u/ankur591

Nykaa (FSN E-Commerce - NYKAA) is trading at a jaw-dropping ~550x TTM P/E — that’s over 100 times what its actual earnings, book value, and revenue fundamentals support!

Quick Stats (as of May 2026):
• Market Cap: ~₹78,000 Cr
• TTM Revenue: ~₹9,436 Cr (PS Ratio ~8.3x)
• TTM Net Profit: ~₹144 Cr (tiny ~1.5% margins)
• EPS (TTM): ~₹0.49–0.50
• Book Value per share: ~₹4.85–5.98
• P/B Ratio: ~55–58x (!!)

The market is pricing in decades of perfect execution and unicorn-level growth, while the company is still scaling stores, building brands, and investing heavily — keeping profits suppressed.

Revenue growing ~25% YoY is solid, but does it justify 550x earnings?

Hype vs Reality check: This is classic bubble territory. One slowdown in consumer discretionary spending and valuations could compress hard.

What do you think — Buy the dream or wait for sanity?

Nykaa (FSN E-Commerce - NYKAA) is trading at a jaw-dropping ~550x TTM P/E — that’s over 100 times what its actual earnings, book value, and revenue fundamentals support!

Quick Stats (as of May 2026):
• Market Cap: ~₹78,000 Cr
• TTM Revenue: ~₹9,436 Cr (PS Ratio ~8.3x)
• TTM Net Profit: ~₹144 Cr (tiny ~1.5% margins)
• EPS (TTM): ~₹0.49–0.50
• Book Value per share: ~₹4.85–5.98
• P/B Ratio: ~55–58x (!!)

The market is pricing in decades of perfect execution and unicorn-level growth, while the company is still scaling stores, building brands, and investing heavily — keeping profits suppressed.

Revenue growing ~25% YoY is solid, but does it justify 550x earnings?

Hype vs Reality check: This is classic bubble territory. One slowdown in consumer discretionary spending and valuations could compress hard.

What do you think — Buy the dream or wait for sanity?

Nykaa (FSN E-Commerce - NYKAA) is trading at a jaw-dropping ~550x TTM P/E — that’s over 100 times what its actual earnings, book value, and revenue fundamentals support!

Quick Stats (as of May 2026):
• Market Cap: ~₹78,000 Cr
• TTM Revenue: ~₹9,436 Cr (PS Ratio ~8.3x)
• TTM Net Profit: ~₹144 Cr (tiny ~1.5% margins)
• EPS (TTM): ~₹0.49–0.50
• Book Value per share: ~₹4.85–5.98
• P/B Ratio: ~55–58x (!!)

The market is pricing in decades of perfect execution and unicorn-level growth, while the company is still scaling stores, building brands, and investing heavily — keeping profits suppressed.

Revenue growing ~25% YoY is solid, but does it justify 550x earnings?

Hype vs Reality check: This is classic bubble territory. One slowdown in consumer discretionary spending and valuations could compress hard.

What do you think — Buy the dream or wait for sanity?

The Shipping Corporation of India has delivered robust numbers:

Standalone FY26
• Revenue from operations: ₹5,778 Cr (+3.3% YoY)
• Total Income: ₹6,218 Cr (+7.5% YoY)
• PAT: ₹1,326 Cr (+63% YoY)
• EPS: ₹28.47 (vs ₹17.48)
Q4 FY26
• PAT: ₹414 Cr (vs ₹172 Cr in Q4 FY25)

Key Highlights:
Tanker segment shines: ₹1,190 Cr profit before interest & tax (+75% YoY)
Sharp drop in cost of services rendered
Other income boosted by ₹169 Cr interest on income-tax refund
Strong operating cash flow: ₹1,341 Cr

Dividend: Board recommends Re. 1 per equity share (10%) — payout ≈ ₹46.6 Cr

Geopolitical note (Strait of Hormuz disruption) — management says no material impact.
Strategic disinvestment process continues.

The Shipping Corporation of India has delivered robust numbers:

Standalone FY26
• Revenue from operations: ₹5,778 Cr (+3.3% YoY)
• Total Income: ₹6,218 Cr (+7.5% YoY)
• PAT: ₹1,326 Cr (+63% YoY)
• EPS: ₹28.47 (vs ₹17.48)
Q4 FY26
• PAT: ₹414 Cr (vs ₹172 Cr in Q4 FY25)

Key Highlights:
Tanker segment shines: ₹1,190 Cr profit before interest & tax (+75% YoY)
Sharp drop in cost of services rendered
Other income boosted by ₹169 Cr interest on income-tax refund
Strong operating cash flow: ₹1,341 Cr

Dividend: Board recommends Re. 1 per equity share (10%) — payout ≈ ₹46.6 Cr

Geopolitical note (Strait of Hormuz disruption) — management says no material impact.
Strategic disinvestment process continues.