FSN E-Commerce Ventures（NYKAA）株式概要FSN E-Commerce Ventures Limitedは、その子会社を通じて、女性、男性、子供、家庭向けの美容、パーソナルケア、ファッション製品をインド国内外に提供している。 詳細NYKAA ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績5/6財務の健全性5/6配当金0/6報酬収益は年間48.95%増加すると予測されています 過去1年間で収益は201.8%増加しました リスク分析リスクチェックの結果、NYKAA 、リスクは検出されなかった。すべてのリスクチェックを見るNYKAA Community Fair Values Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN11.6% overvaluedAnalystConsensusTarget•4mo agoPhysical Store Expansion And Owned Brands Will Support A Balanced Long Term Outlook3403AN70.9% overvaluedAnalystLowTarget•4mo agoAggressive Store Expansion And Premiumization Will Strain Margins And Pressure Long Term Returns500AN10.6% undervaluedAnalystHighTarget•5mo agoPremium Beauty And Gen Z Adoption Will Drive Long Term Upside Potential600Top Analyst NarrativesAN11.6% overvaluedAnalystConsensusTarget•4mo agoPhysical Store Expansion And Owned Brands Will Support A Balanced Long Term Outlook3403AN70.9% overvaluedAnalystLowTarget•4mo agoAggressive Store Expansion And Premiumization Will Strain Margins And Pressure Long Term Returns500AN10.6% undervaluedAnalystHighTarget•5mo agoPremium Beauty And Gen Z Adoption Will Drive Long Term Upside Potential600View all narrativesFSN E-Commerce Ventures Limited 競合他社Lenskart SolutionsSymbol: NSEI:LENSKARTMarket cap: ₹892.4bBrainbees SolutionsSymbol: NSEI:FIRSTCRYMarket cap: ₹122.6bThangamayil JewellerySymbol: NSEI:THANGAMAYLMarket cap: ₹118.6bN Gadgil JewellersSymbol: NSEI:PNGJLMarket cap: ₹71.3b価格と性能株価の高値、安値、推移の概要FSN E-Commerce Ventures過去の株価現在の株価₹277.2552週高値₹285.6052週安値₹191.16ベータ0.431ヶ月の変化5.88%3ヶ月変化4.39%1年変化36.38%3年間の変化119.52%5年間の変化n/aIPOからの変化-24.59%最新ニュースReported Earnings • May 22Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹0.70 (up from ₹0.23 in FY 2025). Revenue: ₹100.6b (up 27% from FY 2025). Net income: ₹1.99b (up 202% from FY 2025). Profit margin: 2.0% (up from 0.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.分析記事 • May 19Here's Why FSN E-Commerce Ventures (NSE:NYKAA) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • May 13FSN E-Commerce Ventures Limited to Report Q4, 2026 Results on May 21, 2026FSN E-Commerce Ventures Limited announced that they will report Q4, 2026 results on May 21, 2026お知らせ • Apr 09FSN E-Commerce Ventures Confirms Talks to Acquire Stake in 82°EFSN E-Commerce Ventures Limited (NSEI:NYKAA), which owns beauty and fashion retailer Nykaa, confirmed that it is in talks with Deepika Padukone's skincare brand 82°E (DPKA Universal Consumer Ventures Private Limited) to acquire stake in the latter, in a stock exchange filing late April 6, 2026. "The company evaluates various strategic opportunities for growth and expansion on an ongoing basis. it remains in discussions with concerned parties, including the one referred above," Nykaa said in the filing. "The company will make appropriate disclosures/announcements in compliance with applicable laws, as and when due," it added. ET had reported the development in its April 6 edition.Price Target Changed • Mar 06Price target increased by 7.5% to ₹271Up from ₹252, the current price target is an average from 25 analysts. New target price is 6.3% above last closing price of ₹255. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹0.76 for next year compared to ₹0.23 last year.お知らせ • Feb 10FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited.FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million on August 12, 2025. A cash consideration of INR 1.43 million will be paid by FSN E-Commerce Ventures Limited. As part of consideration, INR 1.43 million is paid towards common equity of Nudge Wellness Private Limited. Upon completion, FSN E-Commerce Ventures Limited will own 100% stake in Nudge Wellness Private Limited. For the period ending March 31, 2025, Nudge Wellness Private Limited reported total revenue of INR 3.48 million. The transaction is subject to approval of offer by FSN E-Commerce Ventures Limited board. The transaction is subject to execution of definitive transaction documents and any other applicable procedural and regulatory steps. The deal has been approved by FSN E-Commerce Ventures Limited board. The expected completion of the transaction is September 30, 2025. FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited on February 9, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 22Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹0.70 (up from ₹0.23 in FY 2025). Revenue: ₹100.6b (up 27% from FY 2025). Net income: ₹1.99b (up 202% from FY 2025). Profit margin: 2.0% (up from 0.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.分析記事 • May 19Here's Why FSN E-Commerce Ventures (NSE:NYKAA) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • May 13FSN E-Commerce Ventures Limited to Report Q4, 2026 Results on May 21, 2026FSN E-Commerce Ventures Limited announced that they will report Q4, 2026 results on May 21, 2026お知らせ • Apr 09FSN E-Commerce Ventures Confirms Talks to Acquire Stake in 82°EFSN E-Commerce Ventures Limited (NSEI:NYKAA), which owns beauty and fashion retailer Nykaa, confirmed that it is in talks with Deepika Padukone's skincare brand 82°E (DPKA Universal Consumer Ventures Private Limited) to acquire stake in the latter, in a stock exchange filing late April 6, 2026. "The company evaluates various strategic opportunities for growth and expansion on an ongoing basis. it remains in discussions with concerned parties, including the one referred above," Nykaa said in the filing. "The company will make appropriate disclosures/announcements in compliance with applicable laws, as and when due," it added. ET had reported the development in its April 6 edition.Price Target Changed • Mar 06Price target increased by 7.5% to ₹271Up from ₹252, the current price target is an average from 25 analysts. New target price is 6.3% above last closing price of ₹255. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹0.76 for next year compared to ₹0.23 last year.お知らせ • Feb 10FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited.FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million on August 12, 2025. A cash consideration of INR 1.43 million will be paid by FSN E-Commerce Ventures Limited. As part of consideration, INR 1.43 million is paid towards common equity of Nudge Wellness Private Limited. Upon completion, FSN E-Commerce Ventures Limited will own 100% stake in Nudge Wellness Private Limited. For the period ending March 31, 2025, Nudge Wellness Private Limited reported total revenue of INR 3.48 million. The transaction is subject to approval of offer by FSN E-Commerce Ventures Limited board. The transaction is subject to execution of definitive transaction documents and any other applicable procedural and regulatory steps. The deal has been approved by FSN E-Commerce Ventures Limited board. The expected completion of the transaction is September 30, 2025. FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited on February 9, 2026.Reported Earnings • Feb 06Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: ₹0.22 (up from ₹0.09 in 3Q 2025). Revenue: ₹28.7b (up 27% from 3Q 2025). Net income: ₹633.1m (up 142% from 3Q 2025). Profit margin: 2.2% (up from 1.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26Nykaa Appoints Chetan Sharma as Group Company Secretary, and Compliance OfficerNykaa has strengthened its boardroom bench with the appointment of Chetan Sharma as Vice President, Group Company Secretary, and Compliance Officer, based in Mumbai. In his new role, Sharma will work closely with FSN E-Commerce Ventures Ltd.'s boards, promoters and senior leadership, acting as a trusted hand on the tiller for enterprise governance, board effectiveness and regulatory compliance. From complex corporate actions to steady compliance stewardship, his mandate spans the full lifecycle of governance in a fast growing, listed digital business. Sharma brings with him more than a decade and a half of experience across pharmaceuticals, manufacturing and financial services. Most recently, he spent over six years at Emcure Pharmaceuticals, where he served as group company secretary and compliance officer, leading high-stakes assignments across mergers and acquisitions, valuations, listings and group-wide restructuring. His career also includes senior roles at Cadila Pharmaceuticals, Varroc, Zuventus Healthcare, ECS Corporation and Neesa Group, giving him deep exposure to corporate law, capital markets, IPOs and regulatory liaison. Early in his career, he worked closely on multiple public offerings and takeover assignments, building a strong foundation in transaction-led governance. Alongside his corporate responsibilities, Sharma serves as director of the corporate advisory board at Lovely Professional University, where he contributes to academic and industry engagement.