Should You Invest in Nykaa - Kishore Biyani & Nikhil Kamath Discuss
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- เผยแพร่เมื่อ 20 ก.ย. 2024
- Watch the full episode - • Ep #3| WTF is E-commer...
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Nikhil Kamath - Co-founder of Zerodha, True Beacon and Gruhas
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Nykaa has 2 USPs:
1. They get brands which weren’t available in India easily - this was mentioned already in this discussion
2. Very important aspect - guarantee of genuineness of products - getting fake beauty products (especially “imported” types) has always been a problem in India. You can’t trust other major e commerce players here
However I personally feel that they are overvalued.
Basically your bottom line is Quality over Quantity.
Why do you think they’re overvalued.
All the guests were amazing. Loved the episode. I found Nikhil's clarity of thought to be amazing. Kishorji was a delight to watch.
All seem very clueless on Nykaa.. They are diverting the topic at every question or giving generic answers. No insights.
Why don't you get Falguni on your podcast? Also either Yashish or Vijay Shekhar - both phenomenal in terms of what they are doing.
All were my favourite in any podcast, their clearity on any topic if fantastic
Hi Nikhil, very interesting discussions on all episodes. Can you please have the founder of Nykaa Falguni Nayak, on your show, also other Women entrepreneurs, angels and VCs. The reason why I am asking is, as a woman we have our own challenges in running a business and also getting funded. Hearing from women who have gone through this journey and succeeded will bring lot of value to other women like me who are trying to do the same. Thank you very much.
Bhai Har ecommerce ka ek category dominant hai, nykaa too a vertical approach vs horizontal, now nykaa is planning as Mr biyani said adjacency. Nykaa is e-comm and also a trusted platform.
Why everyone is scared to answer anything substantial. All doing ringalore
You are my favourite guest forever..l always love to hear your perspective & opinion on 😊
Great man!! Would love to see one with Kunal Shah
Would like to hear from the people who actually build something from the scratch without burning cash....
U should also discuss valuation bubble of startup companies like Zomato, nykaa and after ipo
Ecommerce will not be mainstream in india till govt brings stringent laws on customer service. Right now customer service is fueled by vc money and we have seen the service level go down with funding winter. None of ecommerce business have a proper channel to reach them, only if they call ypu you can get your query resolved. Atleast in physical store i can go and complaint the store.
4:50 gaan fat gaya.. lol the truth is 99% of the startups aren't making any profits, they're just burning cash and playing the valuation game. In simple words, Iski topi uske sir.
Meesho total loss of 2022 was 3247 crore 7.5x more as compared to 2021 ...5 billion what kind of Valuation they are getting from investor..where nothing sign of profitably is showing in the business... Scaling business means Nothing without cashflow no one survive..
And nykyaa ko wo ecommerce nhi samjhta h jo 7-9 ka Margin h 🤣
Kishore Bayani ne future group me investors ko barbad kar deya but he happy after eating small people money.... Very brave person
valuation is day scam , what you actually you making a profit is the right valuation
Nikhil bhaiya Nyka will grow. The day they tap the rural markets things will change. Women in the villages are getting more and more open to cosmetics and beauty products and if Nyka is able to sell their own products with a much higher margins then things might change a bit and the same will be reflected on their balance sheets as well. They have many stores in the airports, the goraas see these stores, it is a possibility that a Indian cosmetic brand gets some limelight internationally too.
Brother on ground i have not seen a single village women who spent 500 rs for a lipstick so i think there is less in rural market
I am Dr Shankar.
Call a bunch of graduating students with diverse Academic grades or GPA to understand their knowledge regarding Financial planning and awareness. The graduating students should represent diverse fields like medical, dental, health sciences, B tech, arts and sciences etc. This gives the PERSPECTIVE of young students who are about to get employed regarding Financial planning and how they can contribute for Indian economy and take care of their Finances as well Mr Kamath. I strongly feel that we need to break out the mindset of young ones to develop a holistic approach towards the young ones in our society.
100 crore orders at 4500 crore revenue is 45 rs ticket size, 14 crore customers ?, too inflated figures
Apne dhandhe me kuch dhyan do sir, bohot glitch aa rahe hai zerodha me trading me
Indiamart is my choice for investing in e-commerce.
Just wait for ondc to spread coz that will bring and create more ecommerce brands and platforms then u can take an informed decision.
Interesting topic but no real view on valuation or perspective was shared. It would be great to see more content and not mere names.
Agreed they have attracted attention and beought too many competition into their space
Nikhil was being polite and caught vidit red handed🤣. Meesho should get Mr. BIYANI as a CEO, he would at least turn it around.
He literally drowned future group, twice.
