Press Release issued by the Company titled "Nykaa begins FY2027 on a strong note with Q1 FY2027 Net Revenue growth accelerating to 29% YoY and robust PAT Growth of 226% YoY" & "Nykaa acquires ....

FSN E-Commerce Ventures Limited August 04, 2026 National Stock Exchange of India Limited BSE Limited Symbol: NYKAA Scrip Code: 543384 Dear Sir / Madam, Subject: Press Release We are enclosing herewith the following Press Release being issued by the Company regarding: i. Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026; ii. Nykaa acquires majority stake in Aminu Wellness Private Limited, strengthening its premium skincare portfolio This intimation is being submitted pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. We request you to take the above information on records. Thanking You, Yours faithfully, For FSN E-Commerce Ventures Limited Dr. Chetan Sharma Company Secretary & Compliance Officer Encl. As Above Registered Office: 104 Vasan Udyog Bhavan | Sun Mill Compound | S. B. Marg | Tulsi Pipe Road | Lower Parel (W) | Mumbai – 400013 Website: www.nykaa.com | Phone: +91 22 6838 9616 | Email – nykaacompanysecretary@nykaa.com CIN: L52600MH2012PLC230136 FSN E-Commerce Ventures Limited FSN E-Commerce Ventures Limited Quarter ended June 30, 2026 – Media Press Release Nykaa begins FY2027 on a strong note with Q1 FY2027 Net Revenue growth accelerating to 29% YoY, and robust PAT Growth of 226% YoY FSN E-Commerce Ventures Limited (referred to as “Nykaa” or the “Company”), today announced its financial results for the quarter ended June 30, 2026 Q1 FY2027 FINANCIAL HIGHLIGHTS SUMMARY: • Consolidated GMV grew 34% YoY to Rs. 5,590 Cr • Revenue from Operations grew 29% YoY to Rs. 2,782 Cr • Gross Profit grew 33% YoY to Rs. 1,276 Cr • EBITDA grew 68% YoY to Rs. 236 Cr • EBITDA margins expanded to 8.5% vs 6.5% a year ago • Net Profit (PAT) was Rs. 80 Cr, up 226% YoY Speaking on this quarter’s results, Falguni Nayar, Executive Chairperson, Founder and CEO of Nykaa, said, "This quarter marked continued acceleration in our growth momentum and EBITDA margins, both reaching their highest levels in the last 12 quarters. Our platform featured exciting new brand launches like Rare beauty, one of the world’s largest celebrity beauty brands, already among the top 5 premium brands at Nykaa, SK-II, a Japanese high efficacy brand, and Judydoll, among our first Chinese beauty brands which is witnessing strong early traction among consumers. This also marks our first full quarter of operating nike.in in India, which has led to meaningful increase to our already growing fashion business. Our AI-led initiatives are beginning to create meaningful consumer experiences, with Virtual Closet already driving 2x higher conversion and AskNykaa, our conversational search engine, emerging as a trusted beauty advisor on the platform. We remain focused on building with discipline, innovation, and long-term value creation." BUSINESS HIGHLIGHTS: BEAUTY: • Nykaa’s Beauty vertical GMV for Q1 FY2027 stood at Rs. 4,105 Cr. This includes performance across businesses of e-commerce, retail stores, eB2B distribution and the House of Nykaa Beauty portfolio. NSV growth came in at 29% YoY this quarter, accelerating from the mid-20s growth recorded over the past few quarters. Beauty Multi-brand Retail: • Nykaa continues to be the partner of choice for leading global beauty brands, further strengthening its premium beauty portfolio with marquee launches including Rare Beauty, SK-II, Judydoll, K18, and Dr. Reju-All, among others. These strategic partnerships underscore Nykaa's continued leadership in shaping India's premium beauty landscape and its ability to bring the world's most sought-after brands to Indian consumers. • NYKAA NOW has expanded to 13 cities, and will reach 25+ cities by the end of FY 2027. This network allows us to deliver the largest assortment of beauty & personal care products in the country within 30- 60 minutes, featuring over 1,000 marquee brands, setting a new benchmark for instant, premium beauty delivery in India. • As