Lenskart Stock Leaps 5% After Posting Powerful Q2 Profit Gains

Shares of Lenskart Solutions Ltd. surged over 5% on Monday, December 1, 2025, extending gains after the eyewear retailer's robust Q2 FY26 earnings report, which revealed a 20.8% year-on-year revenue increase to Rs 2,096 crore for the July-September quarter. The stock climbed as high as 5.37% to Rs 432.50 during intraday trade on the National Stock Exchange, settling 4.03% higher at Rs 427 by 9:45 a.m. IST—outpacing the benchmark Nifty 50 Index's 0.31% rise. This momentum has pushed the shares up 6.50% since their debut last month, reflecting investor optimism in the company's expansion strategy amid a competitive e-commerce landscape.

Lenskart's net profit for the quarter grew 19.6% to Rs 102 crore from Rs 85.5 crore in the year-ago period, driven by operational efficiencies and higher sales volumes. Earnings before interest, taxes, depreciation, and amortization (EBITDA) jumped 45% to Rs 415 crore, with margins expanding to a healthy 19.8% from 16.5%, signaling improved cost controls and premium product penetration. The results underscore the firm's resilience post its high-profile IPO in late October, which valued the unicorn at over Rs 24,000 crore and saw strong domestic institutional investor participation.

Segmentally, domestic revenue from India rose to Rs 1,230 crore, up from Rs 1,088.7 crore, fueled by an omnichannel push that now includes over 2,000 stores and aggressive digital marketing. International operations, spanning Southeast Asia and the Middle East, contributed Rs 879.64 crore, a 33.7% increase from Rs 658.36 crore, highlighting successful market entries in high-growth regions like Singapore and Dubai. These figures position Lenskart ahead of peers like Titan Eyeplus in affordable eyewear, with the total addressable market in India alone estimated at Rs 50,000 crore.

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Analysts remain cautiously optimistic, with a split consensus—one 'buy' and one 'sell' rating—yielding an average 12-month price target of Rs 418.5, implying modest downside from current levels. As Lenskart eyes further international forays and AR/VR integrations, the Q2 surge could be sustained if consumer spending holds amid festive season tailwinds, though rising raw material costs pose risks. The stock's performance today reaffirms its appeal as a growth play in India's burgeoning retail sector.

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