新しいナラティブ • Jan 23Physical Store Expansion And Owned Brands Will Support A Balanced Long Term OutlookCatalysts About FSN E-Commerce Ventures FSN E-Commerce Ventures operates Nykaa, an online and offline platform for beauty, personal care, fashion and owned brands across India. What are the underlying business or industry changes driving this perspective?お知らせ • Jan 20FSN E-Commerce Ventures Limited to Report Q3, 2026 Results on Feb 05, 2026FSN E-Commerce Ventures Limited announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Jan 13Here's Why We Think FSN E-Commerce Ventures (NSE:NYKAA) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Dec 23FSN E-Commerce Ventures Limited's (NSE:NYKAA) Share Price Matching Investor OpinionWhen close to half the companies in the Specialty Retail industry in India have price-to-sales ratios (or "P/S") below...分析記事 • Dec 02Does FSN E-Commerce Ventures (NSE:NYKAA) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Nov 12Price target increased by 7.0% to ₹234Up from ₹219, the current price target is an average from 25 analysts. New target price is 8.7% below last closing price of ₹257. Stock is up 49% over the past year. The company is forecast to post earnings per share of ₹0.72 for next year compared to ₹0.23 last year.分析記事 • Nov 10Analyst Estimates: Here's What Brokers Think Of FSN E-Commerce Ventures Limited (NSE:NYKAA) After Its Second-Quarter ReportAs you might know, FSN E-Commerce Ventures Limited ( NSE:NYKAA ) recently reported its quarterly numbers. Results were...Reported Earnings • Nov 08Second quarter 2026 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2026 results: EPS: ₹0.12 (up from ₹0.04 in 2Q 2025). Revenue: ₹23.5b (up 25% from 2Q 2025). Net income: ₹344.3m (up 243% from 2Q 2025). Profit margin: 1.5% (up from 0.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28FSN E-Commerce Ventures Limited to Report Q2, 2026 Results on Nov 07, 2025FSN E-Commerce Ventures Limited announced that they will report Q2, 2026 results on Nov 07, 2025分析記事 • Sep 30FSN E-Commerce Ventures (NSE:NYKAA) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Sep 09FSN E-Commerce Ventures Limited's (NSE:NYKAA) P/S Still Appears To Be ReasonableFSN E-Commerce Ventures Limited's ( NSE:NYKAA ) price-to-sales (or "P/S") ratio of 8.5x may look like a poor investment...Major Estimate Revision • Aug 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₹0.897 to ₹0.785 per share. Revenue forecast steady at ₹100.0b. Net income forecast to grow 256% next year vs 36% growth forecast for Specialty Retail industry in India. Consensus price target up from ₹206 to ₹210. Share price rose 11% to ₹227 over the past week.分析記事 • Aug 15FSN E-Commerce Ventures Limited Just Missed Earnings - But Analysts Have Updated Their ModelsNSEI:NYKAA 1 Year Share Price vs Fair Value Explore FSN E-Commerce Ventures's Fair Values from the Community and select...お知らせ • Aug 13FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million.FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million on August 12, 2025. A cash consideration of INR 1.43 million will be paid by FSN E-Commerce Ventures Limited. As part of consideration, INR 1.43 million is paid towards common equity of Nudge Wellness Private Limited. Upon completion, FSN E-Commerce Ventures Limited will own 100% stake in Nudge Wellness Private Limited. For the period ending March 31, 2025, Nudge Wellness Private Limited reported total revenue of INR 3.48 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is September 30, 2025.Reported Earnings • Aug 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.23 (up from ₹0.11 in FY 2024). Revenue: ₹79.5b (up 25% from FY 2024). Net income: ₹660.8m (up 105% from FY 2024). Profit margin: 0.8% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Aug 02FSN E-Commerce Ventures Limited to Report Q1, 2026 Results on Aug 12, 2025FSN E-Commerce Ventures Limited announced that they will report Q1, 2026 results on Aug 12, 2025お知らせ • Jul 30FSN E-Commerce Ventures Limited, Annual General Meeting, Aug 25, 2025FSN E-Commerce Ventures Limited, Annual General Meeting, Aug 25, 2025, at 10:30 Indian Standard Time.分析記事 • Jul 19We Think FSN E-Commerce Ventures (NSE:NYKAA) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Jul 03Early Nykaa Investor Reportedly to Offload $150 Million Stake Via Block DealHarindarpal Singh Banga, founder of Hong Kong-based diversified conglomerate The Caravel Group Limited, and one of FSN E-Commerce Ventures Limited (Nykaa)'s early investors, is set to sell a 2%-2.5% stake in the beauty and fashion retailer in a $150 million (around INR 12,000 million to INR 13,000 million) block deal, people briefed on the matter told ET. Banga, who has been gradually reducing his holding, currently owns nearly 5% of Nykaa. The shares are being offered at a 4% discount to July 2, 2025 closing price of INR 211.80 on the BSE, one of the sources said, adding that the buyers are foreign institutional investors (FIIs).分析記事 • Jun 03FSN E-Commerce Ventures Limited Just Missed Earnings - But Analysts Have Updated Their ModelsFSN E-Commerce Ventures Limited ( NSE:NYKAA ) shareholders are probably feeling a little disappointed, since its shares...Reported Earnings • May 31Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.23 (up from ₹0.11 in FY 2024). Revenue: ₹79.8b (up 25% from FY 2024). Net income: ₹660.8m (up 105% from FY 2024). Profit margin: 0.8% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • May 19FSN E-Commerce Ventures Limited to Report Q4, 2025 Results on May 30, 2025FSN E-Commerce Ventures Limited announced that they will report Q4, 2025 results on May 30, 2025Major Estimate Revision • Apr 15Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹80.7b to ₹79.8b. EPS estimate also fell from ₹0.347 per share to ₹0.307 per share. Net income forecast to grow 320% next year vs 38% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹192. Share price rose 5.0% to ₹180 over the past week.Major Estimate Revision • Feb 17Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₹0.459 to ₹0.346 per share. Revenue forecast steady at ₹80.0b. Net income forecast to grow 339% next year vs 37% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹190. Share price rose 2.4% to ₹173 over the past week.Reported Earnings • Feb 11Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹0.09 (up from ₹0.06 in 3Q 2024). Revenue: ₹22.7b (up 27% from 3Q 2024). Net income: ₹261.2m (up 61% from 3Q 2024). Profit margin: 1.2% (up from 0.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 30FSN E-Commerce Ventures Limited to Report Q3, 2025 Results on Feb 10, 2025FSN E-Commerce Ventures Limited announced that they will report Q3, 2025 results on Feb 10, 2025Major Estimate Revision • Nov 19Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₹0.617 to ₹0.493 per share. Revenue forecast steady at ₹79.8b. Net income forecast to grow 432% next year vs 38% growth forecast for Specialty Retail industry in India. Consensus price target down from ₹203 to ₹196. Share price fell 4.2% to ₹170 over the past week.New Risk • Nov 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.お知らせ • Nov 13Abhijeet Dabas Joins Nykaa as EVP and Business Head- Fashion EcommerceNykaa announces the appointment of Abhijeet Dabas as executive vice president and business head- fashion eCommerce. An alumnus of the Indian Institute of Management Calcutta, Abhijeet brings a wealth of experience which includes strategic roles at McKinsey and Company, followed by leadership positions at technology and e-commerce companies including Cars24, Swiggy, Myntra and Lazada. In his new role, Abhijeet will shape Nykaa Fashion’s online growth strategy, expand its global footprint, build strategic partnerships—including current alliances with leading fashion retailers like Foot Locker and REVOLVE—to strengthen Nykaa’s position in the fashion e-commerce space.Reported Earnings • Nov 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹0.04 (up from ₹0.02 in 2Q 2024). Revenue: ₹18.8b (up 25% from 2Q 2024). Net income: ₹100.4m (up 72% from 2Q 2024). Profit margin: 0.5% (up from 0.