What was filed
FSN E-Commerce Ventures (Nykaa) released its unaudited standalone and consolidated results for the quarter ended June 30, 2026, together with a media release announcing the acquisition of a majority stake in Aminu Wellness Private Limited. Both were disclosed to the exchanges under Regulation 30 of SEBI's LODR framework.
Management framed the quarter as the highest for both growth and EBITDA margin in the last 12 quarters.
The quarter in brief
Per the filing, consolidated GMV, revenue from operations, gross profit and EBITDA all grew year-on-year, with net profit rising the fastest. EBITDA margin expanded from the year-ago level.
Fashion was the standout segment: the company reported 53% YoY GMV growth and a swing in fashion EBITDA margin (as a percentage of NSV) from -6.2% in Q1 FY2026 to 0.1% in Q1 FY2027. It also cited its first full quarter of operating nike.in and new premium beauty launches including Rare Beauty, SK-II and Judydoll.
The Aminu acquisition
Nykaa acquired a 51% stake in Aminu, a premium dermocosmetic skincare brand founded in 2019 and bootstrapped since inception. Per the filing, the brand is profitable, with revenue growing eightfold over the past three years.
The founders will continue to run the business, and Nykaa said it will acquire the remaining stake over the next few years on pre-agreed terms. The filing does not disclose the purchase consideration or valuation. The company describes the deal as strengthening its House of Nykaa portfolio in premium, science-backed skincare.