Q4 2026 Lenskart Solutions Ltd Earnings Call Transcript

May 20, 2026 / 11:30 AM GMT

Release Date Price: ₹486.85 (-1.19%)

Transcript

Key Points

Positve

Lenskart Solutions Ltd (NSE:LENSKART) reported a 41% year-on-year revenue growth in Q4 FY26, reaching INR 2,516 crores, marking its strongest quarter as a public company.
EBITDA grew 61% year-on-year with margins expanding by 3 percentage points to 21.3%, indicating strong operational efficiency.
The company conducted 6.8 million eye tests globally in the quarter, a 45% increase year-on-year, showcasing significant growth in customer engagement.
Lenskart Solutions Ltd (NSE:LENSKART) added 183 net new stores globally in Q4, bringing the total to 3,327 stores, reflecting robust expansion efforts.
International revenue grew 35.4% year-on-year in Q4, with Japan delivering record revenue growth, demonstrating successful international market penetration.

Negative

Currency fluctuations, particularly rupee depreciation, pose a significant headwind, impacting product margins despite vertical integration efforts.
The company faces challenges in maintaining consistent gross margins amidst promotional campaigns and currency depreciation.
There is a potential risk of cannibalization in store sales as Lenskart Solutions Ltd (NSE:LENSKART) continues to densify its store network in existing markets.
The international business, while growing, still lags behind India in terms of profitability, with a pre-India's EBITDA margin of 9.2% compared to India's 15.3%.
Geopolitical factors and reliance on international markets for revenue and supply chain could introduce uncertainties and risks to business operations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LENS.NS - Lenskart Solutions Ltd
Q4 2026 Lenskart Solutions Ltd Earnings Call
May 20, 2026 / 11:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good evening and welcome to Lenskart Q4 FY26 earnings conference call.

To present the results, we have with us Mr. Piyush Bansal, Co-Founder and Chief Executive Officer, Mr. Abhishek Gupta, Chief Financial Officer, and Mr. Nikunj Mal, Head of Investor Relations.

Please note that this call is being hosted on Zoom, with the presentation on display. For participants who would like to view the presentation alongside the discussion, please join via the Zoom link shared in advance.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.