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What smart money is saying about Lenskart Solutions LimitedIndia flag

LENSKART.NS · Healthcare · Medical Instruments & Supplies · Market cap $13.10B

1 fund in our archive has pitched Lenskart Solutions Limited — most recently Baron India Fund in September 2026.

Company profile

Lenskart Solutions Limited, a technology-driven eyewear company, engages in designing, manufacturing, branding, and retailing of eyewear products in India, Japan, Southeast Asia, the Middle East, and internationally. Its products include prescription eyeglasses, sunglasses, goggles, screen glasses, and other products, such as contact lenses and eyewear accessories, including frames for men, women, and kids. The company also engages in lens manufacturing, lens edging, lens design, frame design, frame manufacturing, and delivery. It operates as a direct-to-consumer company that designs and sells a wide range of eyewear products under the Lenskart and Owndays brands; and sub brands, including John Jacobs, Vincent Chase, Hooper, Lenskart Air, Hustlr, LPL, and Meller. It sells its products through online and offline channels, such as retail stores, websites, mobile applications, and other channels. The company also owns and operates eyewear retail stores in India and provides home eye check-up services. Lenskart Solutions Limited was incorporated in 2008 and is based in Gurugram, India.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Lenskart Solutions Limited on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in Lenskart Solutions Limited, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position

  • HoldsMatthews Asia Innovators Fund
    September 2026
    “India was mixed. MTAR, a high-precision engineering and manufacturing company, is positioned to benefit from accelerating AI power infrastructure spending, fuel-cell deployment, nuclear expansion, and aerospace supply-chain diversification in our view. Its share price pulled back by -29% due to investor concerns regarding the pace of a key client ramp-up and the conversion of its backlog to revenues. Delivering better performance was Lenskart Solutions, an omnichannel eyewear retailer with an integrated model spanning design, manufacturing and retail, which increased by 31%, making it a leading contributor.”
    Lenskart Solutions Limited

Fund coverage · 1 thesis

  • Baron India Fund
    September 2026

    Lenskart is India's largest omnichannel eyewear retailer with a vertically integrated model, positioned to gain share from unorganized players with expected 20-25% revenue and 30%+ EBITDA growth.

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