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 60%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Nov 04FSN E-Commerce Ventures Limited to Report Q2, 2025 Results on Nov 12, 2024FSN E-Commerce Ventures Limited announced that they will report Q2, 2025 results on Nov 12, 2024お知らせ • Aug 21FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2024FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2024, at 15:30 Indian Standard Time.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₹0.705 to ₹0.631 per share. Revenue forecast steady at ₹81.0b. Net income forecast to grow 487% next year vs 34% growth forecast for Specialty Retail industry in India. Consensus price target up from ₹193 to ₹197. Share price rose 2.9% to ₹193 over the past week.New Risk • Aug 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 14First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ₹0.03 (up from ₹0.02 in 1Q 2024). Revenue: ₹17.5b (up 23% from 1Q 2024). Net income: ₹96.4m (up 192% from 1Q 2024). Profit margin: 0.5% (up from 0.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.お知らせ • Aug 06FSN E-Commerce Ventures Limited to Report Q1, 2025 Results on Aug 13, 2024FSN E-Commerce Ventures Limited announced that they will report Q1, 2025 results on Aug 13, 2024Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Milind Sarwate was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 29Nykaa Appoints Santosh Desai as Independent DirectorFSN E-commerce Ventures, which operates omnichannel beauty and fashion retailer Nykaa, has appointed Santosh Desai as an independent director on its board, starting in July, for a period of three years, the company said on Monday.Desai previously served as the CEO of business consulting company Future Brands for nearly 17 years, and also as president of advertising firm McCann. He has played a key role in building significant brands for various local and multinational organisations.Desai currently serves on the boards of Think9 Consumer Technologies, Dainik Jagran Group, and Breakthrough. An IIM Ahmedabad graduate, he is also a member of the governing councils of Mudra Institute of Communication, Ahmedabad, and Praxis Business School, Kolkata.Reported Earnings • May 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹0.11 (up from ₹0.068 in FY 2023). Revenue: ₹63.9b (up 24% from FY 2023). Net income: ₹322.7m (up 68% from FY 2023). Profit margin: 0.5% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Specialty Retail industry in India.お知らせ • May 12FSN E-Commerce Ventures Limited to Report Q4, 2024 Results on May 22, 2024FSN E-Commerce Ventures Limited announced that they will report Q4, 2024 results on May 22, 2024Major Estimate Revision • Feb 13Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹0.259 to ₹0.172 per share. Revenue forecast steady at ₹63.3b. Net income forecast to grow 512% next year vs 43% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹180. Share price fell 7.8% to ₹148 over the past week.New Risk • Feb 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 07Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: ₹0.06 (up from ₹0.03 in 3Q 2023). Revenue: ₹18.0b (up 23% from 3Q 2023). Net income: ₹161.9m (up 98% from 3Q 2023). Profit margin: 0.9% (up from 0.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Specialty Retail industry in India.お知らせ • Feb 06FSN E-Commerce Ventures Limited Announces Management ChangesFSN E-Commerce Ventures Limited at its board meeting held on February 6, 2024, approved the appointment of Mr. Neelabja Chakrabarty as Company Secretary & Compliance Officer and Key Managerial Personnel of the Company (`KMP') with effect from February 8, 2024, in place of Mr. Sujeet Jain. Mr. Sujeet Jain will cease to be Company Secretary & Compliance Officer and KMP of the Company with effect from close of business hours on February 7, 2024, however, Mr. Sujeet Jain will continue to be the Chief Legal and Regulatory Officer of the Company. Neelabja Chakrabarty has more than 21 years of experience in Company Secretarial & Compliance Functions across various organizations such as Tata Consumer Products, TataSky, YES Bank, CRISIL and Indian Hotels. His last stint was with Tata Consumer Products Ltd. as Company Secretary and Compliance Officer. He has extensive experience of conducting and managing board and shareholder meetings of large, listed companies. He is well versed with SEBI regulation and has managed various corporate governance matters. He has also managed various corporate action such as preferential allotment, private placement of shares and debentures, QIP, rights and bonus issues, compliances for mergers and takeover, group restructuring exercises, voluntary open offer, buy back and ESOP plans. He also has experience of managing legal and finance related issues. He is a Company Secretary, Cost Accountant, and has LLB Degree.お知らせ • Jan 25FSN E-Commerce Ventures Limited to Report Q3, 2024 Results on Feb 06, 2024FSN E-Commerce Ventures Limited announced that they will report Q3, 2024 results on Feb 06, 2024Major Estimate Revision • Jan 12Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹0.319 to ₹0.278 per share. Revenue forecast steady at ₹64.1b. Net income forecast to grow 748% next year vs 40% growth forecast for Specialty Retail industry in India. Consensus price target up from ₹175 to ₹180. Share price rose 8.2% to ₹188 over the past week.Reported Earnings • Nov 07Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: ₹0.02 (up from ₹0.015 in 2Q 2023). Revenue: ₹15.2b (up 23% from 2Q 2023). Net income: ₹58.5m (up 42% from 2Q 2023). Profit margin: 0.4% (up from 0.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.Major Estimate Revision • Nov 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₹64.8b to ₹64.1b. EPS estimate also fell from ₹0.366 per share to ₹0.323 per share. Net income forecast to grow 672% next year vs 36% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹170. Share price rose 7.1% to ₹149 over the past week.お知らせ • Oct 28FSN E-Commerce Ventures Limited to Report Q2, 2024 Results on Nov 06, 2023FSN E-Commerce Ventures Limited announced that they will report Q2, 2024 results on Nov 06, 2023Recent Insider Transactions • Sep 27Chief Executive Officer of Nykaa Man recently sold ₹19m worth of stockOn the 22nd of September, Nihir Parikh sold around 130k shares on-market at roughly ₹143 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹81m. Insiders have been net sellers, collectively disposing of ₹1.8b more than they bought in the last 12 months.Recent Insider Transactions • Sep 06Key Executive recently sold ₹20m worth of stockOn the 30th of August, Manoj Jaiswal sold around 150k shares on-market at roughly ₹136 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹74m. Manoj has been a net seller over the last 12 months, reducing personal holdings by ₹124m.お知らせ • Aug 25FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2023FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2023, at 10:30 Indian Standard Time. Agenda: To receive, consider and adopt the Standalone audited financial statements of the Company for the financial year ended March 31, 2023 together with the Reports of the Board of Directors and Auditors thereon; to receive, consider and adopt the Consolidated audited financial statements of the Company for the financial year ended March 31, 2023 together with the Report of Auditors thereon; to appoint a Director in place of Mr. Milan Khakhar who retires by rotation and being eligible offers himself for re-appointment; and to appoint a Director in place of Ms. Adwaita Nayar who retires by rotation and being eligible offers herself for re-appointment.Recent Insider Transactions • Aug 21Insider recently sold ₹13m worth of stockOn the 16th of August, Pulkit Swarup sold around 95k shares on-market at roughly ₹133 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹74m. Insiders have been net sellers, collectively disposing of ₹2.0b more than they bought in the last 12 months.Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹0.02. Revenue: ₹14.2b (up 24% from 1Q 2023). Net income: ₹33.0m (down 27% from 1Q 2023). Profit margin: 0.2% (down from 0.