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.
Q4 results roundup: Nykaa profit jumps 286% with beauty +27%, fashion +40%, plans Earth Rhythm stake hike. ITC margin expands. Honasa, Bikaji, Wakefit, Lux, Flair report. Varun Beverages extends PepsiCo bottling pact to 2049. Maruti hikes prices. Ola Electric admits weak FY26 volumes.
Why this matters
Nykaa's Q4 confirms the premium-led turnaround flagged in prior signals: profit quadrupled, EBITDA margin hit a record 8.4%, fashion turned EBITDA positive, and the stock touched a 52-week high.
Retail-company signals steady at 1,054 over the past 90 days.