Lenskart Solutions IPO Final Decision GMP/ Is Lenskart IPO Worth Your Money in 2025


Live GMP Update After Lenskart IPO Close: Buy or Wait


Today marks the end of the three-day subscription period for the much-anticipated ₹7,278 crore Initial Public Offering (IPO) of Lenskart Solutions Limited, which is known as India's largest omnichannel eyewear retailer. On this final day, we saw a notable uptick in bids across all categories, showcasing the market's strong, though measured, excitement for this high-growth consumer-tech opportunity.



The subscription book has wrapped up with an impressive overall figure, but the IPO's premium valuation remains a hot topic of discussion. Here’s a detailed look at the final subscription status, the current Grey Market Premium (GMP), important dates, expert insights, and whether this premium-priced offering is a good match for your investment strategy.


📊 Lens kart IPO Final Subscription Status: Day 3 Figures

The IPO, which includes a Fresh Issue of ₹2,150 crore and an Offer for Sale (OFS) of ₹5,128 crore, saw strong participation, particularly from Non-Institutional Investors (NIIs) and Retail Investors on the last day of bidding. 


Investor CategoryFinal Subscription (Times)Shares Offered (Crores)Bids Received (Crores)
Qualified Institutional Buyers (QIBs)4.58x5.4224.83
Non-Institutional Investors (NIIs)8.10x2.7121.95
Retail Individual Investors (RIIs)5.22x1.819.45
Employees3.82x0.0390.15
Total Subscription6.85x9.9768.38

Data as of Final Closing Time on November 4, 2025 (Figures may vary slightly based on final exchange reports).


The key takeaway :-  from the subscription is that there’s been a significant oversubscription across all categories. Notably, the NII portion was booked more than eight times, and the Retail segment saw over five times the demand. This clearly shows a strong appetite from both retail investors and High Net-worth Individuals (HNIs) for this modern consumer brand, even with its high valuation.

🟢 Lens kart IPO Grey Market Premium (GMP) Today

The Grey Market Premium (GMP) serves as an unofficial gauge for how the stock is expected to perform once it lists. Lens kart's GMP has experienced some ups and downs during the subscription period, reflecting a blend of enthusiasm and concerns about its valuation.


  • Current GMP (November 4, 2025): About ₹59 per share.
  • Price Band (Upper End): ₹402 per share.
  • Expected Listing Price: ₹402 + ₹59 = ₹461
  • Estimated Listing Gain: Roughly 14.7%


Just a heads up: the current GMP of ₹59 per share indicates a moderate listing gain of nearly 15%. This figure has dropped from a peak of around ₹85 earlier, suggesting that the market's hopes for a big, quick listing surge have eased a bit, possibly due to the higher pricing. Remember, GMP isn't an official market indicator, so it shouldn't be the only factor you consider when making investment decisions.


📅 Lens kart IPO: Key Dates to Remember

The subscription window has now closed. Here are the important dates for investors who have applied:

  
EventDate (Tentative)
IPO Open DateOctober 31, 2025
IPO Close DateNovember 4, 2025 (Today)
Basis of Allotment FinalizationNovember 6, 2025
Initiation of RefundsNovember 7, 2025
Credit of Shares to DematNovember 7, 2025
IPO Listing DateNovember 10, 2025 (BSE & NSE)

🔬 A Deep Dive into Lens kart's IPO: Review and Analysis

Lens kart's IPO is a quintessential "premium bet on growth" narrative. The company stands tall as the leading player in India's organized eyewear market by sales volume, thanks to its strong omnichannel strategy and a fully integrated supply chain.


✅ Company Strengths

Market Leadership and Omni-channel Advantage :-  Lenskart has established itself as India's top seller of prescription eyeglasses, making a successful shift from an online-only model to a formidable omni-channel retailer with over 2,700 stores worldwide. This combination of physical and digital presence gives it a significant competitive edge and scale.

Turning the Profit Corner :-  The company reported a net profit of ₹297 crore in FY25, marking a remarkable turnaround from a loss in FY24. This achievement was bolstered by an impressive 32.5% year-on-year revenue growth and a notable improvement in EBITDA margin to 14.6%.


