May 22 verdict permanently restrains Google from monetising HINDWARE trademark as an ad keyword. With competitor bids costing ₹8-25/click vs ₹60-150 for generics, the ruling could lift paid CAC 20-30% for D2C, fintech and marketplace advertisers leaning on rival-name arbitrage.

Outlook Business · 5/29/2026, 12:18:53 PM

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

D2C beauty brand Renee grew revenue 37% YoY to Rs 440 Cr in FY26, with net loss narrowing to Rs 36.4 Cr. Offline retail, quick commerce and Tier II/III expansion drove gains, though promo spend still consumed nearly half of revenue against a 75% gross margin.

Entrackr · 5/29/2026, 7:21:27 AM

Powerhouse91-owned sports gear brand Slovic hit Rs 200 Cr ARR and EBITDA breakeven in April 2026, with FY26 revenue tripling to Rs 92 Cr from Rs 30 Cr. Marketplaces and quick commerce each contribute 45% of sales, with branded search up 8x.

Entrackr · 5/25/2026, 10:26:09 AM

Mamaearth parent Honasa Consumer posted ₹69.4 Cr Q4 net profit (+178% YoY) on ₹657.1 Cr revenue (+23%), with EBITDA up 186% to ₹77 Cr. Emerging brands like The Derma Co. and Aqualogica grew 40% YoY. Stock rose 8.5%; ₹3/share dividend declared. FY26 EBITDA margin guided at 9.6%.

Inc42 · 5/23/2026, 12:40:59 PM

Mamaearth parent Honasa Consumer posted Q4FY26 revenue of ₹657 cr with EBITDA up 185% to ₹77 cr (11.3% margin). Mamaearth returned to mid-teens growth, GT/MT offtake rose 30% YoY, and the company declared its maiden ₹3/share dividend. Stock jumped 6% to ₹398.

The Hindu BusinessLine · 5/22/2026, 6:48:58 AM

Honasa Consumer jumped 10.5% to Rs 397.65 as Q4 LTL EBITDA margin crossed 11%, Mamaearth grew mid-teens and younger brands surged 30% YoY. Laxmi Dental locked 20% upper circuit at Rs 248.90 after Q4 net profit rose 135.5% to Rs 10.08 cr on sales of Rs 72.18 cr (+19.5%). JM Financial reiterated BUY on Honasa, raising TP to Rs 420.

Business Today · Latest · 5/22/2026, 5:31:01 AM

Mamaearth-parent Honasa Consumer surged 10.5% to a 52-week high of ₹397.65 after Q4FY26 net profit jumped 177% YoY to ₹69 cr on revenue of ₹657 cr (+23%). EBITDA margin expanded to 11.7%. Board declared maiden ₹3/share dividend; younger brands grew 40%+ and Reginald Men crossed ₹100 cr ARR. JM Financial set TP at ₹420.

Mint · Markets · 5/22/2026, 5:20:01 AM

Honasa Consumer Q4FY26 net profit nearly tripled to Rs 69.2 cr from Rs 24.9 cr, with revenue up 23.1% to Rs 657.1 cr and EBITDA margin at 11.7%. Mamaearth posted double-digit growth on stronger offline distribution. Jefferies raised target to Rs 565; Citi stayed Sell at Rs 320.

NDTV Profit · 5/22/2026, 4:11:24 AM

Mamaearth parent posted Q4 revenue of Rs 657 cr (+23% YoY) with EBITDA nearly tripling to Rs 77 cr and margin expanding to a record 11.7% from 5.1%. Net profit jumped to Rs 69 cr vs Rs 25 cr, with focus categories growing over 35%. Jefferies raised TP to Rs 565 (Buy); Citi lifted TP to Rs 320 but retains Sell, flagging sustainability of the margin print.

NDTV Profit · 5/22/2026, 3:07:37 AM

YourStory roundup signals capital and category momentum: Scapia raises $63M led by General Catalyst, Mumbai D2C Papacream scales premium ice cream through quick commerce, Nykaa crosses $1B annualised revenue, Honasa Q4 profit jumps 178% to Rs 69.43 crore, and Zepto lines up an Rs 11,000 crore IPO.

