The call ran from 5:29 PM to 6:08 PM IST (39 min).
Key takeaways
Revenue rose 32.5% to ₹2,845 Cr and PAT more than doubled to ₹232 Cr. Management is confident on growth but hedges on the 25% long-term margin, which has no timeframe. Rupee weakness is the main product-margin headwind, and management says it is solved structurally over time.
| Revenue growth | +32.5% YoY to ₹2,845 Cr (performer basis). |
|---|---|
| Margins | India product margin 64% (from 63.4%); international 77.1% (from 75.5%). |
| Demand visibility | Strong: unit growth 26.5%, same-store sales growth 20.8%, NPS 79.6. |
| Management confidence | Confident overall; hedged on 25% margin timing. |
Growth
Revenue +32.5% YoY on performer basis. India pre-Ind AS EBITDA up ~61–65% (speakers gave different figures). International growth volume-led, with ASP flat.
Outlook
Long-term 25% EBITDA margin target, no timeframe. Hyderabad plant built for 50M pairs/year, around 12 months from commissioning.
Risks
Rupee weakness on imported inputs absorbs in-house margin gains. The 25% margin target is undated. Ongoing marketing reinvestment may keep margins below that level.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Lenskart Solutions Q2 FY27 Results: Net Profit ₹232.4 Cr, Up 124.5% YoY
Lenskart Solutions Ltd reported revenue from operations of ₹2,845 Cr (+35.7% YoY) and net profit of ₹232.4 Cr (+124.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹232.4 Cr · +124.5% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management projects continued scaling of international markets and a soft launch of smart glasses in Q4.
Growth they described
Revenue grew 37% YoY to ₹2,308 Cr, driven by 32% volume growth in India and premiumization.
Call details
| Company | Lenskart Solutions Ltd |
|---|---|
| NSE symbol | LENSKART |
| ISIN | INE956O01016 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 5:30 PM IST |
| Length | 39 min |
Lenskart Solutions Ltd: key numbers
- Share price
- ₹689.70
- Market cap
- ₹1,19,920 Cr
- Revenue (annual)
- ₹8,814 Cr
- Net profit (annual)
- ₹493.6 Cr
- P/E (TTM)
- 153.7×Sector 34.2×
- Promoter holding
- 17.52%-0.01% QoQ
- FII holding
- 18.26%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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