Lenskart Q1 FY27 profit rises 182% to Rs 228 crore as revenue grows 34%
Lenskart reported Q1 FY27 revenue of Rs 2,714 crore and EBITDA of Rs 589 crore, with India revenue up 30.7% and international sales up 38%. The eyewear retailer also spent Rs 207 crore on capex, including Hyderabad plant capacity and stores.
What happened
Lenskart Solutions · Lenskart reported Q1 FY27 PAT of Rs 228 crore, up 182.3%, on 33.6% revenue growth to Rs 2,714 crore. India revenue rose 30.7%. It invested
Key facts
- Q1 FY27 PAT Rs 228 crore, up 182.3% YoY
- Revenue Rs 2,714 crore, up 33.6% YoY
- EBITDA Rs 589 crore, up 61.3% YoY
- India revenue up 30.7% YoY; international revenue up 38%
- Consolidated product margin 70.3%, versus 68.7%
- Pre-IndAS 116 EBITDA margin 13.3%, versus 9.1%
- Overall EBITDA margin 21.7%, versus 18.0%
- PAT margin 8.4%, versus 4.0%
- Operating cash flow Rs 297 crore; capex Rs 207 crore
- Store capex Rs 75 crore; Hyderabad plant-capacity capex Rs 132 crore
- ROCE 23.2%, versus 14.6% in FY26
- FY26 PAT about Rs 530 crore
Why this matters
International sales growth of 38% and Rs 207 crore in capacity and store capex make Lenskart a more credible platform for cross-border expansion, partnerships and selective market-entry deals.
What to watch
- Sequential same-store sales growth and whether India revenue continues to grow near or above 30%.
- EBITDA margin durability after capex-related depreciation, new-store costs, and international investment.
- Hyderabad plant commissioning timeline, utilization rates, and impact on inventory turns and gross margin.
- Store-opening pace versus capex intensity and payback periods for new locations.
- International revenue growth, losses or profitability by market, and currency effects.
- Signs of promotional escalation from Titan Eye+, Specsmakers, online marketplaces, or local optical chains.
- Accelerate store openings in underpenetrated Indian cities using the stronger EBITDA base to fund rollout.
- Increase Hyderabad plant utilization and localize more frames and lenses to protect gross margin and shorten replenishment cycles.
- Push international expansion where 38% sales growth validates the model, likely prioritizing markets with existing digital acquisition channels.
- Use improved profitability to deepen omnichannel offerings, including eye-test conversion, membership programs, and higher-margin lens upgrades.