SoftBank offloaded a 3.25% stake in Lenskart via a ₹2,873 Cr block deal at ₹508.55/share, exiting a quarter of its holding after lock-in expiry. Goldman Sachs, Societe Generale, Fidelity, Kotak MF and IMF stepped in. Comes as Lenskart posts FY26 revenue of ₹8,814 Cr (+33%) and PAT of ₹500.9 Cr (+69%).

Inc42 · 6/4/2026, 11:44:13 AM

SVF II Lightbulb sold 5.65 crore Lenskart shares at Rs 508.55 apiece, with ICICI Pru, Kotak, Mirae and WhiteOak among buyers. Stock dipped 0.5% midday as the early backer pares its position post-listing and Indian institutions step up.

Financial Express · BrandWagon · 6/4/2026, 10:07:33 AM

SoftBank offloaded 5.65 crore Lenskart shares at Rs 508.55 apiece, cutting its holding to 9.88% from 13.13%. WhiteOak, Mirae, Kotak, Goldman Sachs and Fidelity stepped in as buyers, even as Lenskart's PAT slipped 7.5% YoY to Rs 203.6 Cr on revenue of Rs 2,516 Cr (+45.6%).

YourStory · 6/4/2026, 7:09:00 AM

In its Q4 FY26 India strategy note, Motilal Oswal flags consumer discretionary and new-age platforms as preferred bets, naming Titan, Eternal (Zomato parent), Lenskart, Indian Hotels, Radico Khaitan and Delhivery as top ideas. Broader market sees just 5% EPS growth in FY26 against a 16%+ CAGR over FY20-25.

NDTV Profit · 6/2/2026, 4:11:11 AM

Swiggy, Delhivery, Mamaearth, Lenskart, Wakefit and luggage D2Cs face a margin squeeze as Iran-war fallout drives 35-50% raw material inflation, 25-30% packaging cost surge and Rs 3/litre fuel hike. Wakefit has raised prices 10%; HUL nudged larger packs 2-3%. With 90% of Delhivery contracts indexed, pass-through ability is the swing factor.

ET Retail · 5/29/2026, 7:40:45 AM

PE/VC investors are sitting on $32 billion of listed Indian holdings and pursuing block-deal sell-downs over 12-18 months. Lenskart's 50% PE stake is worth $4.66B, Vishal Mega Mart's 40% at $2.38B and Swiggy's 16.5% at $1.18B. CY2025 sell-downs already hit $8.2B, signaling sustained ownership churn in consumer internet and retail.

The Hindu BusinessLine · 5/27/2026, 3:19:01 PM

Growth-stage VC Fundamentum Partnership has raised $227 million for its second fund, more than double its $100 million debut vehicle. The firm, co-founded by Nandan Nilekani, backs Series B/C Indian startups and counts retail names Lenskart, Spinny and Shadowfax in its portfolio — signalling deeper dry powder for late-stage consumer bets.

Moneycontrol · 5/26/2026, 9:47:16 PM

After deploying ~$1 billion over a decade across names like Lenskart, PineLabs and Giva, Schroders Capital is doubling down on India with $50 million average tickets in consumer, healthcare, tech and AI — leaning on secondaries and continuation vehicles as exit routes broaden beyond IPOs.

Mint · 5/25/2026, 9:34:49 AM

FTSE Russell will include six India consumer-linked names — Lenskart, Meesho, Tata Capital, Groww, LG Electronics India and ICICI Pru AMC — in its All-World and All-Cap indices effective June 22, unlocking passive ETF demand and broadening institutional ownership of recently-listed retail and fintech plays.

Mint · Markets · 5/25/2026, 6:49:16 AM

FTSE's May 2026 review adds five Indian names to its Emerging Markets All Cap Index, with Lenskart leading projected passive inflows at $84M, followed by Groww ($78M) and Tata Capital ($64M). Reliance weightage trimmed; Airtel raised. Signals deepening institutional anchor for new-economy retail and fintech listings.