YourStory · 5/22/2026, 2:05:00 AM

Mamaearth parent posts Q4 revenue of Rs 657 Cr (+23%), with EBITDA margin expanding to 11.7% from 5.1%. Direct distribution hit 1.2 lakh outlets and younger brands led by The Derma Co grew 40% YoY. FY26 PAT at Rs 200 Cr; board approves first-ever Rs 3/share dividend.

YourStory · Capital · 5/21/2026, 4:11:01 PM

Honasa Consumer's Q4 PAT more than doubled to ₹69 cr on 23.1% revenue growth to ₹657 cr, with EBITDA at ₹77 cr (11.7% margin). Mamaearth's offline footprint expanded to 1.2 lakh outlets while younger brands grew 40%+; Reginald Men crossed ₹100 cr ARR. Board declared maiden ₹3/share dividend, signaling cash-flow confidence post-distribution overhaul.

CNBC-TV18 · Companies · 5/21/2026, 1:44:55 PM

Honasa Consumer posted a 178% YoY jump in Q4 FY26 net profit to ₹69.4 crore on 23.15% revenue growth to ₹657.08 crore. Flagship Mamaearth regained share, distribution widened to 1.2 lakh outlets, and Reginald Men crossed ₹100 crore ARR. Board declared a maiden ₹3/share dividend, signaling confidence in the turnaround.

The Hindu BusinessLine · 5/21/2026, 12:51:20 PM

Honasa Consumer posted Q4FY26 net profit of Rs 69.2 cr versus Rs 24.9 cr a year ago, with revenue up 23.1% to Rs 657.1 cr. Ebitda margin expanded sharply to 11.7% from 5.1%, signaling a clean turnaround after last year's distribution overhaul. Final dividend of Rs 3/share declared.

NDTV Profit · 5/21/2026, 11:59:12 AM

Mamaearth parent posts Q4 FY26 revenue of Rs 657 Cr (+23% YoY) and PAT of Rs 69.4 Cr. FY26 revenue hits Rs 2,392 Cr with profit tripling to Rs 200 Cr. The Derma Co doubled YoY and now reaches 30,000 GT outlets; Reginald Men crossed Rs 100 Cr ARR. Board declared maiden dividend of Rs 3/share (Rs 98 Cr payout).

Entrackr · Newsletter · 5/21/2026, 11:42:01 AM

Mamaearth parent Honasa Consumer posted Q4 FY26 net profit of ₹69.4 Cr, up 177.6% YoY, on revenue of ₹657.1 Cr (+23.1%). Sequential profit rose 38.2% as total expenses held at ₹594 Cr. Board's maiden-style ₹3/share payout signals confidence after a turnaround quarter for the D2C beauty major.

Inc42 · 5/21/2026, 11:11:05 AM

Over 170 companies post Q4FY26 results today, with retail-relevant prints from ITC, Nykaa, LG Electronics India, Mamaearth parent Honasa and Bikaji Foods. JSW Cement profit rises multifold; LIC and GAIL also in focus. Margin trajectory and rural demand commentary will set the tone for consumer names.

NDTV Profit · 5/21/2026, 7:03:49 AM

Mamaearth parent Honasa Consumer has appointed Saahil Nayar as Business Head and SVP for its emerging beauty brands portfolio, spanning colour cosmetics and prestige skincare across Mila Beauté, Swiss Beauty and Kama Ayurveda. The hire signals deeper bets on adjacent beauty categories as the stock trades near 52-week highs with a ₹11,651 crore market cap.

The Hindu BusinessLine · 5/21/2026, 6:21:34 AM

Heavy Q4 print day for Indian consumer names. ITC seen flat at Rs 18,032 cr revenue on cigarette volume pressure. Nykaa parent FSN at Rs 2,609 cr, Honasa (Mamaearth) Rs 623 cr, Page Industries Rs 1,184 cr, LG Electronics India Rs 8,129 cr. Sets tone for FY26 consumption read.

