Temasek Trims Lenskart Stake, Sells 3.56 Cr Shares For ₹1,937 Cr Post Lock-In
Temasek offloaded a 2.05% stake in eyewear retailer Lenskart via open-market tranches for about ₹1,937.3 Cr, joining ADIA and SoftBank in paring holdings after lock-in expiry. MacRitchie's stake fell to 4.71% from 6.75%. Lenskart posted Q4 FY26 net profit of ₹203.6 Cr on revenue of ₹2,515.7 Cr, up 46% YoY.
What happened
Temasek sold a 2.05% stake (3.56 Cr shares) in eyewear retailer Lenskart for about ₹1,937 Cr via open-market tranches, joining ADIA and SoftBank in trimming
Key facts
- 3.56 Cr shares
- 2.05% stake
- ₹1,937.3 Cr total
- 72.69 Lakh shares July 10
- ₹543.30 closing price
- MacRitchie stake 4.71% from 6.75%
- Q4 FY26 net profit ₹203.6 Cr
- revenue ₹2,515.7 Cr up 46% YoY
Why this matters
Post-lock-in exits by multiple anchors reshape Lenskart's cap table and open room for new institutional entrants, so we should track incoming buyers and shifting ownership concentration.
What to watch
- Additional bulk/block deal disclosures on exchanges
- Next lock-in expiry dates for other pre-IPO investors
- Q1 FY27 revenue growth deceleration or margin compression
- Analyst rating/target revisions post stake sales
- Daily delivery volumes and price reaction to each tranche
- Track remaining Temasek/MacRitchie residual stake and further tranche filings
- Monitor SoftBank and ADIA for follow-on block deals or bulk trades
- Watch domestic MF and insurer buying to gauge demand offsetting exits
- Assess management commentary on growth reinvestment vs margin path
Also reported by
- Inc42 — 1h after first sighting