ftInvstr
NYKAA · Consumer Cyclical ₹333.0 -0.09% Mkt Cap ₹95212 Cr overvalued

NYKAA

Consumer Cyclical Internet Retail
₹333.0
-0.09% today · 30d +0.45%
as of 2026-09-04
Price · Daily Candles
“Nykaa's profit surges over 150% YoY as FIIs increase stake amid neutral technical signals.”
Nykaa reported a significant profit increase of 156.49% YoY to ₹68 Cr in Q4 2025, with quarterly revenue growing 26.73% to ₹2873 Cr. Despite a high TTM PE of 391.38 and an overall 'Stretched' valuation score, the company shows strong predicted sales growth (rank 0.852 for sales_1y_recent_2y).
BULL CASE
+Quarterly net profit surged impressively by 156.49% YoY to ₹68 Cr in Q4 2025.
+Quarterly revenue grew 26.73% YoY to ₹2873 Cr in Q4 2025, driving an OPM increase of 1.76%.
+FII shareholding increased by 0.26% QoQ to 12.4% in Q1 2026.
+The stock is trading 5.27% below its 52-week high of ₹285.6, suggesting potential upside.
+The ML prediction for sales_1y_recent_2y growth is strong with a rank of 0.852.
BEAR CASE
The TTM PE ratio is exceptionally high at 391.38, indicating a 'Stretched' valuation according to the business score.
Quarterly EPS stands at a modest ₹0.22.
Beta value of 1.04 indicates higher volatility compared to the broader market.
Both MACD and RSI(14) active signals are 'neutral' with 'weak' strength, suggesting a lack of clear momentum.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹2782 Cr
+29.1% YoY
NET PROFIT
₹80 Cr
+225.95% YoY
OPM
8.79%
+1.86pp YoY
EPS
₹0.28
PE 391.38
Intrinsic value · DCF ₹205.56 · Margin of safety -38.3% (overvalued) · FCF yield 0.52%
◇ Sector Position
NYKAA's TTM PE of 391.38 is significantly higher than peers like ETERNAL (622.15) and RTNINDIA (57.18), while its ROCE of 10.0% surpasses ETERNAL (5.31%) and FIRSTCRY (5.01%).
PEERPEROCE %
NYKAA391.3810.0
ETERNAL622.155.31
MEESHO-93.69
SWIGGY-20.69
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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62
SCORE / 100
Overall
6-axis composite of the sections below.
Performance STRONG 90
Valuation STRETCHED 5
Growth STRONG 83
Profitability DECENT 58
Technicals NEUTRAL 67
Risk LOW 70
Key Stats
TTM PE
391.38
P/B
55.83
52W HIGH
₹348.0
OFF HIGH
-4.31%
MKT CAP
₹95212 Cr
◉ Active Signals
MACDNeutral-0.536
RSI(14)Neutral52.77
Near 52W HighBullish-4.31
Street Consensus
25 analysts
₹285.12
mean target
Low ₹205.0Now ₹333.0High ₹350.0
⧉ Strategy Fit 🔒

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