Nykaa ke Shares Mein Uchaal: Kya Hai wajah?
Monday ko, Nykaa ki parent company, FSN E-Commerce Ventures Ltd., ke shares mein 2% se zyada ka jump dekha gaya. Is uchaal ka karan Morgan Stanley dwara company par ‘overweight’ stance banaye rakhna hai. Unhone ye move company ke first quarter business update ke baad kiya.
Beauty Segment Mein Growth Barkaraar
Company ne bataya ki unke beauty segment ki growth achhi chal rahi hai. Fashion segment mein bhi pichle quarter se sudhaar dikha hai. FSN ko umeed hai ki unki consolidated revenue year-on-year mid-20% area mein grow karegi. Financial year 2026 ke April-June quarter mein GMV mid-20s ko paar kar jayega, aisa company ka anumaan hai.
Morgan Stanley ka Kya Kehna Hai?
Morgan Stanley ne Nykaa ki parent company FSN E-Commerce Ventures Ltd. par apna ‘overweight’ stance maintain rakha hai. Unka target price Rs 225 hai. Unke hisab se, company ke first quarter ke results line mein hain.
Company ke Q1 update ke anusaar, beauty segment mein growth stable hai aur fashion segment mein bhi sudhar hua hai. FSN ne apne beauty aur personal care segment mein GMV ko high mid-20s mein badhte hue dekha. Net revenue mein mid-20s mein growth hui, jise businesses aur House of Nykaa ke home-grown aur acquired brands se support mila.
Quarter ke dauran flagship sale mein geopolitical tensions ke karan kuch business loss hua.
Company ko umeed hai ki fashion segment mein GMV mid-20s mein grow karega. Ismein core platform business mein sequential improvement, increased assortments, aur high customer acquisitions se madad milegi. Net revenue growth mein sequential improvement ke saath mid-teens tak badhne ki sambhavna hai.
Nykaa Share Price Update
Nykaa ke shares mein 2.10% ka uchaal aaya, jo Rs 202.40 per share tak pahunch gaya. Baad mein, gains kam ho gaye aur share 1% badhkar Rs 200.21 per share par trade kar raha tha. NSE Nifty 50 mein 0.08% ki vriddhi hui.
Stock mein pichle 12 mahino mein 12.89% aur year-to-date 22.18% ki vriddhi hui hai. Din mein ab tak total traded volume apne 30-day average ka 2.53 times raha hai. Relative strength index 52.99 par tha.
Bloomberg data ke anusaar, company ko track karne wale 26 analysts mein se 13 ne ‘buy’ rating maintain ki hai, chaar ne ‘hold’ aur nau ne ‘sell’ suggest kiya hai. Average 12-month consensus price target 3.7% ka upside imply karta hai.
