Nykaa Share Price Jumps 5.46% to Rs 274 on June 12 — FY26 Revenue Crosses Rs 10,000 Crore Milestone and Fashion Segment Achieves Breakeven
- June 12, 2026
- Posted by: Ankit Jaiswal
- Category: News
Nykaa share price (NSE: NYKAA): Rs 274.45 (+5.46%) | Open Rs 264.70 | High Rs 274.60 | Low Rs 262.80 | Prev close Rs 260.25 | 52W High Rs 285.60 (May 22, 2026) | 52W Low Rs 191.16. FY26 Milestones: Revenue Rs 10,022 crore (first Rs 10,000 crore year) | Net profit Rs 203.94 crore (+183% YoY) | EBITDA Rs 752 crore (+59%) | Fashion segment achieves breakeven in Q4 FY26. JM Financial: Buy TP Rs 335. Today: Broad market rally + post-results re-rating.
Nykaa share price surged 5.46% to Rs 274.45 on Friday, June 12, 2026, driven by the confluence of a powerful broad market rally (Nifty +1.22% on Iran deal hopes) and the continued positive momentum from Nykaa’s landmark FY26 annual results. The stock opened at Rs 264.70 and hit a high of Rs 274.60, recovering sharply from its previous close of Rs 260.25. Nykaa share price is outperforming the broader market by over 4 percentage points today, reflecting renewed institutional buying after the company delivered its strongest financial performance as a listed entity in FY26: revenue crossed Rs 10,000 crore for the first time, net profit grew 183% to Rs 203.94 crore, and most significantly, the Fashion vertical achieved breakeven in Q4 FY26 , removing the single largest bear thesis on the stock. JM Financial has a Buy rating with a target price of Rs 335, implying 22% further upside from current levels.
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Nykaa Share Price: Live Data and Key Metrics
| Parameter | Value |
|---|---|
| NSE Symbol | NYKAA |
| Company | FSN E-Commerce Ventures Ltd |
| LTP | Rs 274.45 |
| Open | Rs 264.70 |
| High | Rs 274.60 (= LTP, near day’s high) |
| Low | Rs 262.80 |
| Previous Close | Rs 260.25 |
| Change | Rs 14.20 (+5.46%) |
| 52W High | Rs 285.60 (May 22, 2026 , Q4 FY26 results day) |
| 52W Low | Rs 191.16 |
| 50 DMA | ~Rs 260 (stock bouncing from this level) |
| 200 DMA | ~Rs 253 |
| JM Financial Target | Rs 335 (Buy) , raised from Rs 325 post Q4 FY26 |
| ICICI Securities | Buy , EPS estimates raised +8% FY27, +7% FY28 |
| Market Cap | ~Rs 78,200 crore at Rs 274.45 |
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Nykaa FY26 Financial Results: Landmark Quarter and Full Year
| Metric | Q4 FY26 | FY26 Full Year | YoY Growth |
|---|---|---|---|
| Revenue | Rs 2,648 crore | Rs 10,022 crore | +28.4% Q4 | +26.1% FY26 |
| Net Profit | Rs 79 crore | Rs 203.94 crore | 4x in Q4 | +183% FY26 |
| PBT | Rs 121.52 crore | N/A | +207.26% YoY in Q4 |
| EBITDA | N/A | Rs 752 crore | +59% FY26 |
| EBITDA Margin | N/A | 7.5% | Expanded from 6.0% in FY25 |
| GMV | Rs 4,744 crore (Q2) | Rs 19,963 crore | +28% FY26 |
| Beauty GMV | N/A | Rs 14,954 crore | +27% FY26 |
| Fashion Margin | Breakeven in Q4 FY26 | -2.6% for full FY26 | Huge improvement from -ve |
| Stores | 313 (added 26 in Q4) | 313 stores total | vs 265 in Q2 FY26 |
| Customers | N/A | 52+ million | Growing cumulative base |
5 Reasons Nykaa Share Price Is Up 5.5% Today
1. Broad Market Rally on Iran Deal Hopes: The Nifty 50 is up 1.22% today on Trump’s Iran deal signal, which reduces crude prices and builds rate cut expectations. Rate cut expectations are directly positive for consumer discretionary stocks like Nykaa share price because lower EMIs boost household disposable income and consumer spending on discretionary categories like beauty, cosmetics, and fashion.
2. Fashion Segment Achieving Breakeven in Q4 FY26: The most important fundamental re-rating catalyst for Nykaa share price is the Fashion vertical reaching breakeven in Q4 FY26. Since Nykaa Fashion launched, the segment had been loss-making, burning significant marketing and operational costs while pursuing growth. In Q4 FY26, with NSV growing 42% year on year, Fashion turned EBITDA breakeven. JM Financial projects Fashion margins reaching approximately 7% by FY29, which would represent a substantial new profit contributor to the overall business.
