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Earnings Call

Lenskart Solutions Earnings Call: Key Takeaways

Lenskart delivered a landmark Q3 FY26, surpassing 20% EBITDA margins for the first time while maintaining 37% revenue growth.

Why this was an Alfa AlertNot a filter event; performance is strong but management did not explicitly state a 5% beat over prior numerical guidance.
Highlights
Revenue growthRevenue grew 37% YoY to ₹2,308 crore.
MarginsEBITDA margin expanded 550bps YoY, crossing the 20% threshold.
Demand visibilityStrong; expanding total addressable market through massive increases in eye testing.
Management confidenceExtremely high, emphasizing technology-led compounding and operational leverage.

Growth

Growth is volume-led, with a 60% increase in Indian eye tests and strong 32.7% international revenue growth.

Outlook

Targeting the 4-lakh-crore eyewear opportunity by FY45; Q4 FY26 will see the soft launch of smart glasses.

Risks

Currency volatility in international segments and the inherent execution risk of scaling smart-glass technology (B by Lenskart).

Source

Earnings Call filed with NSE, NSE: LENSKART. Summary written with AI assistance from the document.

Read the document ↗

Lenskart Solutions Ltd: key numbers

Share price
₹680.25
Market cap
₹1,18,276 Cr
Revenue (annual)
₹8,814 Cr
Net profit (annual)
₹493.6 Cr
P/E (TTM)
180.5×Sector 55.7×
Promoter holding
17.53%-0.02% QoQ
FII holding
12.76%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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