Analyst Day with FSN E-Commerce Ventures Ltd. Management and Analysts. Watch the full video transcript. Management in attendance: Falguni Nayar, Adwaita Nayar, Anchit Nayar, VIkas Gupta
Conference Call with Nykaa Management and Analysts on Q4FY22 Performance and Outlook. Listen to the full earnings transcript. Management in attendance: Falguni Nayar, Ankit Nayar
Q&A; with FSN E-Commerce Ventures Ltd (Nykaa) Management and Analysts on Q4FY22 Performance and Outlook. Listen to the transcript. Management in attendance: Falguni Nayar and Senior Team
FSN E-Commerce Ventures announced Q4FY22 results: Consolidated: GMV grew 71% YoY to Rs 69,332 million in FY2022 and grew 45% YoY to Rs 17,979 million in Q4FY22 Revenue from Operations grew 55% YoY to Rs 37,739 million in FY2022 and grew 31% in Q4FY22 to Rs 9,733 million Gross Profit grew 73% YoY to Rs 16,439 million in FY2022 and grew 40% YoY to Rs 4,253 million in Q4FY22 EBITDA was Rs 1,633 million in FY2022, grew by 4% YoY. EBITDA margin as % of Revenue from Operations declined to 4.3% in FY22 vs 6.4% in FY2021, owing to investment in Fashion and Other Businesses for future growth. Profit after Tax was Rs 413 million in FY2022, a decline of 33% FY2022 performance, Falguni Nayar, Executive Chairperson, MD, and CEO, said: "The year has witnessed a challenging macroeconomic environment, pronounced for discretionary categories like beauty, personal care and fashion. Despite market slowdown, our unique growth story continues, showing the resilience of our business model and long term sustainability by balancing strong revenue growth, responsible unit economics and profitability. We acquired over 6 million new customers across beauty and fashion, and witnessed superior customer retention, with improved metrics across the funnel - from visits to conversions. We have expanded our addressable market through new growth engines - speciality retail stores, Nykaa Man, and SuperStore. These businesses, along with our consumer brands portfolio have witnessed increasing momentum through the year. Our consumer brands have recently seen expansion into wellness, activewear and personal care through purpose driven brand acquisitions. We deeply value our shareholders’ faith in us and hold their capital in highest regard. Our investments are always made in getting the building blocks right - such as tech platform, customer experience, assortment - and growing our new and early stage businesses in a sustainable manner with a long term focus." Result PDF