SoftBank sells ₹2,888 Cr worth of Lenskart shares in block deals
SoftBank Vision Fund has sold 4.5 Cr Lenskart shares at an average ₹641.75 apiece, marking its second major post-listing partial exit. The sale follows Lenskart’s FY26 revenue of ₹9,002.3 Cr and net profit of ₹530 Cr, alongside Q1 FY27 operating revenue of ₹2,714.2 Cr.
What happened
SoftBank sold ₹2,887.9 Cr of Lenskart shares through block deals, its second major post-listing partial exit. The eyewear retailer’s strong share performance
Key facts
- SoftBank sold 4.50 Cr Lenskart shares for ₹2,887.9 Cr
- Average sale price: ₹641.75 per share
- SoftBank previously sold 5.65 Cr shares for ₹2,873.3 Cr in June
- Lenskart FY26 net profit: ₹530 Cr
- Lenskart FY26 revenue: ₹9,002.3 Cr
- Q1 FY27 net profit: ₹228.4 Cr
- Q1 FY27 operating revenue: ₹2,714.2 Cr
Why this matters
Lenskart’s improving earnings and international expansion make it a more credible strategic partner or acquisition platform even as early investors continue monetising stakes.
What to watch
- Further disclosures of SoftBank or other pre-IPO shareholder stake reductions.
- Block-deal pricing discount versus the prevailing market price and the identity of buyers.
- Q1 FY27 margin, net-profit and same-store or mature-store productivity trends.
- International revenue growth, new-market losses and payback periods for overseas expansion.
- Any slowdown in eyewear demand, higher customer-acquisition costs or competitive discounting.
- Changes in promoter, employee and institutional shareholding after subsequent quarterly filings.
- SoftBank may pursue further staggered block deals if Lenskart maintains trading liquidity and valuation support.
- Lenskart is likely to emphasize quarterly profitability, store-level economics and international expansion milestones to counter ownership-overhang concerns.
- More domestic and foreign institutional investors may enter as increased free float improves index eligibility, tradability and position-sizing capacity.
- Management could accelerate investor communication around capital allocation, margin durability and expansion returns as public-market scrutiny rises.
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