| Revenue growth | 34% YoY overall; 30.7% India, 38% International. |
|---|---|
| Margins | Consolidated product margin crossed 70%; India EBITDA margin at 15.4%. |
| Demand visibility | Strong; 78Cr Indians need vision correction, heading to 94Cr by FY30. |
| Management confidence | High; cited international profitability and India market depth. |
Growth
India revenue grew 30.7% YoY; International grew 38%. Same-store sales growth (SSSG) stood at 18.3%.
Outlook
Targeting 10,000+ stores in India; ₹132Cr plant capex; international profitability reached with 10.6% EBITDA margin.
Risks
Currency headwinds affecting product margins; potential for cannibalization with lower-priced ₹500 offerings.
Last quarter's promises, checked
Delivered
- Guided FY27 store additions around FY26 levels (542-603) → delivered 75Cr capex for expansion (= BEAT)
- Guided focus on international profitability → delivered 10.6% EBITDA margin vs 7% (= BEAT)
- Guided volume-led growth via eye tests → delivered 63 lakh tests & 22.8% India unit growth (= BEAT)
Partly delivered
- Guided steady-state India margin ~25% → delivered 15.4% (= PARTIAL)
Investor Presentation filed with BSE, NSE: LENSKART. Summary written with AI assistance from the document.
Lenskart Solutions Ltd: key numbers
- Share price
- ₹684.85
- Market cap
- ₹1,19,076 Cr
- Revenue (annual)
- ₹8,814 Cr
- Net profit (annual)
- ₹493.6 Cr
- P/E (TTM)
- 181.7×Sector 52.0×
- 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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