Swiggy, Delhivery, Mamaearth, Lenskart, Wakefit and luggage D2Cs face a margin squeeze as Iran-war fallout drives 35-50% raw material inflation, 25-30% packaging cost surge and Rs 3/litre fuel hike. Wakefit has raised prices 10%; HUL nudged larger packs 2-3%. With 90% of Delhivery contracts indexed, pass-through ability is the swing factor.

ET Retail · 5/29/2026, 7:40:45 AM

Wakefit flagged sustained margin pressure as polyol and TDI prices surged 80-160%, forcing two rounds of 7-8% price hikes in March and April. Q4 FY26 revenue hit ₹344 cr with Ebitda margin at 6.3%; FY26 revenue rose 17.5% to ₹1,534 cr. Footprint stands at 139 stores across 76 cities after 34 net adds.

Mint · Companies · 5/22/2026, 2:02:06 PM

Indian consumer-retail Q4 round-up: Nykaa revenue up 28.4% to Rs 2,648 cr with profit up 286%, Honasa Consumer revenue up 23% to Rs 657 cr, Bikaji up 18% to Rs 721 cr, Wakefit turns profitable. ITC revenue slips 7%, Lux declines, Maruti hikes prices up to Rs 30,000.

NDTV Profit · 5/22/2026, 1:43:00 AM

D2C sleep and home brand Wakefit grew Q4 FY26 revenue 13.5% YoY to Rs 344 Cr and full-year revenue 17.5% to Rs 1,534 Cr. Reported FY26 profit swung to Rs 189 Cr from a Rs 35 Cr loss, but a Rs 98 Cr one-time deferred tax gain inflated the print; underlying Q4 profit was just Rs 24 Cr. Operating cash flow tripled to Rs 244.5 Cr.

Entrackr · Newsletter · 5/21/2026, 5:30:17 PM

D2C mattress brand Wakefit reported Q4 PAT of ₹121.8 Cr versus a ₹26.2 Cr loss YoY, lifted by a ₹98.1 Cr tax credit. Q4 revenue grew 14% YoY to ₹343.6 Cr, while FY26 revenue rose 17% to ₹1,488.9 Cr with net profit of ₹189.2 Cr — a milestone print ahead of an expected IPO.

Inc42 · 5/21/2026, 2:55:31 PM