Discover and read the best of Twitter Threads about #nykaa

Most recents (13)

Let's make Investing simple 😄

Selection of stocks based on our indispensable requirements

Below are 10 Sectors

1️⃣Water - Water Treatment and Purification companies

#Ionexchange
#Thermax

1/5

#Investing
2️⃣AC ~ No more a Luxury but a necessity

#Amber
#symphony
#ICEMAKE

3️⃣ INTERNET ~5G

#Reliance
#bhartiairtel
#Hfcl

2/5
4️⃣ E-commerce

#Affleindia
#Nykaa
#Infoedge

5️⃣ Food~ Oil ~ QSR

#AWL
#Sapphirefoods
#Devyani
#globusspirits
#Radico

3/5
Read 5 tweets
One of the most successful stock trader with special focus on cash stocks and who has a very creative mind to look out for opportunities in dark times

Covering one of the most unique set ups: Extended moves & Reversal plays

Time for a 🧵 to learn the above from @iManasArora
What qualifies for an extended move?

30-40% move in just 5-6 days is one example of extended move

How Manas used this info to book profits

Read 34 tweets
#NewPosition - LONG in #NYKAA at 1464

Reversal play

Trade reason same as #JSL shared yesterday
Extended on both - Daily & smaller frame.

bit.ly/3GNp7yl

#NYKAA
#NYKAA

1510

Sold 1/3rd position
Read 5 tweets
#Nykaa Q3 2022 Concall Highlights 💅

Like & Retweet for better reach !

Financial highlights

1. Consolidated Revenue from Operations grew 24% QoQ and 36% YoY to ₹ 1098.4 Cr in Q3 FY22
2.Revenue from sale of products grew 24% QoQ
3. Income from Marketplace services grew 2% QoQ and 154% YoY in Q3 FY22.

4. Advertisement revenue grew 33% QoQ and 53% YoY in Q3 FY22,
EBITDA was ₹ 69 Cr in Q3 FY22 at a margin of 6.3% vs 3.3% in Q2 FY22.
5. PAT was ₹ 290 million in Q3 FY22 a -58%YoY decline. This was mainly due to higher marketing expense.
6. ₹ 430 cr cash balance in the books.
Read 15 tweets
I have a very logical strategy cum observation for those who like investing in IPOs but not getting allotment

And just watching the price of the IPO going up up and up

1/n
Typically what happens

The #IPOs which are very good are #oversubscribed and we don’t get any allocation
And those IPOs which are not so good then we get the location and then the #IPO get #listed at lower price..

So here is the simple logical observation cum strategy

2/n
Steps

1. Whenever a good company IPO get listed, just observation for next one month.. it should trade above the allocation price by 20-30%

2. Just after one month Anchor investors gets an opportunity to book their profits..

3. Observe the #stock price for next week

3/n
Read 9 tweets
Nykaa is in the news today. Our analysis:

“Makeup is not a mask that covers up your beauty; it’s a weapon that helps you express who you are from the inside”. Michelle Phan

Looking good is a basic need of any human being – it is a bit more pronounced in the fairer sex (1/n)
Beauty, personal care and fashion products are an age old industry which would also be evergreen. We may shift from offline to online or from chemical based to natural/vegan etc but the need would always be there (2/n)
Current size of the online beauty & personal care (BPC) market in India is estimated to be around USD 1.6 bn. Expected growth rate could be north of 25% (3/n)
Read 9 tweets
#FalguniNayar becomes India’s wealthiest self-made female billionaire after Nykaa’s successful IPO

#NykaaIPO @MyNykaa

businessinsider.in/business/news/…

By @Krittiiii
@MyNykaa @Krittiiii .@MyNykaa founder and chief executive #FalguniNayar has become India’s wealthiest self-made female billionaire after the beauty ecommerce brand’s successful initial public offering (IPO).

#nykaa #nykaaIPO
@MyNykaa @Krittiiii According to the Bloomberg Billionaires Index, Nayar’s net worth surged to $6.5 billion as Nykaa listed at a over 70% premium on the stock market.

