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Earnings Call

Lenskart Solutions Earnings Call: Key Takeaways

Lenskart Q4 FY26 revenue reached ₹2,516 crores (up 41% YoY) with PAT scaling to ₹500 crores for the full year, driven by Tier 2 expansion and international growth.

Highlights
Revenue growth41% YoY in Q4 to ₹2,516 crores.
MarginsEBITDA pre-Ind AS margin expanded to 12.8% in Q4.
Demand visibilityStrong; 50% increase in eye tests; resilient demand in international markets.
Management confidenceHigh; entering 'compounding phase' where revenue adds directly to EBITDA.

Growth

Q4 revenue grew 41% YoY; EBITDA (pre-Ind AS) nearly doubled to ₹322 crores. Full-year PAT reached ₹500 crores.

Outlook

Long-term steady-state EBITDA margin target of 25%. FY27 store additions expected to match FY26 levels.

Risks

Rupee depreciation on imports and geopolitical disturbances in the Middle East affecting store traffic.

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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