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NYKAA - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.7

Last Updated Time : 25 May 26, 12:02 am

Fundamental Rating: 2.7

Stock Code NYKAA Market Cap 79,190 Cr. Current Price 277 ₹ High / Low 286 ₹
Stock P/E 885 Book Value 6.30 ₹ Dividend Yield 0.00 % ROCE 6.77 %
ROE 5.17 % Face Value 1.00 ₹ DMA 50 263 ₹ DMA 200 247 ₹
Chg in FII Hold 0.25 % Chg in DII Hold -0.01 % PAT Qtr 41.0 Cr. PAT Prev Qtr 23.3 Cr.
RSI 59.7 MACD 3.84 Volume 62,43,403 Avg Vol 1Wk 40,45,313
Low price 191 ₹ High price 286 ₹ PEG Ratio 54.7 Debt to equity 0.12
52w Index 90.5 % Qtr Profit Var 181 % EPS 0.31 ₹ Industry PE 41.9

📊 Financials: NYKAA shows weak fundamentals despite revenue growth. Quarterly PAT improved to 41 Cr from 23.3 Cr, but margins remain thin. ROCE at 6.77% and ROE at 5.17% are low, reflecting poor efficiency. EPS is only 0.31 ₹, highlighting limited profitability. Debt-to-equity at 0.12 is manageable, but cash flows remain under pressure.

💰 Valuation: The stock trades at a P/E of 885, massively above the industry average of 41.9, making it extremely overvalued. Book value is 6.30 ₹, with current price at 277 ₹, implying a steep P/B ratio of ~44. PEG ratio of 54.7 further indicates stretched valuation relative to growth. Intrinsic value appears far below current levels, suggesting caution.

🛍️ Business Model & Health: NYKAA operates in e-commerce, focusing on beauty, fashion, and lifestyle products. Competitive advantage lies in brand recognition, digital presence, and strong distribution. However, profitability challenges and inflated valuations weaken overall health. The company is in a growth phase but lacks sustainable margins.

📉 Entry Zone: RSI at 59.7 indicates mildly overbought levels. Support is near 250 ₹, resistance at 286 ₹. Entry should be cautious, ideally closer to 240–250 ₹ if valuations normalize. Long-term holding is risky unless profitability improves significantly.


Positive

  • 🛍️ [Brand Recognition](ca://s?q=NYKAA_brand_strength): Strong presence in beauty and lifestyle e-commerce.
  • 📈 [Revenue Growth](ca://s?q=NYKAA_revenue_growth): PAT improved from 23.3 Cr to 41 Cr.
  • 💻 [Digital Presence](ca://s?q=NYKAA_digital_presence): Strong online platform with wide reach.

Limitation

  • 📉 [Profitability](ca://s?q=NYKAA_profitability): ROCE (6.77%) and ROE (5.17%) are weak.
  • ⚠️ [Valuation](ca://s?q=NYKAA_valuation): P/E of 885 and PEG of 54.7 indicate extreme overvaluation.
  • 📊 [Thin Margins](ca://s?q=NYKAA_thin_margins): EPS of 0.31 ₹ reflects limited profitability.

Company Negative News

  • 📉 [Overvaluation](ca://s?q=NYKAA_overvaluation): P/E far exceeds industry average.
  • 📊 [Weak Returns](ca://s?q=NYKAA_weak_returns): ROCE and ROE remain below industry standards.

Company Positive News

  • 📈 [FII Inflow](ca://s?q=NYKAA_FII_inflow): Foreign investors increased holdings by 0.25%.
  • 💹 [Profit Growth](ca://s?q=NYKAA_profit_growth): PAT rose significantly quarter-on-quarter.

Industry

  • 🛒 [E-commerce Growth](ca://s?q=Indian_ecommerce_growth): Sector expanding with rising digital adoption.
  • 📊 [Industry PE](ca://s?q=Ecommerce_industry_PE): Sector average P/E is 41.9, far below NYKAA’s valuation.

Conclusion

⚠️ NYKAA demonstrates strong brand presence and revenue growth but suffers from weak profitability and extreme overvaluation. Entry should be cautious near 240–250 ₹, and long-term holding is not advisable unless margins improve and valuations normalize.

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