#FalguniNayar #nykaa #nykaaIPO
Read 9 tweets
#NYKAA IPO

Key points

IPO Open Date~ Oct 28, 2021

IPO Close Date~ Nov 1, 2021

IPO Listing Date~ Nov 11, 2021

IPO Price~ ₹1085 to ₹1125 per equity share

Minimum application amount~ ₹13,500

Maximum application amount~ ₹189,000
Summary of financial Information (Restated Consolidated)
Loss making to marginal profitable company

Strengths:
1. Promoted by Nayar Family.

Yes, Sanjay Nayar of KKR.

Sanjay Nayar is the Chairman & CEO of the Indian arm of the private equity giant~ KKR.
Read 12 tweets
We believe that the most interesting aspect of Nykaa's business is CONTENT. Do read the below article before making a decision on applying for #NykaaIPO.Here's a short thread 🧵on different content initiatives taken by #nykaa.Do like and retweet if you liked the thread. Thank you
#Nykaa believes in both BPC and fashion businesses, consumers often require assistance to navigate and make purchase decisions. Nykaa wants to simplify lifestyle commerce through influencer-led inspirational and educational transmedia #Content
2/n
#Nykaa has a network of 1,363 influencers, including Generation Z trendsetters, mommy bloggers, beauty, fashion, and lifestyle bloggers, makeup artists, and celebrities. Nykaa is attracting these influencers by paying commission for the sales they drive on our platform.
3/n Image
Read 8 tweets
So who is Falguni Nayar? what's her story and how did he end up starting #nykaa and becoming India's 1st women entrepreneur to lead a unicorn into the public markets. A short thread 🧵 Image
Falguni Nayar did her MBA in Finance from IIM-A and
worked with Kotak Mahindra group as an investment banker in US and UK for 18 years. In April 2012, she quit as MD after she turned 50 and found #Nykaa. People thought I was crazy,” Nayar said to Vagabomb.
2/n
The brand name #Nykaa is derived from the Sanskrit word nayaka, meaning ‘one in the spotlight’. Nykaa sells beauty, wellness, and fashion products through digital and 76 offline stores for men and women.
3/n
Read 10 tweets
Thread on #Nykaa DRHP Findings - Business & Valuations

Nykaa has hogged a lot of limelight as it will be the first Indian beauty retailer to list on the exchanges and it is profitable too! (FY21 was profitable, not earlier)

Hit the Retweet to spread this thread about Nykaa :)
1/

About Nykaa -

- Incorporated in 2012
- Evolved from a beauty retailer to a lifestyle focused tech platform
- As of FY21, they offered ~2.0 million SKUs from 3,826 national and international brands
2/

- They have a diverse portfolio of beauty, personal care, and fashion products, including owned brand products (Portfolio of 13 owned brands) manufactured by them. They have an Omnichannel presence
Read 26 tweets
NYKAA-IPO

*1st profitable e-commerce co to hit the IPO market

*Turned net cash from net debt in FY21

*Eyeing valuation of $4-5bn

*Assuming $4bn valuation
IPO priced at TRAILING FY21
12x sales
185x EV/ EBIDTA

#StockMarket #nykaaIPO #Nykaa Image
FINANCIALS

-Turned EBIDTA positive in FY19
-Turned Profitable in FY21
-Margins Improving
-GM doubled in past 5 years to more than 40% in FY20 (Jefferies)
-A&P spends at 10-11% of Revenues

#StockMarket #nykaaIPO
What’s Working: Jefferies

-Focus on Beauty & Personal Care (BPC) a high margin biz

-Focus on unit economies Delivery charges of 70 below 500 order

-No discount from own pocket, discounts funded by brands

-Uptick on margin, no distributor or wholesale channel

#nykaaIPO
Read 3 tweets
2021 could finally be the year of India’s #TechIPOs as startups like @zomato, @delhivery, @policybazaar head for the public markets

businessinsider.in/business/start…

By @SanchDash
@zomato @delhivery @policybazaar @SanchDash Multiple Indian startups like @zomato, @delhivery @policybazaar, @FreshworksInc, @Flipkart, @MyNykaa are reportedly eyeing the public markets in 2021.

#TechIPO #IPOs
@zomato @delhivery @policybazaar @SanchDash @FreshworksInc @Flipkart @MyNykaa India’s market regulator Securities and Exchange Board of India (SEBI) too is looking to ease norms to facilitate startup #IPOs in the country.

#TechIPO
Read 10 tweets

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