India's largest beauty specialty retail network, the company expanded its beauty retail footprint to 324 stores across 105 cities, with total retail space increasing 29% YoY to ~3.3 lakh sq. ft. During the quarter, Nykaa also unveiled its largest-ever Nykaa Luxe store at Ambience Mall, Vasant Kunj, spanning over 5,000 sq. ft. Housing 80+ brands, the flagship store features immersive beauty experiences, dedicated shop-in-shop formats for elevated brand representation, and experiential services designed to enhance customer discovery and gratification. HOUSE OF NYKAA (Beauty & Fashion): • House of Nykaa continued to scale rapidly during the quarter, achieving an annualized GMV run rate of approximately Rs. 3,758 Cr, reflecting 39% YoY growth, standing at Rs. 550 Cr NSV for Q1 FY2027, a 36% YoY NSV growth. The portfolio expanded its reach to over 18+ million customers to date, underscoring strong consumer affinity and sustained adoption. • With a relentless focus on innovation across the portfolio, new launches across our top 3 brands contributed between 20-40% of their revenues. Dot & Key reinforced its leadership in actives-led skincare with the Meltie Lip Balm featuring sun protection of 50+ PA+++ and Dragon Fruit Bounce Sunscreen. Kay Beauty, India’s largest celebrity makeup brand, elevated its premium makeup portfolio with Cashmere Lip Blur, combining long-wear with skincare benefits, while Nykaa Cosmetics catered to evolving Gen Z beauty preferences with the launch of Lip Grip, its transfer-proof, long-wear lip innovation. • The quarter also saw recognition across prestigious Indian and global industry platforms. Kay Beauty secured the "Best New Brand" title at the CEW UK Awards following its UK debut, while Kay Beauty and Nykaa Cosmetics were also honored at the Femina Beauty Awards, ET Shark Awards, and Global Spa Awards. BEAUTY EB2B: SUPERSTORE BY NYKAA: • Superstore by Nykaa continued its growth trajectory, with GMV growing to Rs. 336 Cr, supported by an expanding retailer network and broader geographic reach. The business now serves 1,200+ cities and has grown its registered retailer base to over 523k+, up 30% YoY, making it one of India's fastest-growing beauty retail distribution platforms. During the quarter, Superstore further strengthened its portfolio across new-age skincare, makeup and wellness brands, with multiple key launches like Sebamed, Minimalist, Deconstruct & Yoga Bar. FASHION: • Fashion delivered a standout quarter, with GMV increasing 53% YoY to Rs. 1,471 Cr, and NSV increasing 54% YoY to Rs. 451 Cr while delivering meaningful profitability improvement. EBITDA margin (as a percentage of NSV) expanded from -6.2% in Q1 FY2026 to 0.1% in Q1 FY2027, underscoring the strength of the business model. Strong customer growth, with a cumulative base of 12 million growing 34% YoY, together with an enriched brand portfolio and the continued success of strategic partnerships such as Nike and H&M, reinforced Nykaa Fashion's growth during the quarter. • Strong momentum across both core and emerging categories continued to drive growth during the quarter. Women's fashion recorded 40% YoY growth, followed by Men's at 83% YoY and Kids at 57% YoY. The platform further expanded its differentiated brand portfolio with the launch of 130+ new brands, including Birkenstock, Debenhams, and H&M Move, strengthening its appeal across consumer segments. Complementing this growth, Nykaa Fashion's partnership with Nike continues to compound successfully across channels, crossing 1.5 million Nike app installs within 6 months of launch and becoming one of the top 3 brands on Nykaa platforms. • Virtual Closet is redefining AI-powered fashion discovery, delivering a more immersive and personalized shopping experience. Since its launch in May 2026, the virtual try-on experience has powered over 200K virtual avatars and achieved 2x higher conversion among users. OTHER UPDATES: • Nykaa acquired a 51% majority stake in Aminu, a premium dermocos [Showing first 8,000 characters — download PDF for full document]