Datum Charts Feb 2026

Revenue Surges 37% as EBITDA Margin Crosses 20% for the First Time in Q3

Lenskart Q3 FY26 revenue reached Rs 2,308 crore (+37.4% YoY). EBITDA margin expanded to 20.0% from 14.5% a year ago. The company conducted 6.3 million eye tests (+54% YoY), sold 8.9 million eyewear units (+30% YoY), and added 195 net new stores. Total store footprint stands at 3,144 globally.

Rs 2,308 Cr
Q3 FY26 Revenue
+37.4% YoY, fastest growth in recent quarters
20.0%
EBITDA Margin
Rs 462 Cr EBITDA (+90.6% YoY), up from 14.5%
3,144
Global Store Count
India 2,439 + International 705 stores
6.3 Mn
Eye Tests (Q3)
+53.8% YoY; 8.9 Mn units sold (+29.7%)
Exhibit
Store network expansion: India and international footprint
Number of stores, FY23 to 9M FY26
India
International
Exhibit
India store distribution by city tier
9M FY26, 2,439 India stores
Exhibit
Store network: India vs International
9M FY26, 3,144 total stores
Exhibit
EBITDA margin expansion: India vs International
Segment EBITDA margin (%), FY23 to 9M FY26
India EBITDA Margin
International EBITDA Margin
Profitability Inflection

Q3 FY26 EBITDA hit Rs 462 crore (+90.6% YoY) with a 20.0% margin, up from 14.5% a year ago. India segment margin expanded to 13.9% (9M FY26) from 9.8% in FY25. PAT turned strongly positive at Rs 133 crore (+237.9% YoY) with 5.8% net margin. The 9M FY26 PAT stands at Rs 326 crore vs Rs 137 crore in 9M FY25.

Store Velocity

Lenskart added 195 net new stores in Q3 alone (+141% YoY), bringing the 9M FY26 total to 420 net additions (+118% YoY). India reached 2,439 stores with the international network at 705. The company operates across Metros (1,006 stores), Tier 1 (571), and Tier 2+ (862) cities in India. India SSSG came in at 27.8% for Q3.

Eye Health

6.3 Mn Eye Tests in Q3

Eye tests surged 53.8% YoY, reaching 17.0 Mn for 9M FY26 (+49.3% YoY). This top-of-funnel metric drives store traffic and conversion. Active Gold members stand at 8.1 Mn, and app downloads crossed 100 Mn.

Margin Expansion

India EBITDA Margin at 13.9%

India segment EBITDA margin expanded from 0.3% in FY23 to 13.9% in 9M FY26. International margins also turned positive, moving from -4.3% in FY23 to 6.1%. Both segments showing operating leverage from scale.

Global Expansion

International at 705 Stores

Meller (Europe) grew 42% YoY in 9M FY26. The international segment reached 705 stores with positive EBITDA margins of 6.1%. Product margin at 75.7% internationally vs 63.5% in India, reflecting premium positioning abroad.

Q3 marks a milestone quarter for Lenskart: the first time EBITDA margin crossed 20%, PAT grew 238% YoY, and the company added nearly 200 stores in a single quarter. With 8.1 Mn Gold members, 100M+ app downloads, and an NPS of 80.9, the flywheel of eye tests driving store traffic driving unit economics is firing on all cylinders. The key question for FY27 is whether this trajectory can sustain as the base grows and international expansion accelerates.

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Disclaimer: This analysis is for informational purposes only. Data sourced from Lenskart Q3 FY26 Shareholder Letter (Reg30 Filing). All metrics reflect official company communications. Financial figures in INR. Market conditions subject to change.
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