3. Revenue Crossing Rs 10,000 Crore Milestone in FY26: Nykaa crossed the Rs 10,000 crore annual revenue milestone in FY26 (Rs 10,022.35 crore, +26.1% YoY), crossing a psychological threshold that signals the company’s transition from a high-growth startup to a scaled consumer platform. The consistent 25-29% revenue growth over the past 12+ consecutive quarters has validated the business model’s durability.
4. Net Profit Growing 183% in FY26: Nykaa’s FY26 net profit of Rs 203.94 crore represents 183% growth from Rs 72.07 crore in FY25. This is a sharp acceleration in earnings, driven by operating leverage (revenue growing faster than costs), BPC margin improvement, and Fashion cost rationalisation. ICICI Securities has raised EPS estimates for FY27 and FY28 by 8% and 7% respectively, reflecting improving earnings visibility.
5. Technical Bounce From 50-Day Moving Average Support: Nykaa share price had corrected from its 52-week high of Rs 285.60 (hit on May 22, 2026 , Q4 results day) down to the Rs 260-262 zone, which coincides with the 50-day moving average. This support held, and today’s 5.46% rally represents a strong technical bounce with the stock approaching the Rs 275-285 resistance zone again.
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Conclusion
Nykaa share price at Rs 274.45 (+5.46%) is rallying on five converging factors: broad market risk-on, Fashion breakeven, FY26 revenue milestone at Rs 10,022 crore, 183% net profit growth, and a technical bounce from 50 DMA support. JM Financial target Rs 335 (Buy), implying 22% upside. Track live Nykaa share price on Univest.
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Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
Frequently Asked Questions
Why is Nykaa share price up 5.5% today?
Ans. Nykaa share price is up 5.46% to Rs 274.45 today from its previous close of Rs 260.25 due to a combination of factors. First, the broader market is up strongly on Iran deal hopes (Nifty +1.22%), and consumer discretionary stocks like Nykaa tend to outperform on risk-on days when rate cut expectations build. Second, Nykaa’s strong FY26 fundamentals , revenue crossed Rs 10,000 crore for the first time, net profit grew 183% to Rs 204 crore, and the Fashion segment achieved breakeven in Q4 FY26 , have created a positive re-rating in the stock. Third, the stock was trading near its 50-day moving average (around Rs 260) and has bounced strongly from that support level today.
What were Nykaa’s Q4 FY26 results and why are they important?
Ans. Nykaa’s Q4 FY26 results, reported on May 22, 2026, were the strongest quarterly performance in the company’s listed history. Net profit quadrupled to Rs 79 crore from Rs 19 crore a year earlier, representing 4x year-on-year growth. Revenue rose 28.4% to Rs 2,648 crore. The most significant development was the Fashion vertical achieving breakeven in Q4 FY26, with NSV (Net Sales Value) growing 42% year on year. Fashion turning profitable removes the single largest bear thesis that had weighed on Nykaa share price for years: the concern that the fashion segment would continue to be a drag on profitability. On a full-year FY26 basis, Nykaa crossed Rs 10,000 crore in revenue for the first time and grew net profit 183%.
What is the analyst target price for Nykaa and should you buy?
Ans. JM Financial maintains a Buy rating on Nykaa with a target price of Rs 335 (raised from Rs 325 after Q4 FY26 results), representing approximately 22% upside from the current price of Rs 274.45. JM Financial projects Nykaa’s consolidated EBITDA to grow at approximately 50% CAGR over FY26-29, driven by Beauty and Personal Care (BPC) margins expanding from 9.6% in FY26 to over 13% by FY29, and Fashion margins improving from -2.6% in FY26 to approximately 7% by FY29. ICICI Securities also raised its target price, increasing EPS estimates by 8% for FY27 and 7% for FY28. The 52-week high of Rs 285.60 is the near-term resistance.
What is Nykaa’s business and why is Fashion breakeven significant?
Ans. Nykaa (FSN E-Commerce Ventures) operates two main business verticals: Beauty and Personal Care (BPC) and Fashion. The BPC vertical is Nykaa’s core business , it operates India’s leading beauty and personal care e-commerce platform with over 40 million beauty customers, 313 offline stores (including Nykaa Luxe, Nykaa On Trend, and Superstore formats), and a growing House of Brands segment with owned beauty brands. The Fashion vertical (Nykaa Fashion) had been loss-making since launch, burning cash on marketing and customer acquisition. The Fashion segment achieving breakeven in Q4 FY26 is significant because it removes a long-standing profit drag, meaning all future growth in the Fashion segment now flows to the bottom line rather than creating additional losses. This is why analysts have raised target prices and the stock is re-rating.
