648.17 crore in the quarter ended March 2026 as against Rs 2061.76 crore during the previous quarter ended March 2025. For the full year,net profit rose 201.82% to Rs 199.44 crore in the year ended March 2026 as against Rs 66.08 crore during the previous year ended March 2025. Sales rose 26.07% to Rs 10022.35 crore in the year ended March 2026 as against Rs 7949.82 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales2648.172061.76 28 10022.357949.82 26 OPM %8.426.47 -7.515.96 - PBDT205.74112.45 83 667.96393.85 70 PBT121.5239.55 207 347.63127.45 173 NP78.3820.28 286 199.4466.08 202 Powered by Capital Market - Live

FSN E-Commerce Ventures will hold a meeting of the Board of Directors of the Company on 21 May 2026.

FSN E-Commerce Ventures has received affirmation in credit rating on long term bank facilities of Rs 178 crore at CRISIL A; Stable.

Consolidated net revenue is expected to rise in the high twenties, marking the company's fastest growth in the past 12 quarters, driven by sharp acceleration in the fashion vertical and sustained strength in the beauty business. For FY26, NSV growth is likely to improve to the high twenties, up from mid-twenties over the past two years. Net revenue is projected at the upper-mid twenties, reflecting steady performance across segments. The beauty vertical continued its strong momentum, with GMV, NSV, and net revenue growth in the high twenties. Strong conversion metrics, omnichannel execution, and accelerated growth in House of Nykaa supported overall performance. Nykaa recorded its highest-ever quarterly retail expansion, adding 26 new stores and integrating 11 Kiehl's outlets in Q4, taking the total store count to 313 as of 31 March 2026. The fashion vertical showed sharp recovery, with GMV growth in the high twenties and NSV growth in the low forties. Net revenue growth in the segment improved to the high thirties, driven by better platform traction, robust customer acquisition, and an expanding brand portfolio. Strategic initiatives, including the Nike partnership and Pink Love Sale, further supported growth. The company noted that geopolitical developments in West Asia had no material impact during the quarter, with the Middle East contributing less than 1% to overall revenue. The quarter's performance underscores Nykaa's strengthening growth trajectory, supported by balanced momentum across beauty and fashion segments. FSN E-Commerce Ventures (Nykaa) journey began in 2012 as a digital-first, consumer tech beauty company. It has expanded its offerings to include fashion and B2B, launching platforms such as Nykaa Fashion, Nykaa Man, and Nykaa Superstore. The company's consolidated net profit climbed surged 142.38% to Rs 63.31 crore on 26.73% increase in revenue from operations to Rs 2873.26 crore in Q3 FY26 over Q3 FY25.

FSN E-Commerce Ventures has allotted 1,69,300 equity shares under ESOS on 17 March 2026. Powered by Capital Market - Live

Profit before exceptional items and tax surged sharply 182.72% YoY to Rs 125.98 crore during the quarter. Exceptional items stood at Rs 16.36 crore which is related to labour code compliance. EBITDA grew 63% YoY to Rs 230 crore in Q3 FY 2026. EBITDA margins expanded to 8.0% in Q3 FY2026 as against 6.2% in Q3 FY2025. Consolidated GMV grew 28% to Rs 5,795 Cr in Q3 FY2026. Beauty business' gross merchandise value (GMV) jumped 27% YoY to Rs 4,302 core during the quarter, supported by sustained momentum across e-commerce, physical retail, and owned brands under the House of Nykaa House of Nykaa ' Beauty and Fashion GMV for the quarter stood at Rs 872 crore, registering a robust 48% YoY growth. Falguni Nayar, executive chairperson, founder and CEO Nykaa said, 'Q3 FY2026 marked a record quarter for Nykaa, with our highest-ever GMV and EBITDA margin, while sustaining our long-term growth trajectory. Over a 13-year journey, Nykaa has evolved into a multi- platform lifestyle business addressing more than $100 billion beauty and fashion opportunity and serving over 52 million customers across One Nykaa. This performance reflects steady execution against our strategic priorities, as we continue to invest in assortment expansion, offline growth, and technology-led discovery, alongside a disciplined focus on efficiency. These foundations position us well for sustained, long-term growth.' FSN E-Commerce Ventures (Nykaa) journey began in 2012 as a digital-first, consumer tech beauty company. It has expanded its offerings to include fashion and B2B, launching platforms such as Nykaa Fashion, Nykaa Man, and Nykaa Superstore.Powered by Capital Market - Live

Net profit of FSN E-Commerce Ventures rose 142.38% to Rs 63.31 crore in the quarter ended December 2025 as against Rs 26.12 crore during the previous quarter ended December 2024. Sales rose 26.73% to Rs 2873.26 crore in the quarter ended December 2025 as against Rs 2267.21 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales2873.262267.21 27 OPM %8.006.21 - PBDT206.86114.38 81 PBT125.9844.56 183 NP63.3126.12 142 Powered by Capital Market - Live

FSN E-Commerce Ventures will hold a meeting of the Board of Directors of the Company on 5 February 2026.Powered by Capital Market - Live