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in India.Price Target Changed • Aug 09Price target decreased by 7.3% to ₹178Down from ₹192, the current price target is an average from 21 analysts. New target price is 21% above last closing price of ₹147. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₹0.60 for next year compared to ₹0.07 last year.お知らせ • Aug 03FSN E-Commerce Ventures Limited to Report Q1, 2024 Results on Aug 11, 2023FSN E-Commerce Ventures Limited announced that they will report Q1, 2024 results on Aug 11, 2023お知らせ • Jul 07FSN E-Commerce Ventures Limited Provides Consolidated Revenue Guidance for the First Quarter of 2024FSN E-Commerce Ventures Limited provided consolidated revenue guidance for the first quarter of 2024. For the quarter, at a consolidated level, the company expects revenue to grow in the mid-twenties year over year.Recent Insider Transactions • Jun 30Chief Executive Officer of Nykaa Man recently sold ₹74m worth of stockOn the 27th of June, Nihir Parikh sold around 500k shares on-market at roughly ₹149 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹2.0b more than they bought in the last 12 months.Recent Insider Transactions • Jun 04Key Executive recently sold ₹61m worth of stockOn the 2nd of June, Manoj Jaiswal sold around 480k shares on-market at roughly ₹126 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Manoj has been a net seller over the last 12 months, reducing personal holdings by ₹310m.Reported Earnings • May 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹0.07 (down from ₹0.15 in FY 2022). Revenue: ₹51.7b (up 37% from FY 2022). Net income: ₹192.6m (down 53% from FY 2022). Profit margin: 0.4% (down from 1.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.お知らせ • May 13FSN E-Commerce Ventures Limited to Report Q4, 2023 Results on May 24, 2023FSN E-Commerce Ventures Limited announced that they will report Q4, 2023 results at 12:08 PM, Indian Standard Time on May 24, 2023Major Estimate Revision • Apr 08Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₹0.131 to ₹0.112 per share. Revenue forecast steady at ₹51.8b. Net income forecast to grow 390% next year vs 43% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹211. Share price rose 5.6% to ₹131 over the past week.Recent Insider Transactions • Mar 28Chief Executive Officer of Nykaa Man recently sold ₹33m worth of stockOn the 24th of March, Nihir Parikh sold around 239k shares on-market at roughly ₹138 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹108m. Insiders have been net sellers, collectively disposing of ₹2.3b more than they bought in the last 12 months.Recent Insider Transactions • Mar 06Insider recently sold ₹52m worth of stockOn the 1st of March, Kingshuk Basu sold around 158k shares on-market at roughly ₹328 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹108m. Insiders have been net sellers, collectively disposing of ₹2.3b more than they bought in the last 12 months.Recent Insider Transactions • Feb 21Insider recently sold ₹14m worth of stockOn the 20th of February, Shuchi Pandya sold around 100k shares on-market at roughly ₹143 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹108m. Insiders have been net sellers, collectively disposing of ₹2.4b more than they bought in the last 12 months.Major Estimate Revision • Feb 20Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₹52.4b to ₹51.7b. EPS estimate also fell from ₹0.264 per share to ₹0.154 per share. Net income forecast to grow 437% next year vs 31% growth forecast for Online Retail industry in India. Consensus price target down from ₹250 to ₹218. Share price fell 9.9% to ₹139 over the past week.Price Target Changed • Feb 14Price target decreased by 12% to ₹224Down from ₹254, the current price target is an average from 17 analysts. New target price is 56% above last closing price of ₹143. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹0.21 for next year compared to ₹0.15 last year.お知らせ • Feb 14FSN E-Commerce Ventures Limited Announces Change of Company SecretaryFSN E-Commerce Ventures Limited at its board meeting held on February 13, 2023, approved the appointment of Mr. Sujeet Jain, Chief Legal and Regulatory Officer of the Company as Company Secretary & Compliance Officer and Key Managerial Personnel of the Company (KMP) w.e.f. February 14, 2023, in place of Mr. Rajendra Punde Mr. Rajendra Punde will cease to be Company Secretary & Compliance Officer and KMP of the Company w.e.f. close of business hours on February 13, 2023. Mr. Sujeet Jain is a seasoned General Counsel with more than 25 years of experience across diversified sectors such as Telecom, Media, Technology and Cement in leadership roles. He has led Legal, Compliance, IPR, Digital Laws, Competition Laws, M&A, Regulatory, Corporate Governance, and Company Secretarial functions across organizations. His last stint was with UltraTech Cement, part of the Aditya Birla Group, serving as the Chief Legal Officer, where he led legal and regulatory matters and managed cross border transactions across multiple jurisdictions. Prior to that, he worked with Viacom18 Media as a Group General Counsel and Company Secretary. Earlier, he worked with People Group and Hutch (now Vodafone India) where he set up pan India legal operations. Mr. Jain is passionate about building teams, systems, and processes to enable organization growth and has been part of various industry and regulatory bodies such as IAMAI, CII, IBF, CMA, BCCC and BARC. For his contribution to the legal fraternity, he has received numerous industry awards and has been featured in top general counsels listings including Business World and Legal500. He is a qualified lawyer, Company Secretary, Cost Accountant, and has an MBA from Warwick Business School, UK.Reported Earnings • Feb 14Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: ₹0.03 (down from ₹0.10 in 3Q 2022). Revenue: ₹14.7b (up 34% from 3Q 2022). Net income: ₹81.9m (down 71% from 3Q 2022). Profit margin: 0.6% (down from 2.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Online Retail industry in Asia.お知らせ • Feb 07FSN E-Commerce Ventures Limited to Report Q3, 2023 Results on Feb 13, 2023FSN E-Commerce Ventures Limited announced that they will report Q3, 2023 results on Feb 13, 2023お知らせ • Jan 24FSN E-Commerce Ventures Limited Appoints P. Ganesh, as Chief Financial Officer, Effective February 03, 2023FSN E-Commerce Ventures Limited announced that the Board of Directors of the Company, at its Meeting held on January 23, 2023, has appointed Mr. P. Ganesh, as Chief Financial Officer (`CFO') and Key Managerial Personnel (`KMP') of the Company effective February 03, 2023. Mr. P. Ganesh is a qualified Chartered Accountant, Cost and Management Accountant and Company Secretary and has over 27 years of rich industry experience in domestic and international markets. Ganesh has vast and varied experience spanning across Financial Reporting, Business Finance, Domestic and International Taxation, Investor Relations, Banking, Mergers and Acquisitions and Corporate Law. Currently, he is CFO at TAFE Group. Prior to TAFE, he has held leadership roles in India and overseas with the Godrej Group, Glenmark Pharma and Pidilite.Major Estimate Revision • Jan 20Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from ₹0.23 to ₹0.26. Revenue forecast steady at ₹52.4b. Net income forecast to grow 218% next year vs 29% growth forecast for Online Retail industry in India. Consensus price target broadly unchanged at ₹257. Share price fell 14% to ₹127 over the past week.株主還元NYKAAIN Specialty RetailIN 市場7D1.8%4.0%0.5%1Y36.4%-9.4%-0.5%株主還元を見る業界別リターン: NYKAA過去 1 年間で-9.4 % の収益を上げたIndian Specialty Retail業界を上回りました。リターン対市場: NYKAA過去 1 年間で-0.5 % の収益を上げたIndian市場を上回りました。価格変動Is NYKAA's price volatile compared to industry and market?NYKAA volatilityNYKAA Average Weekly Movement3.9%Specialty Retail Industry Average Movement7.3%Market Average Movement7.2%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: NYKAA 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NYKAAの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20121,981Falguni Nayarwww.nykaa.comFSN E-Commerce Ventures Limited は、子会社を通じて、女性、男性、子供、家庭向けの美容、パーソナルケア、ファッション製品をインド国内外に提供している。美容、ウェルネス、フィットネス、パーソナルケア、ヘルスケア、スキンケア、ヘアケア製品、ファッション衣料品、ファッションアクセサリーや機器の製造、流通、販売を行っている。洋服、インディアンウェア、ランジェリー、シューズ、バッグ、ジュエリー、アクセサリー、アスレジャー、インテリア、キッチン用品を提供している。また、Nykaa Cosmetics、Nykaa Naturals、Kay Beauty、Dot & Key、Nykaa Skin Secrets、Nykaa SkinRXの各ブランドや、RSVP、Twenty Dresses、KICA、NYKD、Likha、Gajra Gang、Azai、Pipa Bella、Lola and Mae、IYKYK、Mixt、Earth Rhythm、Nudgeの各ブランド名でも商品を提供している。また、マーケティング・サポート・サービスも提供している。さらに、Eコマース、Mコマース、インターネット、イントラネット、実店舗、露店、一般貿易、現代貿易などを通じて製品を小売している。さらに、Nykaa Luxe、Nykaa On Trend、Nysaa、Nykaa Kiosksなどの実店舗も運営している。FSN E-Commerce Ventures Limitedは2012年に設立され、インドのムンバイを拠点としている。もっと見るFSN E-Commerce Ventures Limited 基礎のまとめFSN E-Commerce Ventures の収益と売上を時価総額と比較するとどうか。NYKAA 基礎統計学時価総額₹793.61b収益（TTM）₹1.99b売上高(TTM)₹100.22b397.9xPER（株価収益率7.9xP/SレシオNYKAA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NYKAA 損益計算書（TTM）収益₹100.22b売上原価₹55.07b売上総利益₹45.16bその他の費用₹43.16b収益₹1.99b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.70グロス・マージン45.06%純利益率1.99%有利子負債／自己資本比率49.7%NYKAA の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 17:01終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋FSN E-Commerce Ventures Limited 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37 アナリスト機関Videesha ShethAmbit CapitalAshwin MehtaAmbit CapitalNitin BhasinAmbit Capital34 その他のアナリストを表示
