Alpha Wave Sells ₹1,857 Cr Worth of Lenskart Shares in Block Deals
Alpha Wave Ventures sold 2.94 crore Lenskart shares, representing nearly 1.7% of the eyewear retailer, at ₹630 per share. The ₹1,856.8 crore block-deal exit follows stake sales by SoftBank, Temasek and ADIA after Lenskart’s strong Q1 FY27 performance and share-price rally.
What happened
Alpha Wave Ventures sold nearly 1.7% of Lenskart for ₹1,856.8 crore through block deals. The sale follows recent exits by SoftBank, Temasek and ADIA, as
Key facts
- Alpha Wave sold 2.94 crore Lenskart shares
- Sale value: ₹1,856.8 crore
- Sale price: ₹630 per share
- Stake sold: nearly 1.7%
- Alpha Wave held 3.42% stake at end-June 2026
- Lenskart Q1 FY27 net profit: ₹228.4 crore, up 273% YoY
- Q1 FY27 operating revenue: ₹2,714.2 crore, up 43% YoY and 8% QoQ
- Share price closed at ₹636.15, down 0.54%
- Stock up 14.6% in one month and 41.2% YTD
Why this matters
Deep secondary-market liquidity and a resilient valuation create a favorable backdrop for Lenskart to consider acquisition-funded growth or other strategic capital-market actions.
What to watch
- Share-price performance above or below ₹630 over the next 5-15 trading sessions.
- Disclosure of additional stake reductions by SoftBank, Temasek, ADIA, founders or other large holders.
- Q2 FY27 revenue growth, EBITDA margin and same-store-sales trends versus Q1 FY27.
- Evidence that block buyers are domestic mutual funds, foreign long-only institutions or short-term arbitrage accounts.
- Any management revision to store-opening targets, international investment plans, profitability guidance or capital-allocation policy.
- Monitor exchange disclosures for remaining Alpha Wave ownership and any lock-up, pledge or bulk-deal activity by other large pre-IPO or financial investors.
- Assess block-deal buyer concentration, closing-price performance versus the ₹630 placement price, and subsequent delivery volumes for evidence of durable institutional absorption.
- Expect management and sell-side focus to shift toward Q2 FY27 comparable sales, EBITDA margin, India store additions, online mix and international profitability to validate the post-rally valuation.
- Watch for further free-float expansion, index-weight implications and potential follow-on institutional placements if other legacy investors use the stronger share price to monetize.
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