Top Highlights From Nykaa’ First Ever Investor Analyst Meet | Business and Market News

Management to focus on growing core businesses as well as diversifying into newer verticals to expand the TAM where market and customer fit. Focus remains on accelerating customer acquisition aim is also to improve conversion rates.-Personal care & Beauty have similar margins—mix change will not be margin-dilutive-Masstige & Premium focus area in fashion ; Aiming 10% share by CY25-Despite normalisation of shipping terms, AOV has not fallen below Rs 1,800-Gross margin improvement owing to higher own brands share-Healthy growth in advertising revenues and higher share of fashion business-Superstore business has GMV potential of $3–4bn; 4–6% EBITDA margin

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