On 1 December 2025, Lenskart shares spiked about 5% in early trade after unveiling strong second-quarter results — the company’s first earnings release since its recent stock-market listing.
- For Q2 (July–September 2025), Lenskart reported a net profit of ₹102–103 crore, up roughly 19.7–20% compared with the same quarter last year.
- Revenue from operations rose ~21% year-on-year to ₹2,096 crore, from ~₹1,736 crore in Q2 FY25.
- Operating profit (EBITDA) also improved — margins expanded, reflecting better cost controls and stronger operational leverage.
Why Investors Reacted — What Made the Results Stand Out
👍 Solid Growth + Profitability
The combination of rising revenue and rising profitability — rare in retail/heavy-cap businesses soon after IPO — helped assuage investor doubts about valuation and long-term growth potential.
🛍️ Omni-channel + Market Potential
Lenskart’s hybrid business model — combining online sales, retail stores and in-house manufacturing — seems to be paying off. Market observers suggest the company still has considerable room to scale in India’s under-penetrated eyewear market.
⭐ Analyst Confidence & Positive Outlook
Brokerage firms quickly responded: one global broker initiated coverage with a “Buy” recommendation and a target price of ₹500.
🏪 Growth Story, Not Just IPO Hype
Since going public earlier this month, Lenskart’s first post-IPO earnings demonstrate a business beyond IPO-driven hype — a signal that the listing could mark the start of a stable growth trajectory.
What to Watch Going Forward
- Lenskart plans to expand aggressively — more store openings, push into newer geographies and possibly product expansion — and how well they execute on that will matter. The Economic Times
- Maintaining margin discipline and managing working capital will be key, especially if growth is driven by expansion and store roll-outs.
- Market reaction may also depend on broader consumer demand, competition from other eyewear and lifestyle brands, and macroeconomic conditions — factors that affect discretionary spending.
- Future quarters’ performance: consistency will matter. Investors will watch whether Q2 was a one-off strong result or start of a trend.
Bottom Line
The surge in Lenskart shares — about 5% after its Q2 results — reflects renewed investor confidence in the company’s fundamentals: healthy revenue growth, improving profitability, and a business model that seems primed for scale. For many, this may be the first real sign that Lenskart’s IPO wasn’t just hype — but the beginning of a promising growth journey