Mr.Biyani is giving advice aftre drowning his own co.pany and millions of investors.. Interesting
Exactly....
Hardly 2-3k people watched this with focus. Does not matter.
Mr. Biyani got the people part of his business very very wrong.
Bhiyani's failure was in overexpansion. He is still a tremendous wealth of knowledge and can guide what not to do.
Dude he put retail at such a pedestal. 3 decades he ruled it. What r u talking about. U really need to listen to the whole podcast, the amount of respect he commands from other entrepreneur in the panel, u seem to be very naive in making such a comment about him.
If you have 100 ruppes to invest, then go for Mutual fund.
Mr Kishore Biyani ! Very interesting perspective 👍🏻
I have one question is why Nykka potray them self as woman brand only. Ofcourse that can be one large segment but putting your website color pinkish and putting all female celebrity you are shouting like "Man not allowed" . I think if any brand which represent Indian ecommerce is Flipkart. That's why they been called "Poster boy". Also, Kishor biyani seems to have very old fashioned idea which had sinked future bazzar, pantaloon, future capital.
I would like to watch CRED founder Kunal Shah in the next podcasts.
From Stock Keeping Units to Being the Stock of Brand's
400 Ka PE hai Nykaa ka, bhool ke bhi invest mat krna, but always short it new 52W low
Needs brains to see it as a business. PE is variable and depends on earnings. If you believe in the TAM expansion of India in general then Nykaa is a really good bet
They are distributing third party product. But they are still brand
Nykaa is a BS company...its at a PE of 2000+...
chTya he kya?? ADANi was at 300+ PE when people were calling it as overvalued 🥴
Kishore Biyani is amazingly insightful
people told zomato.. when it was at 42 share price available nd we left
@nikhil: If the guests have reservations, why mince words. Why do they believe competitors will hurt Nykaa? The most efficient and largest player almost never gets disrupted by competition who tries to copy, just like Asian paints. Whats wrong being a vertical specialist and what is the obsession about being a representative of the entire e-com, wasn’t even the question.
It’s frustrating to watch when experts can’t give clarity or insights. If they believe beauty or Nykaa saturated they should say so.
If they believe they are distracted with fashion and eB2B, say so. Or they can give facts or data applicable to the point they are making if they worried about naming companies and face the wrath at personal level.
The point is lost if people beat around the bush.
nykaa super over valued ....... expansion and growth is very limited
Guest - Kunal shah
We want to see sridhar vembu ,Anil agarwal and many more 1st gen entrepreneur 🎉
Invite Anil Agrwal please
RELIANCE V/S ESSAR
From DHL and BLUE to DART
Is he answerable to his retail shareholders for the mess he made and ppl who lost lakhs of rupees
Would he discuss on that, apologies maybe rather than obscure comments on other businesses
Here Nikhil is asking a long question and Meesho guy is saying I don't have that answer to that question. Huh??
Great management? I really wish
From Biriyani to being Makhani on your Plate
Don't go below this & don't open my P& L🤣🤣
Kishore sucks after butchering shareholders money.
Nykaa highly overvalued stocks
We would like to see MANUSHI CHILLAR on the next video
From G7 to being the G in the "8" #infinity
KAMATH anna connect us in bangalore once
From Newton to being the Ton #ystreet
From IPO to PO #pincode
From Village to Age but not Ville Parle
BUY 1 GET 2
Jab tak hai Grover, it's not over
Idhar PE mere ko ek seat chahiye re baba
From F1 to G21
Look who is the guest And talking mr.Biyani whose all companies are now debt ridden and lost all investors money. Why he is not talking about his companies. Inviting him you all are playing and making fun with public. people like you may call Nirav Modi or Mallya one day as a guest. Shame on you guys.
From Yoga to Sa Re Ga
From Shivaji to Aaj Hi
From Estee Lauder to Tees
Mesho is not a brand trust me, it's a intruder 😂
get kunal shah
Never invest in these startup IPOs. 😊
Kishore Biyani was my favorite
Chor ke saat chori ke baat karo, reliance ke saat Mel Kar Saab investor ko duba Dala.
Even nikhil kamaths team learned, jahnvi ko lagyenge toh saali paan vala bhi click karega video pe
Dumb india wants Bob and vegene
Meesho is scam
Meesho is garbage business.
Why doesn’t Nikhil address the cheating in chess issue? It’s not just that he cheated but did not even have the courtesy to write a proper public apology. Remind you he cheated in a “charity” event.
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'US' BANK V/S SB'I'
OLA V/S OYO
WALL V/S FLIP
NYKAA V/S LULULiMON
"STANLEY KA DABBA MILGAYA"