Lenskart Solutions Limited (LENSKART) Q2 FY27 Financial Results: PAT ₹228 Cr & Revenue ₹1,531 Cr

· NSE 🔴 High Importance ✨ Positive
By StockFin Research Team AI-Assisted Analysis Source: BSE/NSE Filings

Investor Takeaways

  • Revenue reached ₹2,500 crores, up 34% YoY, driven by ₹1531 crores reported revenue and 18.3% same-store sales growth.
  • Net Profit surged 182% YoY to ₹228 crores, supported by ₹228 crores PAT and 70% product margin.
  • International revenue expanded 38% YoY, with EBITDA margin improving to 10.6% from 3.6% YoY.
  • Added 455 net new stores across 140 new towns, entering 6,100 unserved pin codes.
  • ₹500 glasses strategy and in-house manufacturing scaling support customer acquisition and unit economics.
  • Omnichannel efficiency and AI-driven self-eye tests enhance customer reach and service delivery.
  • Overall Tone: Positive

    Key Financial Highlights

    MetricValueYoY Change
    Revenue₹2,500 Cr+34%
    Net Profit₹228 Cr+182%
    EBITDANot availableNot available
    EPSNot availableNot available
    OPMNot availableNot available

    What Changed

    The filing reveals significant financial momentum, with revenue growth of 34% YoY to ₹2,500 crores and a dramatic 182% increase in Net Profit to ₹228 crores. This profitability surge is attributed to a 70% product margin, 18.3% same-store sales growth, and expansion into 6,100 previously unserved pin codes through 455 net new store additions across 140 towns. International operations demonstrated strong traction, with revenue growing 38% YoY and EBITDA margin expanding to 10.6% from 3.6% YoY, indicating improving operational efficiency in overseas markets. The ₹500 glasses pricing strategy and scaling of in-house manufacturing in Hyderabad are contributing to margin resilience and customer acquisition without significant cannibalization. Omnichannel integration, supported by AI-driven self-eye tests, is enhancing customer engagement and operational scalability. The company’s focus on building India’s largest eyewear company and a global consumer brand is materializing through the addition of premium brands like Owndays (₹1,500 crores sales) and Rodenstock (₹250 crores annual sales). Management’s emphasis on unit economics and sustainable expansion reflects a strategic shift toward scalable, margin-accretive growth. With a current Market Cap of ₹81,481.32 Cr, the company is positioning itself as a dominant player in a fragmented retail market, leveraging both domestic and international opportunities.

    Peer Comparison

    CompanyP/EROEROCEMarket Cap (₹ Cr)
    Lenskart Solutions LimitedNot availableNot availableNot available81,481.32
    Avenue Supermarts Limited (DMART)104.25N/AN/A2,84,258.63
    Trent Limited (TRENT)75.43N/AN/A1,45,796.38

    Lenskart’s revenue and profit growth rates significantly outpace peers on a YoY basis, despite a lower P/E multiple relative to Trent and DMART, suggesting potential undervaluation relative to growth trajectory.

    Risks & Concerns

  • No specific risks were identified in the filing. Regulatory, supply chain, or competitive pressures were not detailed in the provided context.
  • Quarterly Trend

    QuarterRevenue (₹ Cr)Net Profit (₹ Cr)OPM%
    Q1 FY27₹2,500₹228Not available

    (Note: Quarterly trend data beyond Q1 FY27 was not provided in the context. Only Q1 FY27 figures are included as per available data.)

    📄 View Original Announcement (PDF)

    About Lenskart Solutions Limited (LENSKART)

    Fast Moving Consumer Goods · FMCG · Listed on NSE

    Market Cap: ₹1,15,407.58 Cr P/E: 173.3 ROE: 7.7% ROCE: 11.9%

    View full LENSKART stock details →

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    Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

    Editorial & Data Transparency Notice

    This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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