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Earnings Call

Lenskart Solutions Earnings Call: Key Takeaways

Lenskart delivered a record Q3 FY26, surpassing 20% EBITDA margin and tripling PAT, driven by high-tech integration and aggressive store expansion in India and international markets.

Why this was an Alfa AlertEBITDA margin beat guidance, crossing the 20% threshold for the first time; PAT more than tripled to ₹133 crore.
Highlights
Revenue growth37% YoY revenue growth to ₹2,308 crore.
MarginsEBITDA margin expanded 550bps to cross 20% threshold.
Demand visibilityStrong; 49% of eye tests are first-time users.
Management confidenceExtremely confident, emphasizing a 'compounding phase' and AI leadership.

Growth

Revenue grew 37% YoY to ₹2,308 crore; India SSG stood at a robust 28% while international revenue grew 32.7%.

Outlook

Focused on smart eyewear with a Q4 launch and target to serve over 500 million eye exams annually.

Risks

Currency volatility in imports and the challenge of maintaining customer experience during rapid global scaling are primary concerns.

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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