NDTV Profit · 5/25/2026, 5:09:04 AM

Q4FY26 retail-adjacent results land: Colgate India revenue ₹1,595.4 cr (+9.1% YoY) though PAT slips 0.5% to ₹353.3 cr. Eicher Motors PAT ₹1,520 cr (+12%) on Royal Enfield Q4 sales of 313,811 units. ABFRL, Campus Activewear, Pine Labs report today. FTSE adds Lenskart, Meesho, Groww, Tata Capital to indices.

Mint · Markets · 5/25/2026, 4:14:20 AM

FTSE Russell adds Lenskart, Meesho, Groww, Pine Labs and Tata Capital to its All-World index effective June 22, a passive-flow tailwind for newly listed consumer names. Same session: Colgate Q4 revenue up 9.1% to Rs 1,595 cr with Rs 24 dividend; Aditya Birla Fashion Q4 due; Lemon Tree gets CCI nod for Fleur Hotels restructuring.

Business Today · Latest · 5/25/2026, 2:01:44 AM

Mamaearth parent Honasa Consumer posted ₹69.4 Cr Q4 net profit (+178% YoY) on ₹657.1 Cr revenue (+23%), with EBITDA up 186% to ₹77 Cr. Emerging brands like The Derma Co. and Aqualogica grew 40% YoY. Stock rose 8.5%; ₹3/share dividend declared. FY26 EBITDA margin guided at 9.6%.

Inc42 · 5/23/2026, 12:40:59 PM

Ambit flags FY27 demand moderation and margin pressure across Indian consumer. Top picks: Trent (TP Rs 5,020), Titan (Rs 5,257), Nykaa (Rs 314), Vishal Mega Mart (Rs 137). Sell DMart (Rs 3,618), Lenskart (Rs 437), Page. ABFRL target cut 25%, QSR names Jubilant cut 15-17%.

Business Today · Latest · 5/22/2026, 9:06:16 AM

Dr Agarwal's Health Care plans 40 premium surgical hubs and 20 micro-market clinics over the next year, targeting 20%+ growth. With 13% of revenue from eyewear retail, it sets up a sharper challenge to Lenskart in optical retail alongside its core surgical business.

CNBC-TV18 · Companies · 5/22/2026, 6:46:03 AM

Lenskart will scale AI-led eye tests from 30M to 100M annually, expand B by Lenskart smart glasses (30,000 waitlist), and embed AI across 542 India stores, factories and supply chain. FY26 revenue hit Rs 2,516 cr (+46% YoY) with Rs 204 cr PAT and 25% EBITDA margin.

ET Retail · 5/21/2026, 6:46:13 AM

Q4FY26 PAT fell 7.5% YoY to ₹203.6 cr, but revenue surged 45.6% to ₹2,516 cr. India ASP rose 15.9% to ₹1,865, SSSG hit 24.2%, and same-pincode sales grew 31.1%. Lenskart added 542 net new stores in FY26 and is investing ₹53 cr to lift Owndays stake to 97.67%. Jefferies (TP ₹600) and Morgan Stanley (TP ₹576) stay bullish; stock +2% at ₹497.75.

The Hindu BusinessLine · 5/21/2026, 5:04:03 AM

Brokerage raises FY27E/FY28E estimates—revenue +5%/6%, Ebitda +15%/10%, PAT +12%/7%—citing omnichannel scale, backward integration and house-of-brands play. Models 25% revenue, 42% Ebitda and 44% PAT CAGR over FY26-28E, valuing the stock at 55x FY28E Ebitda.

NDTV Profit · 5/21/2026, 4:33:13 AM

Tier 2+ town traction and margin expansion prompt Jefferies (TP Rs 600) and Morgan Stanley (TP Rs 576) to turn constructive. Management guides for 25% annual volume growth and a 25% steady-state EBITDA margin, though near-term profit drop trimmed early 6% share gains.

NDTV Profit · 5/21/2026, 4:31:04 AM

Brokerages reset consumer plays: Jubilant target cut from Rs 850 to Rs 600 amid Domino's ~1.2% price hike risk; Lenskart pegged at Rs 576-600 on 25% Q4 volume growth; Birla Opus crosses 10% paints share, threatening incumbents; Grasim TP held at Rs 3,600.

