Investor Brief: Lenskart Solutions Block Deal & Operational

1. Block Deal Structure & Key Terms Seller Entity: Softbank Vision Fund (SVF) II Lightbulb (Cayman) Ltd. Stake Offered: Up to 2.6% equity stake. Deal Valuation: Approximately $300 million. Floor Price: ₹635 per share, representing an approximate 4.0% discount to the previous closing price (₹661.40). Lock-Up Restriction: A 45-day lock-up period applies to SVF II’s residual holdings. Shareholding Context: As of the June quarter-end, promoters held 18.0%, while public shareholding stood at 82.0% (including SVF II's 9.86% holding prior to the transaction). 2. Financial & Operating Highlights (Q1 YoY Performance) Revenue Expansion: Revenue rose 43.3% YoY to ₹2,714.18 crore (compared to ₹1,894.46 crore in Q1 FY26). Operating Leverage & EBITDA: EBITDA jumped 75.1% YoY to ₹588.48 crore (vs. ₹336.08 crore), with EBITDA margins expanding 400 bps to 21.7% (vs. 17.7%). Bottom-Line Surges: Profit After Tax (PAT) increased significantly to ₹228.43 crore, up from ₹61.17 crore in the corresponding prior-year period. 3. Market Context & Stock Performance Trading Momentum: Lenskart shares closed at ₹662.25, recently breaching the landmark ₹600 mark for the first time. Relative Returns: The stock reflects strong market momentum, gaining 18.4% over the past month and delivering a 51.0% gain Year-to-Date (YTD).