NDTV Profit · 5/21/2026, 4:31:27 AM

Shiprocket has integrated Skye Air to offer same-day drone fulfilment for Mamaearth, Lenskart, Giva, Flipkart, Zepto and BigBasket. Skye Air claims 6,000 deliveries/day in Gurugram on a 4-km corridor cutting delivery from 4 hours to 10 minutes. Airbound moves Narayana Health diagnostics in Bengaluru.

The Ken · Free list · 5/20/2026, 2:40:07 AM

Jaipur Watch Company, Rotoris, Argos and Bangalore Watch Company are pulling founder and celebrity capital as India's $600 Mn ultra-luxury watch segment grows 10-14% annually. Rotoris raised $3 Mn, Argos closed ₹6.5 Cr at ₹45 Cr valuation on ₹25.64 Cr FY25 revenue, with 60% of luxury demand now from non-metros.

Inc42 · Buzz · 5/19/2026, 5:32:15 AM

The D2C founder network is operationalising a Category II AIF, writing Rs 3-5 Cr cheques for 10-15% stakes in pre-seed/seed consumer brands. Thesis leans into Gen Z, quick commerce and Tier II-III demand, with 40% reserved for follow-ons and a parallel Rs 25 Cr Super Angels pool.

YourStory · 5/15/2026, 4:54:48 AM

D2C Insider is launching ConsumerX Ventures, a Rs 150 Cr Category II AIF, to write Rs 3-5 Cr cheques into ~25 early-stage Indian D2C brands and enablers for 10-15% stakes, with 40% reserved for follow-ons. Focus: quick commerce and Tier II/III. A large consumer group is in talks as anchor.

YourStory · Capital · 5/15/2026, 4:54:45 AM

Inc42 Datalabs projects India's ecommerce market to grow from $165 Bn to $450 Bn at 22% CAGR by 2031, lifting online share of retail from 12% to 22%. D2C brands led by Mamaearth, boAt and Lenskart will drive 86% of incremental value, scaling to $310 Bn at 37% CAGR.

Inc42 · 5/15/2026, 3:35:22 AM

Inc42 Datalabs projects India's $165 Bn ecommerce market to triple to $450 Bn by 2031 at 22% CAGR, doubling its retail GMV share from 12% to 22%. D2C brands like Mamaearth, Lenskart and boAt will drive 86% of incremental value, while quick commerce consolidates around Blinkit, Instamart and Zepto.

Inc42 · Buzz · 5/15/2026, 3:35:13 AM

Unilever is redirecting half its marketing budget from paid media to a 300,000-strong global creator network, up from 10,000 two years ago. HUL mirrored the shift, lifting influencer count 17x in a year and hiking digital spend 40%. Analysts flag fatigue and cost risks as nano-creators flood the funnel.

Financial Express · BrandWagon · 5/14/2026, 1:32:50 AM

Mamaearth parent Honasa Consumer's Chief Business Officer Yatish Bhargava has resigned citing personal reasons, departing May 15, 2026 after less than a year in role. Exit lands as Q3 FY26 revenue rose 16.2% YoY to Rs 602 crore and PAT nearly doubled to Rs 50 crore.

Entrackr · 5/13/2026, 10:15:20 PM

Delhi NCR leads India's D2C funding league with $3.5 Bn across 434 deals, edging out Bengaluru ($3.4 Bn) and Mumbai ($2 Bn). Top-3 cities captured 89% of $10 Bn total D2C funding. D2C projected to capture 86% of the $285 Bn ecommerce GMV addition through 2031, growing at 37% CAGR versus 22% for broader ecommerce.

Inc42 · 5/13/2026, 6:13:57 PM

NCR edges out Bengaluru ($3.4 Bn) and Mumbai ($2 Bn) as top three cities capture 89% of $10 Bn total D2C funding over 11 years. D2C projected to add $245 Bn GMV by 2031 at 37% CAGR, with 19 Mn power shoppers driving 60-70% of sales. Mumbai leads recent growth at 27% CAGR (2020-25).

Inc42 · 5/13/2026, 3:43:24 PM