Reported Earnings • May 22Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹0.70 (up from ₹0.23 in FY 2025). Revenue: ₹100.6b (up 27% from FY 2025). Net income: ₹1.99b (up 202% from FY 2025). Profit margin: 2.0% (up from 0.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
分析記事 • May 19Here's Why FSN E-Commerce Ventures (NSE:NYKAA) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • May 13FSN E-Commerce Ventures Limited to Report Q4, 2026 Results on May 21, 2026FSN E-Commerce Ventures Limited announced that they will report Q4, 2026 results on May 21, 2026
お知らせ • Apr 09FSN E-Commerce Ventures Confirms Talks to Acquire Stake in 82°EFSN E-Commerce Ventures Limited (NSEI:NYKAA), which owns beauty and fashion retailer Nykaa, confirmed that it is in talks with Deepika Padukone's skincare brand 82°E (DPKA Universal Consumer Ventures Private Limited) to acquire stake in the latter, in a stock exchange filing late April 6, 2026. "The company evaluates various strategic opportunities for growth and expansion on an ongoing basis. it remains in discussions with concerned parties, including the one referred above," Nykaa said in the filing. "The company will make appropriate disclosures/announcements in compliance with applicable laws, as and when due," it added. ET had reported the development in its April 6 edition.
Price Target Changed • Mar 06Price target increased by 7.5% to ₹271Up from ₹252, the current price target is an average from 25 analysts. New target price is 6.3% above last closing price of ₹255. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹0.76 for next year compared to ₹0.23 last year.
お知らせ • Feb 10FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited.FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million on August 12, 2025. A cash consideration of INR 1.43 million will be paid by FSN E-Commerce Ventures Limited. As part of consideration, INR 1.43 million is paid towards common equity of Nudge Wellness Private Limited. Upon completion, FSN E-Commerce Ventures Limited will own 100% stake in Nudge Wellness Private Limited. For the period ending March 31, 2025, Nudge Wellness Private Limited reported total revenue of INR 3.48 million. The transaction is subject to approval of offer by FSN E-Commerce Ventures Limited board. The transaction is subject to execution of definitive transaction documents and any other applicable procedural and regulatory steps. The deal has been approved by FSN E-Commerce Ventures Limited board. The expected completion of the transaction is September 30, 2025. FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited on February 9, 2026.
Reported Earnings • May 22Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹0.70 (up from ₹0.23 in FY 2025). Revenue: ₹100.6b (up 27% from FY 2025). Net income: ₹1.99b (up 202% from FY 2025). Profit margin: 2.0% (up from 0.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.1%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
分析記事 • May 19Here's Why FSN E-Commerce Ventures (NSE:NYKAA) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • May 13FSN E-Commerce Ventures Limited to Report Q4, 2026 Results on May 21, 2026FSN E-Commerce Ventures Limited announced that they will report Q4, 2026 results on May 21, 2026
お知らせ • Apr 09FSN E-Commerce Ventures Confirms Talks to Acquire Stake in 82°EFSN E-Commerce Ventures Limited (NSEI:NYKAA), which owns beauty and fashion retailer Nykaa, confirmed that it is in talks with Deepika Padukone's skincare brand 82°E (DPKA Universal Consumer Ventures Private Limited) to acquire stake in the latter, in a stock exchange filing late April 6, 2026. "The company evaluates various strategic opportunities for growth and expansion on an ongoing basis. it remains in discussions with concerned parties, including the one referred above," Nykaa said in the filing. "The company will make appropriate disclosures/announcements in compliance with applicable laws, as and when due," it added. ET had reported the development in its April 6 edition.
Price Target Changed • Mar 06Price target increased by 7.5% to ₹271Up from ₹252, the current price target is an average from 25 analysts. New target price is 6.3% above last closing price of ₹255. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹0.76 for next year compared to ₹0.23 last year.
お知らせ • Feb 10FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited.FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million on August 12, 2025. A cash consideration of INR 1.43 million will be paid by FSN E-Commerce Ventures Limited. As part of consideration, INR 1.43 million is paid towards common equity of Nudge Wellness Private Limited. Upon completion, FSN E-Commerce Ventures Limited will own 100% stake in Nudge Wellness Private Limited. For the period ending March 31, 2025, Nudge Wellness Private Limited reported total revenue of INR 3.48 million. The transaction is subject to approval of offer by FSN E-Commerce Ventures Limited board. The transaction is subject to execution of definitive transaction documents and any other applicable procedural and regulatory steps. The deal has been approved by FSN E-Commerce Ventures Limited board. The expected completion of the transaction is September 30, 2025. FSN E-Commerce Ventures Limited (NSEI:NYKAA) completed the acquisition of remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited on February 9, 2026.
Reported Earnings • Feb 06Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: ₹0.22 (up from ₹0.09 in 3Q 2025). Revenue: ₹28.7b (up 27% from 3Q 2025). Net income: ₹633.1m (up 142% from 3Q 2025). Profit margin: 2.2% (up from 1.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26Nykaa Appoints Chetan Sharma as Group Company Secretary, and Compliance OfficerNykaa has strengthened its boardroom bench with the appointment of Chetan Sharma as Vice President, Group Company Secretary, and Compliance Officer, based in Mumbai. In his new role, Sharma will work closely with FSN E-Commerce Ventures Ltd.'s boards, promoters and senior leadership, acting as a trusted hand on the tiller for enterprise governance, board effectiveness and regulatory compliance. From complex corporate actions to steady compliance stewardship, his mandate spans the full lifecycle of governance in a fast growing, listed digital business. Sharma brings with him more than a decade and a half of experience across pharmaceuticals, manufacturing and financial services. Most recently, he spent over six years at Emcure Pharmaceuticals, where he served as group company secretary and compliance officer, leading high-stakes assignments across mergers and acquisitions, valuations, listings and group-wide restructuring. His career also includes senior roles at Cadila Pharmaceuticals, Varroc, Zuventus Healthcare, ECS Corporation and Neesa Group, giving him deep exposure to corporate law, capital markets, IPOs and regulatory liaison. Early in his career, he worked closely on multiple public offerings and takeover assignments, building a strong foundation in transaction-led governance. Alongside his corporate responsibilities, Sharma serves as director of the corporate advisory board at Lovely Professional University, where he contributes to academic and industry engagement.
