Nykaa completes purchase of an additional 24.2% stake in Earth Rhythm
Nykaa has completed the acquisition of an additional 24.2% stake in clean beauty brand Earth Rhythm for up to Rs 9.4 crore, extending its push to build a larger owned-brand beauty portfolio.
What happened
Nykaa completed acquisition of an additional 24.2% stake in clean beauty subsidiary Earth Rhythm for up to Rs 9.4 crore, further consolidating ownership as it
Key facts
- 24.2% additional stake
- up to Rs 9.4 crore cash consideration
- 18.5% stake acquired in 2022 for Rs 41.65 crore
- $8 million Series A round
- up to Rs 44.5 crore investment announced in August 2024
- 49% year-on-year increase in House of Nykaa annualised GMV run-rate in FY26
- 27.3% year-on-year beauty business growth in Q1 FY27
- 34% increase in consolidated GMV to Rs 5,590 crore
- 51% Aminu stake planned for Rs 32 crore
Why this matters
This follow-on acquisition signals Nykaa’s preference for consolidating promising portfolio brands, making Earth Rhythm a clearer candidate for deeper integration and scaled distribution.
What to watch
- Nykaa's disclosed post-transaction ownership level, board rights and whether it moves toward majority control.
- Earth Rhythm GMV, revenue growth, repeat-purchase metrics and contribution margin in subsequent Nykaa disclosures.
- Expansion into Nykaa physical stores, rapid-delivery channels or offline third-party retail.
- Changes in promotional discounting, SKU assortment, product launches and customer ratings.
- Evidence of supply-chain consolidation, improved availability or margin expansion within Nykaa's owned-brand portfolio.
- Competitive moves from Purplle, Mamaearth/Honasa, Minimalist, Foxtale and other ingredient-led beauty brands.
- Increase Earth Rhythm visibility across Nykaa's app, website, stores, beauty events and influencer ecosystem.
- Integrate demand forecasting, fulfillment and customer data to reduce stock-outs and improve inventory turns.
- Refresh Earth Rhythm's core categories such as hair care, skin care and body care, emphasizing clinically legible efficacy alongside clean-beauty claims.
- Use bundled routines, Nykaa loyalty offers and cross-selling with adjacent House of Nykaa brands to raise basket size and repeat rates.
- Consider further stake purchases, governance changes or operational integration if performance milestones are met.
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- YourStory — Same time