| 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
- ₹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.
More from Lenskart Solutions Ltd
All →Lenskart Solutions Acquisition Worth ₹2.71 Cr
Lenskart's subsidiary, NESO Brands, acquired an additional 2.52% stake in Le Petit Lunetier Paris SAS for INR 2.71 Crore. This strategic move expands its brand portfolio.
- Value
- ₹2.71 Cr
Lenskart Solutions Capital Structure Change
Platinum Jasmine A 2018 Trust sold 3.5 crore on-market Lenskart shares, reducing stake from 9.77% to 7.75%. No transaction price disclosed.
Lenskart Solutions Earnings Call Transcript: Key Takeaways
Lenskart reported a record-breaking Q3 FY26, surpassing 20% EBITDA margins for the first time.
Lenskart Solutions Acquisition Worth ₹18.5 Cr
Lenskart Solutions has acquired an additional 1.80% stake in Ajna, increasing its total shareholding to 9.01%. The transaction was completed for a consideration of ₹18.50 Crore.
- Value
- ₹18.50 Cr
Lenskart Solutions Acquisition Worth ₹8 Cr
Lenskart Solutions Ltd acquired an additional 1.80% stake in Dimension NXG Private Limited for ₹7.997 Crore. This investment strengthens its footprint in the extended reality sector.
- Value
- ₹8.00 Cr
Lenskart Solutions Investor Presentation: Key Takeaways
Q1 FY27 saw strong growth with revenue up 34% YoY and PAT jumping 182% to ₹228 crores. Strategy focuses on market creation through eye tests and omnichannel expansion.