新しいナラティブ • Jan 23Physical Store Expansion And Owned Brands Will Support A Balanced Long Term OutlookCatalysts About FSN E-Commerce Ventures FSN E-Commerce Ventures operates Nykaa, an online and offline platform for beauty, personal care, fashion and owned brands across India. What are the underlying business or industry changes driving this perspective?
お知らせ • Jan 20FSN E-Commerce Ventures Limited to Report Q3, 2026 Results on Feb 05, 2026FSN E-Commerce Ventures Limited announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Jan 13Here's Why We Think FSN E-Commerce Ventures (NSE:NYKAA) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Dec 23FSN E-Commerce Ventures Limited's (NSE:NYKAA) Share Price Matching Investor OpinionWhen close to half the companies in the Specialty Retail industry in India have price-to-sales ratios (or "P/S") below...
分析記事 • Dec 02Does FSN E-Commerce Ventures (NSE:NYKAA) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Nov 12Price target increased by 7.0% to ₹234Up from ₹219, the current price target is an average from 25 analysts. New target price is 8.7% below last closing price of ₹257. Stock is up 49% over the past year. The company is forecast to post earnings per share of ₹0.72 for next year compared to ₹0.23 last year.
分析記事 • Nov 10Analyst Estimates: Here's What Brokers Think Of FSN E-Commerce Ventures Limited (NSE:NYKAA) After Its Second-Quarter ReportAs you might know, FSN E-Commerce Ventures Limited ( NSE:NYKAA ) recently reported its quarterly numbers. Results were...
Reported Earnings • Nov 08Second quarter 2026 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2026 results: EPS: ₹0.12 (up from ₹0.04 in 2Q 2025). Revenue: ₹23.5b (up 25% from 2Q 2025). Net income: ₹344.3m (up 243% from 2Q 2025). Profit margin: 1.5% (up from 0.5% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28FSN E-Commerce Ventures Limited to Report Q2, 2026 Results on Nov 07, 2025FSN E-Commerce Ventures Limited announced that they will report Q2, 2026 results on Nov 07, 2025
分析記事 • Sep 30FSN E-Commerce Ventures (NSE:NYKAA) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Sep 09FSN E-Commerce Ventures Limited's (NSE:NYKAA) P/S Still Appears To Be ReasonableFSN E-Commerce Ventures Limited's ( NSE:NYKAA ) price-to-sales (or "P/S") ratio of 8.5x may look like a poor investment...
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from ₹0.897 to ₹0.785 per share. Revenue forecast steady at ₹100.0b. Net income forecast to grow 256% next year vs 36% growth forecast for Specialty Retail industry in India. Consensus price target up from ₹206 to ₹210. Share price rose 11% to ₹227 over the past week.
分析記事 • Aug 15FSN E-Commerce Ventures Limited Just Missed Earnings - But Analysts Have Updated Their ModelsNSEI:NYKAA 1 Year Share Price vs Fair Value Explore FSN E-Commerce Ventures's Fair Values from the Community and select...
お知らせ • Aug 13FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million.FSN E-Commerce Ventures Limited (NSEI:NYKAA) agreed to acquire remaining 40% stake in Nudge Wellness Private Limited from Onesto Labs Private Limited for INR 1.4 million on August 12, 2025. A cash consideration of INR 1.43 million will be paid by FSN E-Commerce Ventures Limited. As part of consideration, INR 1.43 million is paid towards common equity of Nudge Wellness Private Limited. Upon completion, FSN E-Commerce Ventures Limited will own 100% stake in Nudge Wellness Private Limited. For the period ending March 31, 2025, Nudge Wellness Private Limited reported total revenue of INR 3.48 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is September 30, 2025.
Reported Earnings • Aug 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.23 (up from ₹0.11 in FY 2024). Revenue: ₹79.5b (up 25% from FY 2024). Net income: ₹660.8m (up 105% from FY 2024). Profit margin: 0.8% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Aug 02FSN E-Commerce Ventures Limited to Report Q1, 2026 Results on Aug 12, 2025FSN E-Commerce Ventures Limited announced that they will report Q1, 2026 results on Aug 12, 2025
お知らせ • Jul 30FSN E-Commerce Ventures Limited, Annual General Meeting, Aug 25, 2025FSN E-Commerce Ventures Limited, Annual General Meeting, Aug 25, 2025, at 10:30 Indian Standard Time.
分析記事 • Jul 19We Think FSN E-Commerce Ventures (NSE:NYKAA) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Jul 03Early Nykaa Investor Reportedly to Offload $150 Million Stake Via Block DealHarindarpal Singh Banga, founder of Hong Kong-based diversified conglomerate The Caravel Group Limited, and one of FSN E-Commerce Ventures Limited (Nykaa)'s early investors, is set to sell a 2%-2.5% stake in the beauty and fashion retailer in a $150 million (around INR 12,000 million to INR 13,000 million) block deal, people briefed on the matter told ET. Banga, who has been gradually reducing his holding, currently owns nearly 5% of Nykaa. The shares are being offered at a 4% discount to July 2, 2025 closing price of INR 211.80 on the BSE, one of the sources said, adding that the buyers are foreign institutional investors (FIIs).
分析記事 • Jun 03FSN E-Commerce Ventures Limited Just Missed Earnings - But Analysts Have Updated Their ModelsFSN E-Commerce Ventures Limited ( NSE:NYKAA ) shareholders are probably feeling a little disappointed, since its shares...
Reported Earnings • May 31Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹0.23 (up from ₹0.11 in FY 2024). Revenue: ₹79.8b (up 25% from FY 2024). Net income: ₹660.8m (up 105% from FY 2024). Profit margin: 0.8% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • May 19FSN E-Commerce Ventures Limited to Report Q4, 2025 Results on May 30, 2025FSN E-Commerce Ventures Limited announced that they will report Q4, 2025 results on May 30, 2025
Major Estimate Revision • Apr 15Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹80.7b to ₹79.8b. EPS estimate also fell from ₹0.347 per share to ₹0.307 per share. Net income forecast to grow 320% next year vs 38% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹192. Share price rose 5.0% to ₹180 over the past week.
Major Estimate Revision • Feb 17Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₹0.459 to ₹0.346 per share. Revenue forecast steady at ₹80.0b. Net income forecast to grow 339% next year vs 37% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹190. Share price rose 2.4% to ₹173 over the past week.
Reported Earnings • Feb 11Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹0.09 (up from ₹0.06 in 3Q 2024). Revenue: ₹22.7b (up 27% from 3Q 2024). Net income: ₹261.2m (up 61% from 3Q 2024). Profit margin: 1.2% (up from 0.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 30FSN E-Commerce Ventures Limited to Report Q3, 2025 Results on Feb 10, 2025FSN E-Commerce Ventures Limited announced that they will report Q3, 2025 results on Feb 10, 2025
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₹0.617 to ₹0.493 per share. Revenue forecast steady at ₹79.8b. Net income forecast to grow 432% next year vs 38% growth forecast for Specialty Retail industry in India. Consensus price target down from ₹203 to ₹196. Share price fell 4.2% to ₹170 over the past week.
