LENSKARTBSELenskart Solutions LtdMediumNeutral
Announced Wed, 20 May · 15:43 IST

Lenskart Solutions Limited has informed the exchange about the Shareholders'' Letter and Results dated May 20, 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

LENSKART · price

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AI summary

Lenskart delivered exceptional Q4 FY26 results with revenue growing 40.6% YoY to ₹25,290 Mn and adjusted PAT jumping 164.7% to ₹2,036 Mn. Full-year FY26 revenue reached ₹90,023 Mn (32.3% growth), EBITDA crossed ₹17,895 Mn (55.3% growth) with margins expanding to 19.9%, and adjusted PAT hit ₹5,300 Mn (147.7% growth) with margins expanding 275 bps to 5.9%. The company conducted 23.8 Mn eye tests in FY26 (+48.5% YoY), added 603 net new stores taking the total to 3,327, and maintained an all-time high NPS of 81.4. International segment revenue grew 35.4% in Q4 with EBITDA (pre-IndAS 116) margin expanding to 9.2%. The company launched B by Lenskart AI smart glasses with 30,000+ waitlist customers and reiterated its long-term steady-state EBITDA (pre-IndAS 116) margin guidance of ~25%.

Likely market impact

Lenskart's strong compounding phase is reinforced by robust margin expansion, cash flow generation (₹343 Mn net cash pre-M&A and IPO), and ROCE improving to 23.1% (excl. IPO proceeds). The company's AI transformation strategy and store expansion momentum indicate sustained growth ahead.