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Earnings Call Transcript

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 Q2 FY27 concall: date, live audio and summaryConcall page →
Highlights
Revenue growth+32.5% YoY to ₹2,845 Cr (performer basis).
MarginsIndia product margin 64% (from 63.4%); international 77.1% (from 75.5%).
Demand visibilityStrong: unit growth 26.5%, same-store sales growth 20.8%, NPS 79.6.
Management confidenceConfident overall; hedged on 25% margin timing.

Growth

Revenue +32.5% YoY on performer basis. India pre-Ind AS EBITDA up ~61–65% (speakers gave different figures). International growth volume-led, with ASP flat.

Outlook

Long-term 25% EBITDA margin target, no timeframe. Hyderabad plant built for 50M pairs/year, around 12 months from commissioning.

Risks

Rupee weakness on imported inputs absorbs in-house margin gains. The 25% margin target is undated. Ongoing marketing reinvestment may keep margins below that level.

Source

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

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Lenskart Solutions Ltd: key numbers

Share price
₹689.70
Market cap
₹1,19,920 Cr
Revenue (annual)
₹8,814 Cr
Net profit (annual)
₹493.6 Cr
P/E (TTM)
153.7×Sector 34.2×
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.

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