Lenskart Solutions

“On the FY27, we continue to go with the same that we will try and deliver what we delivered last year.”

“it's coming up well. I think we are trying to accelerate that as much as possible”

“Second, we mould the frame ourselves in our factories in India, China, and now also in Thailand.”

“So, look, we are increasing our capacity in our existing plants also every quarter that passes by to meet the demand.”

“same-store sales growth was 20.8%, up from 14.8% a year ago, broad-based across the tiers.”

“India revenue grew 35.3% year on year to ₹1,668 crores.”

“International revenue grew 29.5% to ₹1,201 crores and about 23% growth in constant currency terms, growth across all our markets.”

“Sunglasses grew strongly, led by Meller, and a flat sequential revenue after Q1 seasonal peak is the normal shape of the year.”

“as we integrate more and more the India supply chain with the international supply chains, we would see margin, product margin expansion.”

“It is why we say India needs at least 10,000+ Lenskart stores.”

“The ASP increase comes at the back of people choosing more progressive and premium lenses at Lenskart. We do not manage the ASP.”

“there is an interesting data that our units per customer has actually grown this quarter from 1.8 to 1.9.”

“One is particularly in Southeast Asia, myopia rates are right now growing very rapidly.”

“What we are noticing so far is that about 90% of people are buying it with prescription and with an eye test.”

“EBITDA Pre-Ind AS grew 65%, twice as fast as revenue, with margin expanding from 11.1% to 13.8%.”

“EBITDA pre-IND-AS 116 reached ₹267 crores, up 61.5% from last year, which translates to a margin of 16%, up”

“Product margin was 64.0% against 63.4% last year, and most of the gains from in-house manufacturing were actually consumed by the rupee’s depreciation this quarter.”

“EBITDA pre-Ind-AS reached ₹127 crores, up 87% from last year, which translates to a margin of 10.6%, up from 7.3% last year.”

“Product margins expanded to 77.1% versus 75.5% last year on deeper supply chain integration of OWNDAYS and Meller and higher sunglasses mix.”

“operating cash flow was ₹388 crores for the first half of the year after working capital buildup as inventory was rebuilt ahead of the festive season”

“On international, so far yes, we have - we are sitting on a healthy balance sheet right now. We continue to keep our priority as investing in Hyderabad right now”

“We have invested more in our capacities in Thailand, long-term investments that we have made by increasing our stake in our joint venture in China.”

“Cash definitely gives us the room, but it is the execution that is slowly earning us the right to use it judiciously.”

“So, we are not in a rush here to undercut on pricing, etc.”

“We first launched the glasses around April this year.”

“We will keep expanding our brands portfolio.”

“if you look a few quarters back, it used to be around ₹11 or ₹12 to RMB. Now it is ₹14.2 as of today.”

“The challenge that we've been grappling with is largely around FX. The raw material on this is largely”

“we have a natural hedge in our business because we also have almost 40% of our revenues coming from non-INR countries.”

“EBITDA grew to ₹624 crores, a 46.6% jump year on year.”

“PAT of ₹461 crores is already 87% of the whole of FY26.”

“PAT more than doubled to ₹232 crores.”

“In terms of operational highlights, India eye test grew 44% to 70 lakhs with remote optometry now live in 934 stores, up from 303 a year ago, powering the volume-led growth.”

“We added 165 net new stores globally, taking the network now to 3,624 stores.”