LENSKARTBSELenskart Solutions LtdMediumNeutral
Announced Wed, 27 May · 17:26 IST

Lenskart informed the exchange about the Transcript of Earnings call with respect to the Financial Results for the quarter and year ended March 31, 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

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AI summary

Lenskart reported strong Q4 FY26 results with revenue of ₹2,516 crores (41% YoY growth) and EBITDA margins expanding 2.7 percentage points to 21.3%. The company crossed key full-year milestones: ₹1,700 crores EBITDA, ₹1,000 crores pre-Ind AS EBITDA, and ₹500 crores PAT. India business delivered ₹1,475 crores revenue with 15.3% EBITDA margin, while international grew 35% to ₹1,054 crores at 9.2% margin. Management highlighted compounding economics with 25% revenue growth translating into near-doubling EBITDA annually. The company added 542 net new stores in FY26, taking total to 3,327 stores globally. Looking ahead, management reaffirmed long-term steady-state margin target of ~25% and outlined FY27 priorities including AI-first transformation and scaling to 100 million eye tests.

Likely market impact

The strong margin expansion and clear roadmap to 25% steady-state margins signals improving profitability trajectory. The compounding effect visible in both India (14% to ~25%) and international (7% with similar trajectory to India's early journey) suggests sustained operating leverage, which is positive for shareholders.