ALFA Finder| Revenue growth | 37% YoY growth to ₹2,308 crores, primarily volume-driven. |
|---|---|
| Margins | EBITDA margin expanded 550 bps to over 20%. |
| Demand visibility | Strong; expanding addressable market through record eye testing volumes. |
| Management confidence | Extremely high, emphasizing compounding advantages and technological moats. |
Growth
Growth is high quality, primarily volume-led (32% India units) with EBITDA margins crossing 20% for the first time.
Outlook
Management targets a 4 lakh crore opportunity by FY45, expecting continued margin improvement via Southeast Asian supply chain integration.
Risks
Currency volatility impacting frame imports and the execution risk of scaling 'Be by Lenskart' smart glasses.
Last quarter's promises, checked
Delivered
- Guided FY26 EBITDA >₹1,000cr → delivered ₹1,700cr (= BEAT)
- Guided FY26 PAT scaling from negligible → delivered ₹500cr (= BEAT)
- Guided India margin expansion → delivered 14.3% from 6.5% CAGR (= BEAT)
Partly delivered
- Guided FY27 store additions at FY26 levels → 603 stores in FY26 vs current focus on density (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: LENSKART. Summary written with AI assistance from the document.
Lenskart Solutions Ltd: key numbers
- Share price
- ₹731.25
- Market cap
- ₹1,27,220 Cr
- Revenue (annual)
- ₹8,814 Cr
- Net profit (annual)
- ₹493.6 Cr
- P/E (TTM)
- 163.1×Sector 48.2×
- 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.
More from Lenskart Solutions Ltd
All →Lenskart Solutions Other Announcement
Lenskart filed a Reg 32 monitoring agency report on IPO proceeds for the quarter ended September 2026. Utilisation matches the prospectus with no deviations.
Lenskart Solutions Employee Stock Options
Lenskart Solutions Limited has allotted 460,934 equity shares following an ESOP/ESPS exercise. The company's paid-up share capital increased from Rs. 347.86 Crore to Rs. 347.95 Crore.
Lenskart Solutions Earnings Call Transcript: 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.
Lenskart Solutions Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹2,845 Cr (+32.5%), EBITDA ₹624 Cr (21.9% margin), PAT ₹232 Cr (+106.1%). Store expansion and brand-portfolio launches drive growth.
Lenskart Solutions Results Update
Lenskart Solutions Limited reported Q2 FY27 revenue growth of 32.5% to ₹2,845 Crore. Net profit surged 2.1x to ₹232 Crore, supported by strong India SSSG.
- total active stores
- 3624.0 stores
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