NDTV Profit · 5/21/2026, 3:34:18 AM

A heavy Q4 results day lands on 21 May 2026 with consumer and retail bellwethers in focus. ITC, Honasa Consumer, Lenskart, Nykaa, Page Industries, Lux, Bikaji Foods, Emami, Spencers Retail, Wakefit, Credo Brands, Juniper Hotels and LG Electronics India headline the print, offering a broad read on FY26 demand, margin and store-economics trends.

The Hindu BusinessLine · 5/21/2026, 3:34:10 AM

Eyewear major Lenskart posted a 46% YoY surge in Q4 FY26 revenue to ₹2,515.7 Cr, while net profit slipped 7.5% to ₹203.6 Cr as costs climbed. Full-year FY26 profit rose 69% to ₹500.9 Cr on revenue of ₹8,814 Cr (+33%). The retailer added 183 net new stores, taking its global footprint to 3,327.

Inc42 · Buzz · 5/21/2026, 2:39:22 AM

Eyewear major posts FY26 revenue of ₹8,814 Cr (+33%) and PAT of ₹500.9 Cr (+69%), even as Q4 PAT slips 7.5% to ₹203.6 Cr. Aggressive store rollout continues with 183 net additions, taking the global footprint past 3,300 outlets ahead of its IPO push.

Inc42 · 5/21/2026, 2:38:59 AM

Heavy retail earnings session: Nykaa, ITC and LG Electronics India report Q4 today. Already on the tape: Lenskart Q4 net profit fell 9% YoY to ₹200 cr, Whirlpool India PAT dropped 32.7% to ₹80.2 cr, and Ola Electric narrowed losses to ₹500 cr from ₹870 cr. Aditya Birla Capital flagged a ₹4,000 cr preferential issue.

Mint · Markets · 5/21/2026, 2:29:07 AM

Lenskart will invest ₹50 crore to lift its stake in Japanese eyewear subsidiary Owndays by 1% to 97.67%, acquiring 10,613 shares at JPY 77,426 each. A further ₹3 crore goes into Lenskart Singapore via 1,38,005 shares to fund overseas operations, consolidating control of its international footprint.

The Hindu BusinessLine · 5/21/2026, 1:31:51 AM

Madison's MbrAIn and Godrej's MASH are reshaping ad planning in India, with programmatic now 42% of digital spend. Agency hierarchies are flattening as 15-25% of overall workflows and up to 80% of biddable digital buying shift to automation.

Financial Express · BrandWagon · 5/20/2026, 6:55:36 PM

Eyewear major added 542 net new stores in Q4 (254 in Tier 2+ India), taking global count to 3,327. Q4 revenue rose 46% YoY to Rs 2,515.7 cr on 44% India growth and 6.8M eye tests. Net profit dipped to Rs 203.6 cr from Rs 220 cr. FY revenue at Rs 8,988 cr (+28%); 8.8M Gold members drove Rs 199.5 cr in subscription fees.

YourStory · Capital · 5/20/2026, 3:29:14 PM

FY26 revenue rose 32% to ₹9,002 cr with adjusted PAT up 148% to ₹530 cr and EBITDA up 55% to ₹1,789 cr. India SSSG hit 24.2% in Q4, 603 net new stores added, and Gold subscription income climbed 85% to ₹199 cr. Margin pressure persists despite scale gains.

Outlook Business · 5/20/2026, 12:12:25 PM

Lenskart's Q4FY26 revenue rose 46% to Rs 2,515 cr powered by volume expansion, with Ebitda up 61% and operating margin at 21.3%. India sales grew 44% to Rs 1,475 cr while international rose 46% to Rs 1,054 cr. PAT dipped to Rs 203.6 cr against a prior-year one-time gain, but FY26 profit jumped 68% to Rs 500 cr on revenue of Rs 8,988 cr.

ET Retail · 5/20/2026, 11:33:37 AM

Eyewear major posted FY26 revenue of Rs 8,988 Cr (+28%) and doubled annual profit to Rs 680 Cr, even as Q4 margins compressed. Added 603 net new stores to reach 3,327 globally; market cap near $8.8B. India sales grew 44.1%, international 35.4%.

Entrackr · Newsletter · 5/20/2026, 11:22:23 AM