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🔴 Nykaa 2025–30 Growth Surge: Inside the House of Nykaa’s Beauty & Fashion Powerplay 🟠 Introduction: Nykaa, the beacon of digital beauty and fashion in India, is no longer just an e-commerce brand—it’s transforming into a high-margin, high-growth consumer powerhouse. With aggressive expansions, AI-led personalization, and strategic play in premium fashion, “House of Nykaa” is set to rewrite the playbook for beauty-commerce. Here's a deep dive into the game-changing plans revealed at its Analyst Day 2025. 🟡 1. Strategic Vision: Building India's Luxury-Led Beauty-Fashion Empire Target GMV CAGR (FY25–30): Beauty & Personal Care (BPC): ~25% House of Nykaa Beauty Brands: ~30% Fashion: 3–4x growth Nykaa Now (30–120 min delivery) launched in 7 metros; a bold counter to quick commerce. Fashion Profitability Milestones: EBITDA breakeven by FY26 Mid-to-high single-digit margin by FY28 🟣 Sentiment Insight: Investor tone is optimistic , supported by co...

🔵 Title: GAIL India 2025 Outlook: Tariff Tailwinds, Gas Grid Expansion & Hidden Value – Is a 31% Upside the Real Deal? 🟡 1. Igniting the Energy Engine: GAIL’s 2025 Power Play India’s gas behemoth, GAIL, is scripting a quiet but forceful transformation. With a robust 8% EBITDA growth and strategic groundwork laid for tariff hikes, GAIL is positioning itself as a value play in India's evolving energy ecosystem. At a CMP of ₹187, ICICI Securities sees a ~31% upside potential , driven by strong long-term fundamentals, new gas contracts, and expanding infrastructure. 📈 Sentiment Analysis : Investor Sentiment : Cautiously optimistic Market Momentum : Muted in near-term (12.5% down YoY), but institutional conviction remains strong Outlook Tone : Constructively bullish with short-term hiccups 🟢 2. ⚡ Transmission Grid: The Core Revenue Engine 🔹 Current Status : FY25 saw a solid 7% YoY growth in gas transmission volumes, reaching ~127 mmscmd 🔹 FY26 Outlook : Managem...