Lenskart Solutions Block Deal: Platinum Jasmine likely to sell 1.7% stake for ₹2,047 crore

Lenskart block deal: SoftBank Vision Fund II offloads ₹2,888 crore stake


A block deal worth around ₹2,047.4 crore is set to take place in eyewear retailer Lenskart Solutions Ltd, with Platinum Jasmine A 2018 Trust offering shares at a floor price of ₹682.45 apiece, sources said.

The floor price represents a 3.5% discount to Lenskart’s last closing price, according to the deal details, sources added. The offer size is around 1.7% of Lenskart’s total equity, with the transaction valued at approximately ₹2,047.4 crore.

The shares sold through the block deal will be subject to a 90-day lock-up on any further sale of shares.

ALSO READ | Lenskart share price could rise another 40% despite recent outperformance, Nomura says

First Quarter Results

Lenskart Solutions reported a net profit of ₹222 crore for the first quarter of FY27, compared with ₹60 crore in the corresponding quarter last year. Profit after tax (PAT) margin expanded 443 basis points year-on-year to 8.4% from 4%. Revenue grew 43.3% year-on-year to ₹2,714.2 crore from ₹1,894.5 crore.

EBITDA rose 75.1% year-on-year to ₹588.5 crore, from ₹336.1 crore, while the EBITDA margin expanded to 21.7% from 17.7% in the year-ago quarter. EBITDA before Ind AS 116 rose to a margin of 13.3% from 9.1% in Q1 FY26.

Consolidated product margin crossed 70% for the first time, rising to 70.3% in Q1 FY27 from 68.7% a year ago. This came despite the rupee depreciating against the Chinese yuan. India product margin improved to 64.2% from 63.4%, while international product margin rose to 77.1% from 75.9%.

ALSO READ | ‘Powerful Compounding Story’: JPMorgan bets on Lenskart but highlights one major risk

India revenue grew 30.7% year-on-year, while international revenue increased 38%. Operating cash flow stood at ₹297 crore, higher than the around ₹207 crore of capital expenditure. Capex included ₹75 crore for stores and ₹132 crore for the Hyderabad-led plant step-up.

Net cash flow before mergers and acquisitions and equity stood at ₹116 crore. Return on capital employed (ROCE) improved to 23.2% in Q1 FY27 from 14.6% for FY26, driven by earnings before interest and tax growth and capital allocation.

Shares of Lenskart Solutions Ltd ended at ₹706.60, up by ₹26.80, or 3.94%, on the BSE.

ALSO READ | Lenskart Solutions shares gain after 2.6% equity changes hands in block deals



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