New Risk • Nov 14New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
お知らせ • Nov 13Abhijeet Dabas Joins Nykaa as EVP and Business Head- Fashion EcommerceNykaa announces the appointment of Abhijeet Dabas as executive vice president and business head- fashion eCommerce. An alumnus of the Indian Institute of Management Calcutta, Abhijeet brings a wealth of experience which includes strategic roles at McKinsey and Company, followed by leadership positions at technology and e-commerce companies including Cars24, Swiggy, Myntra and Lazada. In his new role, Abhijeet will shape Nykaa Fashion’s online growth strategy, expand its global footprint, build strategic partnerships—including current alliances with leading fashion retailers like Foot Locker and REVOLVE—to strengthen Nykaa’s position in the fashion e-commerce space.
Reported Earnings • Nov 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹0.04 (up from ₹0.02 in 2Q 2024). Revenue: ₹18.8b (up 25% from 2Q 2024). Net income: ₹100.4m (up 72% from 2Q 2024). Profit margin: 0.5% (up from 0.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 60%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Specialty Retail industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 04FSN E-Commerce Ventures Limited to Report Q2, 2025 Results on Nov 12, 2024FSN E-Commerce Ventures Limited announced that they will report Q2, 2025 results on Nov 12, 2024
お知らせ • Aug 21FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2024FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2024, at 15:30 Indian Standard Time.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from ₹0.705 to ₹0.631 per share. Revenue forecast steady at ₹81.0b. Net income forecast to grow 487% next year vs 34% growth forecast for Specialty Retail industry in India. Consensus price target up from ₹193 to ₹197. Share price rose 2.9% to ₹193 over the past week.
New Risk • Aug 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 14First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ₹0.03 (up from ₹0.02 in 1Q 2024). Revenue: ₹17.5b (up 23% from 1Q 2024). Net income: ₹96.4m (up 192% from 1Q 2024). Profit margin: 0.5% (up from 0.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 64%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Specialty Retail industry in India.
お知らせ • Aug 06FSN E-Commerce Ventures Limited to Report Q1, 2025 Results on Aug 13, 2024FSN E-Commerce Ventures Limited announced that they will report Q1, 2025 results on Aug 13, 2024
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Milind Sarwate was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 29Nykaa Appoints Santosh Desai as Independent DirectorFSN E-commerce Ventures, which operates omnichannel beauty and fashion retailer Nykaa, has appointed Santosh Desai as an independent director on its board, starting in July, for a period of three years, the company said on Monday.Desai previously served as the CEO of business consulting company Future Brands for nearly 17 years, and also as president of advertising firm McCann. He has played a key role in building significant brands for various local and multinational organisations.Desai currently serves on the boards of Think9 Consumer Technologies, Dainik Jagran Group, and Breakthrough. An IIM Ahmedabad graduate, he is also a member of the governing councils of Mudra Institute of Communication, Ahmedabad, and Praxis Business School, Kolkata.
Reported Earnings • May 23Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹0.11 (up from ₹0.068 in FY 2023). Revenue: ₹63.9b (up 24% from FY 2023). Net income: ₹322.7m (up 68% from FY 2023). Profit margin: 0.5% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Specialty Retail industry in India.
お知らせ • May 12FSN E-Commerce Ventures Limited to Report Q4, 2024 Results on May 22, 2024FSN E-Commerce Ventures Limited announced that they will report Q4, 2024 results on May 22, 2024
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 34%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹0.259 to ₹0.172 per share. Revenue forecast steady at ₹63.3b. Net income forecast to grow 512% next year vs 43% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹180. Share price fell 7.8% to ₹148 over the past week.
New Risk • Feb 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.9x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 07Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: ₹0.06 (up from ₹0.03 in 3Q 2023). Revenue: ₹18.0b (up 23% from 3Q 2023). Net income: ₹161.9m (up 98% from 3Q 2023). Profit margin: 0.9% (up from 0.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Specialty Retail industry in India.
お知らせ • Feb 06FSN E-Commerce Ventures Limited Announces Management ChangesFSN E-Commerce Ventures Limited at its board meeting held on February 6, 2024, approved the appointment of Mr. Neelabja Chakrabarty as Company Secretary & Compliance Officer and Key Managerial Personnel of the Company (`KMP') with effect from February 8, 2024, in place of Mr. Sujeet Jain. Mr. Sujeet Jain will cease to be Company Secretary & Compliance Officer and KMP of the Company with effect from close of business hours on February 7, 2024, however, Mr. Sujeet Jain will continue to be the Chief Legal and Regulatory Officer of the Company. Neelabja Chakrabarty has more than 21 years of experience in Company Secretarial & Compliance Functions across various organizations such as Tata Consumer Products, TataSky, YES Bank, CRISIL and Indian Hotels. His last stint was with Tata Consumer Products Ltd. as Company Secretary and Compliance Officer. He has extensive experience of conducting and managing board and shareholder meetings of large, listed companies. He is well versed with SEBI regulation and has managed various corporate governance matters. He has also managed various corporate action such as preferential allotment, private placement of shares and debentures, QIP, rights and bonus issues, compliances for mergers and takeover, group restructuring exercises, voluntary open offer, buy back and ESOP plans. He also has experience of managing legal and finance related issues. He is a Company Secretary, Cost Accountant, and has LLB Degree.
お知らせ • Jan 25FSN E-Commerce Ventures Limited to Report Q3, 2024 Results on Feb 06, 2024FSN E-Commerce Ventures Limited announced that they will report Q3, 2024 results on Feb 06, 2024
Major Estimate Revision • Jan 12Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹0.319 to ₹0.278 per share. Revenue forecast steady at ₹64.1b. Net income forecast to grow 748% next year vs 40% growth forecast for Specialty Retail industry in India. Consensus price target up from ₹175 to ₹180. Share price rose 8.2% to ₹188 over the past week.
Reported Earnings • Nov 07Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: ₹0.02 (up from ₹0.015 in 2Q 2023). Revenue: ₹15.2b (up 23% from 2Q 2023). Net income: ₹58.5m (up 42% from 2Q 2023). Profit margin: 0.4% (up from 0.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 79%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.
Major Estimate Revision • Nov 07Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from ₹64.8b to ₹64.1b. EPS estimate also fell from ₹0.366 per share to ₹0.323 per share. Net income forecast to grow 672% next year vs 36% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹170. Share price rose 7.1% to ₹149 over the past week.
お知らせ • Oct 28FSN E-Commerce Ventures Limited to Report Q2, 2024 Results on Nov 06, 2023FSN E-Commerce Ventures Limited announced that they will report Q2, 2024 results on Nov 06, 2023
Recent Insider Transactions • Sep 27Chief Executive Officer of Nykaa Man recently sold ₹19m worth of stockOn the 22nd of September, Nihir Parikh sold around 130k shares on-market at roughly ₹143 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹81m. Insiders have been net sellers, collectively disposing of ₹1.8b more than they bought in the last 12 months.
Recent Insider Transactions • Sep 06Key Executive recently sold ₹20m worth of stockOn the 30th of August, Manoj Jaiswal sold around 150k shares on-market at roughly ₹136 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹74m. Manoj has been a net seller over the last 12 months, reducing personal holdings by ₹124m.
お知らせ • Aug 25FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2023FSN E-Commerce Ventures Limited, Annual General Meeting, Sep 18, 2023, at 10:30 Indian Standard Time. Agenda: To receive, consider and adopt the Standalone audited financial statements of the Company for the financial year ended March 31, 2023 together with the Reports of the Board of Directors and Auditors thereon; to receive, consider and adopt the Consolidated audited financial statements of the Company for the financial year ended March 31, 2023 together with the Report of Auditors thereon; to appoint a Director in place of Mr. Milan Khakhar who retires by rotation and being eligible offers himself for re-appointment; and to appoint a Director in place of Ms. Adwaita Nayar who retires by rotation and being eligible offers herself for re-appointment.
