Nykaa Q1 profit more than triples to ₹79.8 Cr as revenue rises 29%
Nykaa reported Q1 FY27 operating revenue of ₹2,782 Cr, up 29% year-on-year, while consolidated net profit climbed from ₹24.8 Cr to ₹79.8 Cr. The company also approved the acquisition of a 51% stake in D2C skincare brand Aminu Wellness for ₹32 Cr.
What happened
Nykaa’s Q1 FY27 consolidated profit more than tripled year-on-year to ₹79.8 crore as operating revenue rose 29% to ₹2,782 crore. The beauty retailer also
Key facts
- Q1 FY27 consolidated net profit: ₹79.8 Cr, up from ₹24.8 Cr YoY
- Sequential net profit: ₹78.8 Cr in prior quarter
- Operating revenue: ₹2,782 Cr, up 29% YoY and 5% QoQ
- Other income: ₹9.3 Cr
- Total income: ₹2,791.3 Cr
- Total expenses: ₹2,662.2 Cr, up 26% YoY
- Acquisition: 51% stake in Aminu Wellness for ₹32 Cr
- Aminu Wellness FY26 revenue: ₹19.4 Cr
- Aminu founded in 2019
Why this matters
Nykaa’s ₹32 Cr acquisition of a 51% stake in Aminu Wellness extends its exposure to high-growth D2C skincare while retaining a partnership-led ownership structure.
What to watch
- Whether Q2 revenue growth stays above 25% without a sharp increase in discounting or marketing expense.
- EBITDA and net-profit margin progression, including the contribution of advertising, marketplace services and owned brands.
- Aminu Wellness revenue growth, distribution expansion and evidence of margin-accretive integration after the 51% acquisition.
- Beauty versus fashion growth split; sustained fashion weakness could constrain consolidated operating leverage.
- Store additions, same-store sales growth and the profitability of offline expansion.
- Competitive moves from quick-commerce and major marketplaces in beauty delivery speed, assortment and promotional intensity.
- Repeat-purchase, average-order-value and premium-category trends, particularly in skincare and wellness.
- Cross-sell Aminu Wellness across Nykaa's online beauty platform, physical stores and influencer/content channels.
- Increase emphasis on exclusive, owned and premium skincare brands to lift gross margin and customer retention.
- Use stronger profitability to selectively accelerate store openings, fulfillment capacity and beauty-content investments.
- Pursue additional minority or controlling investments in differentiated D2C beauty and wellness brands, especially in skincare.
- Defend share against quick-commerce through curated assortments, rapid-delivery partnerships and loyalty-led repeat purchases.
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