Whalesbook
Lenskart mein Platinum Jasmine A 2018 Trust apna **2.3%** stake ₹**1,944 crore** mein bech raha hai. Ye deal aise time pe ho rahi hai jab company ne revenue toh badhaya hai, lekin net profit thoda kam ho gaya.
Kya hua?
Lenskart mein ek badi khabar aa rahi hai. Platinum Jasmine A 2018 Trust apna 2.3% stake ek block deal ke through bechne ki taiyaari mein hai. Is deal se company ₹1,944 crore raise karne wali hai. Deal price ₹486 per share rakha gaya hai, jo pichhle closing price ₹500.65 se 2.8% kam hai. Seller apna baki stake 90 din ke liye lock-in karega, jisse kuch stability rahegi.
Numbers kya bol rahe hain?
March quarter ke results dekhein toh revenue mein 45.6% ka zabardast jump aaya hai, jo ₹2,515.7 crore tak pahunch gaya. Lekin, net profit 8.6% gir gaya aur ₹200 crore par aa gaya.
Profit kam hone ke bawajood, EBITDA (operational profit) 84% badh kar ₹538.4 crore ho gaya. Isse EBITDA margin bhi 21.4% ho gaya, jo pichhle saal 16.9% tha. Iska matlab hai ki company ke core operations zyada efficient ho rahe hain.
Analyst kya keh rahe hain?
Macquarie ne 'Outperform' rating maintain ki hai aur target ₹600 set kiya hai. Elara Capital ne Lenskart ko 'structural compounder' kaha hai, matlab long-term growth potential acha hai. Ye sab Lenskart ke omnichannel model (retail stores + online) par confidence dikhata hai.
Investors ko kya dekhna chahiye?
Investors ko nazar rakhni hogi ki company growth ke liye kharch karte hue bhi margins maintain kar paati hai ya nahi. Eyewear sector ki demand aur Lenskart ka online aur offline integration bhi important factors honge.