Recent Insider Transactions • Aug 21Insider recently sold ₹13m worth of stockOn the 16th of August, Pulkit Swarup sold around 95k shares on-market at roughly ₹133 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹74m. Insiders have been net sellers, collectively disposing of ₹2.0b more than they bought in the last 12 months.
Reported Earnings • Aug 12First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹0.02. Revenue: ₹14.2b (up 24% from 1Q 2023). Net income: ₹33.0m (down 27% from 1Q 2023). Profit margin: 0.2% (down from 0.4% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 81%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Specialty Retail industry in India.
Price Target Changed • Aug 09Price target decreased by 7.3% to ₹178Down from ₹192, the current price target is an average from 21 analysts. New target price is 21% above last closing price of ₹147. Stock is down 37% over the past year. The company is forecast to post earnings per share of ₹0.60 for next year compared to ₹0.07 last year.
お知らせ • Aug 03FSN E-Commerce Ventures Limited to Report Q1, 2024 Results on Aug 11, 2023FSN E-Commerce Ventures Limited announced that they will report Q1, 2024 results on Aug 11, 2023
お知らせ • Jul 07FSN E-Commerce Ventures Limited Provides Consolidated Revenue Guidance for the First Quarter of 2024FSN E-Commerce Ventures Limited provided consolidated revenue guidance for the first quarter of 2024. For the quarter, at a consolidated level, the company expects revenue to grow in the mid-twenties year over year.
Recent Insider Transactions • Jun 30Chief Executive Officer of Nykaa Man recently sold ₹74m worth of stockOn the 27th of June, Nihir Parikh sold around 500k shares on-market at roughly ₹149 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹2.0b more than they bought in the last 12 months.
Recent Insider Transactions • Jun 04Key Executive recently sold ₹61m worth of stockOn the 2nd of June, Manoj Jaiswal sold around 480k shares on-market at roughly ₹126 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Manoj has been a net seller over the last 12 months, reducing personal holdings by ₹310m.
Reported Earnings • May 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹0.07 (down from ₹0.15 in FY 2022). Revenue: ₹51.7b (up 37% from FY 2022). Net income: ₹192.6m (down 53% from FY 2022). Profit margin: 0.4% (down from 1.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Specialty Retail industry in India.
お知らせ • May 13FSN E-Commerce Ventures Limited to Report Q4, 2023 Results on May 24, 2023FSN E-Commerce Ventures Limited announced that they will report Q4, 2023 results at 12:08 PM, Indian Standard Time on May 24, 2023
Major Estimate Revision • Apr 08Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₹0.131 to ₹0.112 per share. Revenue forecast steady at ₹51.8b. Net income forecast to grow 390% next year vs 43% growth forecast for Specialty Retail industry in India. Consensus price target broadly unchanged at ₹211. Share price rose 5.6% to ₹131 over the past week.
Recent Insider Transactions • Mar 28Chief Executive Officer of Nykaa Man recently sold ₹33m worth of stockOn the 24th of March, Nihir Parikh sold around 239k shares on-market at roughly ₹138 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹108m. Insiders have been net sellers, collectively disposing of ₹2.3b more than they bought in the last 12 months.
Recent Insider Transactions • Mar 06Insider recently sold ₹52m worth of stockOn the 1st of March, Kingshuk Basu sold around 158k shares on-market at roughly ₹328 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹108m. Insiders have been net sellers, collectively disposing of ₹2.3b more than they bought in the last 12 months.
Recent Insider Transactions • Feb 21Insider recently sold ₹14m worth of stockOn the 20th of February, Shuchi Pandya sold around 100k shares on-market at roughly ₹143 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹108m. Insiders have been net sellers, collectively disposing of ₹2.4b more than they bought in the last 12 months.
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from ₹52.4b to ₹51.7b. EPS estimate also fell from ₹0.264 per share to ₹0.154 per share. Net income forecast to grow 437% next year vs 31% growth forecast for Online Retail industry in India. Consensus price target down from ₹250 to ₹218. Share price fell 9.9% to ₹139 over the past week.
Price Target Changed • Feb 14Price target decreased by 12% to ₹224Down from ₹254, the current price target is an average from 17 analysts. New target price is 56% above last closing price of ₹143. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹0.21 for next year compared to ₹0.15 last year.
お知らせ • Feb 14FSN E-Commerce Ventures Limited Announces Change of Company SecretaryFSN E-Commerce Ventures Limited at its board meeting held on February 13, 2023, approved the appointment of Mr. Sujeet Jain, Chief Legal and Regulatory Officer of the Company as Company Secretary & Compliance Officer and Key Managerial Personnel of the Company (KMP) w.e.f. February 14, 2023, in place of Mr. Rajendra Punde Mr. Rajendra Punde will cease to be Company Secretary & Compliance Officer and KMP of the Company w.e.f. close of business hours on February 13, 2023. Mr. Sujeet Jain is a seasoned General Counsel with more than 25 years of experience across diversified sectors such as Telecom, Media, Technology and Cement in leadership roles. He has led Legal, Compliance, IPR, Digital Laws, Competition Laws, M&A, Regulatory, Corporate Governance, and Company Secretarial functions across organizations. His last stint was with UltraTech Cement, part of the Aditya Birla Group, serving as the Chief Legal Officer, where he led legal and regulatory matters and managed cross border transactions across multiple jurisdictions. Prior to that, he worked with Viacom18 Media as a Group General Counsel and Company Secretary. Earlier, he worked with People Group and Hutch (now Vodafone India) where he set up pan India legal operations. Mr. Jain is passionate about building teams, systems, and processes to enable organization growth and has been part of various industry and regulatory bodies such as IAMAI, CII, IBF, CMA, BCCC and BARC. For his contribution to the legal fraternity, he has received numerous industry awards and has been featured in top general counsels listings including Business World and Legal500. He is a qualified lawyer, Company Secretary, Cost Accountant, and has an MBA from Warwick Business School, UK.
Reported Earnings • Feb 14Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: ₹0.03 (down from ₹0.10 in 3Q 2022). Revenue: ₹14.7b (up 34% from 3Q 2022). Net income: ₹81.9m (down 71% from 3Q 2022). Profit margin: 0.6% (down from 2.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 68%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Online Retail industry in Asia.
お知らせ • Feb 07FSN E-Commerce Ventures Limited to Report Q3, 2023 Results on Feb 13, 2023FSN E-Commerce Ventures Limited announced that they will report Q3, 2023 results on Feb 13, 2023
お知らせ • Jan 24FSN E-Commerce Ventures Limited Appoints P. Ganesh, as Chief Financial Officer, Effective February 03, 2023FSN E-Commerce Ventures Limited announced that the Board of Directors of the Company, at its Meeting held on January 23, 2023, has appointed Mr. P. Ganesh, as Chief Financial Officer (`CFO') and Key Managerial Personnel (`KMP') of the Company effective February 03, 2023. Mr. P. Ganesh is a qualified Chartered Accountant, Cost and Management Accountant and Company Secretary and has over 27 years of rich industry experience in domestic and international markets. Ganesh has vast and varied experience spanning across Financial Reporting, Business Finance, Domestic and International Taxation, Investor Relations, Banking, Mergers and Acquisitions and Corporate Law. Currently, he is CFO at TAFE Group. Prior to TAFE, he has held leadership roles in India and overseas with the Godrej Group, Glenmark Pharma and Pidilite.
Major Estimate Revision • Jan 20Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from ₹0.23 to ₹0.26. Revenue forecast steady at ₹52.4b. Net income forecast to grow 218% next year vs 29% growth forecast for Online Retail industry in India. Consensus price target broadly unchanged at ₹257. Share price fell 14% to ₹127 over the past week.
