Nykaa Q4 profit jumps 286% as beauty grows 27%, fashion 40%; ITC margins expand on weaker topline
Q4 FY25 consumer roundup: Nykaa revenue Rs 2,648 cr (+28.4%), profit Rs 78.4 cr (+286%), with beauty at Rs 2,410 cr and fashion at Rs 225 cr. ITC posts Rs 16,050 cr revenue (-7%) but profit up 4.9%. Honasa, Bikaji, Wakefit, Lux, Flair report. Varun Beverages extends PepsiCo pact to 2049. Maruti hikes prices up to Rs 30,000.
What happened
Q4 results roundup: Nykaa profit jumps 286% with beauty +27%, fashion +40%, plans Earth Rhythm stake hike. ITC margin expands. Honasa, Bikaji, Wakefit, Lux,
Key facts
- Nykaa revenue Rs 2,648 cr +28.4%
- Nykaa net profit Rs 78.4 cr +286.2%
- Nykaa beauty +27% to Rs 2,410 cr
- Nykaa fashion +40% to Rs 225 cr
- ITC revenue Rs 16,050 cr -7%
- ITC net profit Rs 5,113 cr +4.9%
- Honasa revenue Rs 657.1 cr +23.1%
- Bikaji revenue Rs 721 cr +18%
- Wakefit revenue Rs 343.6 cr +13.5%
- Maruti price hike up to Rs 30,000
- Varun Beverages-PepsiCo EBA extended to 2049
Why this matters
Fragmented Q4 prints across Honasa, Bikaji, Wakefit, Lux and Flair plus Varun's locked-in PepsiCo runway to 2049 set up a buyer's market for tuck-in D2C and ancillary brand assets at compressed multiples.