Intrinsic Equity(@rishithegreat41) 's Twitter Profile Photo

Nykaa net profit for the quarter is a majestic 2 crore rs. Do you know the peak valuation for this co? More than 1 lakh crore.
And they were guys bullish on the co at the peak valuation as well.

Yede bahut hai yahaan yeda banane wala chahiye

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Ravisutanjani(@Ravisutanjani) 's Twitter Profile Photo

🚨 Nykaa’s Financials in FY23

• GMV - ₹9,743.3 Crore
• Revenue - ₹5,143.8 Crore

• Net Profit - ₹21 Crore

Nykaa claims to have over 2.3 Crore Monthly Average Users in the Beauty & Personal Care

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Ganesh S. Nagarsekar (GSN) 🇮🇳(@bharatbetpf) 's Twitter Profile Photo

You'll not read anything positive about Nykaa today
So here goes

Improved contri mar+360bps
Strong AoVs in beauty & fashion ~1800,~4300
Dent in margins due to store & warehouse growth
+Split shipment from 1.3 to 1.17
+Sale from physical 7.4% to 8.8%
+36% sssg

no holding,no reco

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crazynaval(@Crazynaval) 's Twitter Profile Photo

Nykaa has 285 crore shares outstanding
Nykaa eps for 2023 is 7 paisa
Nykaa has to earn potentially 350++ crore rupees of pre tax profit to have 1 rs of earning per share.

Nykaa current price is 120++
Current p/e= approx 1500

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Pratik Bagadia(@pratikbagadia) 's Twitter Profile Photo

in FY23

▪️Revenue: Rs 5,174 cr ($646m)
▪️Profit: Rs 2.5 cr ($0.3m)

Nykaa in terms of revenue multiple is valued at 7x which is similar to most of the global companies in online beautycare segment

But in terms of Profits (or PE ratio) is still overvalued

#Nykaa in FY23

▪️Revenue: Rs 5,174 cr ($646m)
▪️Profit: Rs 2.5 cr ($0.3m) 

Nykaa in terms of revenue multiple is valued at 7x which is similar to most of the global companies in online beautycare segment

But in terms of Profits (or PE ratio) #Nykaa is still overvalued
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Darshit Patel(@darshitpatel84) 's Twitter Profile Photo

Nykaa -CMP 127

Share Valuation as per below 2 matrix

Price to sales ( 2 times)- Rs 34

PE Matrix (50 PE)- Rs 5

Now people gives gyan - U don’t know how to value fintech company.

My answer- At the end Only Profit matters in Business.

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CNBC-TV18(@CNBCTV18Live) 's Twitter Profile Photo

| Nykaa reports Q4 earnings.

◼️Net profit down 71.8% at Rs 2.4 cr Vs Rs 9 cr (YoY)

◼️Revenue up 33.7% at Rs 1,301.7 cr Vs Rs 973.3 cr (YoY)

◼️EBITDA up 84% at Rs 70.6 cr Vs Rs 38.4 cr (YoY)

◼️EBITDA margin at 5.4% Vs 4% (YoY)

#4QWithCNBCTV18 | Nykaa reports Q4 earnings.

◼️Net profit down 71.8% at Rs 2.4 cr Vs Rs 9 cr (YoY)

◼️Revenue up 33.7% at Rs 1,301.7 cr Vs Rs 973.3 cr (YoY)

◼️EBITDA up 84% at Rs 70.6 cr Vs Rs 38.4 cr (YoY)

◼️EBITDA margin at 5.4% Vs 4% (YoY)
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Aditya Kondawar(@aditya_kondawar) 's Twitter Profile Photo

Nykaa had a PAT of 21 cr in FY23 with a PAT margin of 0.4%

Valued at 36240 cr - PE of 'just' 1725x

Also - Massive rise in A&P, selling, marketing, and employee costs (Change in Sales < Change in Expenses)

Micro Cap Companies do more PAT than this!

Just Crazy!

No reco.

Nykaa had a PAT of 21 cr in FY23 with a PAT margin of 0.4%

Valued at 36240 cr - PE of 'just' 1725x

Also - Massive rise in A&P, selling, marketing, and employee costs (Change in Sales < Change in Expenses) 

Micro Cap Companies do more PAT than this!

Just Crazy!

No reco.
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sandip sabharwal(@sandipsabharwal) 's Twitter Profile Photo

Among the new generation firms that got listed couple of years back
and have been the wort underperformers fundamentally
That's also reflected in their stock prices
Nykaa
Last year EPS 0.15
This year halved to 0.07

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Aswathiguna(@aswathiguna) 's Twitter Profile Photo

Nykaa reports Q4 earnings.

◼️Net profit down 71.8% at Rs 2.4 cr Vs Rs 9 cr (YoY)

◼️Revenue up 33.7% at Rs 1,301.7 cr Vs Rs 973.3 cr (YoY)

◼️EBITDA up 84% at Rs 70.6 cr Vs Rs 38.4 cr (YoY)

◼️EBITDA margin at 5.4% Vs 4% (YoY)

Nykaa reports Q4 earnings.

◼️Net profit down 71.8% at Rs 2.4 cr Vs Rs 9 cr (YoY)

◼️Revenue up 33.7% at Rs 1,301.7 cr Vs Rs 973.3 cr (YoY)

◼️EBITDA up 84% at Rs 70.6 cr Vs Rs 38.4 cr (YoY)

◼️EBITDA margin at 5.4% Vs 4% (YoY)
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