Nykaa hits 52-week high, +8% as FY30 roadmap targets $5bn+ GMV and 600+ beauty stores
FSN E-Commerce shares jumped 8% to ₹303.75 after Nykaa's Investor Day laid out an FY30 plan: 2-3x revenue growth, 4-5x EBITDA, ROCE above 40%, House of Nykaa NSV crossing ₹5,000 cr, Superstore scaling to 1mn+ retailers, and beauty store count rising from 313 to 600+ across 99 cities.
What happened
Nykaa stock hit a 52-week high, up 8%, after its Investor Day FY30 roadmap targeting $5bn+ GMV, 2-3x revenue growth, 600+ beauty stores, House of Nykaa NSV
Key facts
- 8% intraday gain
- 52-week high
- GMV >$5bn by FY30
- 2-3x revenue growth
- 4-5x EBITDA growth
- ROCE >40%
- House of Nykaa NSV >₹5,000 cr by FY30
- Superstore GMV ₹1,187 cr to ₹3,500 cr
- 494,000 retailers to 1mn+
- FY26 beauty GMV ₹15,000 cr
- fashion GMV ₹4,954 cr
- 313 to 600+ beauty stores
- 99 cities
- 45mn to 100mn consumers
- intraday high ₹303.75
Why this matters
Nykaa's aggressive omnichannel and B2B Superstore expansion signals consolidation pressure on regional beauty retailers and distributors, opening tuck-in M&A windows for private-label brands and last-mile logistics targets.