Integrated Supply Chain :-  By overseeing the entire process—from design and manufacturing (at facilities in Bhiwadi and Gurugram) to distribution—Lenskart ensures top-notch quality, cost efficiency, and a quicker store payback period (reportedly under 10 months).

Huge Market Potential :-  India's eyewear market is still largely untapped and quite unorganized (with 77% being unorganized). It's expected to double to ₹1.48 lakh crore by FY30, presenting a vast opportunity for Lenskart's organized, tech-driven approach.


🛑 Valuation and Key Risks

High Valuation :-  This is the biggest red flag. At the upper price band of ₹402, the IPO is priced at a Price-to-Earnings (P/E) multiple of around 235x based on FY25 earnings. This positions it as one of the priciest retail listings in recent memory.

Analyst Perspective :-  This valuation heavily relies on expectations of aggressive future growth and requires nearly flawless execution of its expansion plans.




Profit Quality :-  The reported net profit of ₹297 crore for FY25 includes a one-time, non-cash gain from the Own days acquisition. Without this, the operational profit is significantly lower, making the high P/E multiple even more challenging to justify.


High Execution Risk :-  The company's future growth hinges on its ambitious plans to expand its retail presence with new stores and successfully grow its international business, Owndays. Any slip-up in execution or delays in making stores profitable could have a serious impact on what investors can expect in returns.

High Finance Costs :-  The rapid pace of store expansion has led to a rise in lease liabilities, which means a hefty interest burden compared to the operating profit.


🤔 Should You Apply or Not? - The Final Verdict

Lenskart's IPO presents a classic conundrum: it's a strong market leader with plenty of room for growth, but the price already seems to reflect years of anticipated success.


1. For Listing Gains (Short-Term Investors):

The current GMP of around 14.7% is decent, though not outstanding for an IPO of this magnitude.

The high overall subscription, particularly the robust interest from NII and retail investors, indicates that even with the lofty valuation, the issue is likely to debut at a premium.

Verdict: Moderate to High Risk, Moderate Gain Potential. The likelihood of a negative listing is low due to strong final subscription numbers, but the steep valuation does limit the potential for significant listing gains.


2. For Long-Term Investment (Investors with High Risk Appetite):

  • Lens kart is a game-changing :-  tech-driven player in an industry that's on the brink of a major shift from unorganized to organized retail. Its strong market position, integrated supply chain, and solid brand reputation make it a top contender for long-term value creation.

  • While the valuation is certainly high (P/E of 235x) :-  analysts suggest it's on par with other high-growth modern retailers like Trent. You're essentially paying a premium for a clear leader in a niche with vast potential.

  • Verdict :-  Subscribe for the Long Term with Caution. This IPO is a good fit for investors who are comfortable with high risk, have a long-term investment outlook (3-5 years or more), and believe the company can maintain a strong growth trajectory to justify its valuation.


Final Recommendation:

We suggest a "Subscribe for Long-Term" rating. It's important for investors to recognize that while the initial listing gain is expected to be positive



the true value hinges on the company's ability to successfully implement its ambitious expansion strategy and achieve consistent, sustainable growth in the coming years. If Lenskart falls short of these lofty growth expectations, the stock might experience some downward pressure.

Frequently asked questions 


QuestionAnswer
What is the price band?₹382 to ₹402 per equity share.
What is the lot size?37 shares. The minimum application amount for retail is ₹14,874 at the upper price band.
What is the issue size?₹7,278.02 Crores, consisting of a Fresh Issue of ₹2,150 Cr and an Offer for Sale (OFS) of ₹5,128.02 Cr.
What is the use of the Fresh Issue proceeds?The funds will primarily be used for: 1. Expansion of new company-owned stores. 2. Lease and rental payments for new retail spaces. 3. Investment in technology and cloud infrastructure. 4. Brand marketing and promotions.
Is the high valuation justified?The P/E of 235x is very high and is the main risk. It is justified by the company's clear market leadership, high revenue growth (32.5% YoY in FY25), and the vast, under-penetrated Indian eyewear market. Investors are betting on scale and future earnings.
What is Lenskart's market share?Lenskart holds an estimated 4-6% market share in India's fragmented eyewear market, but it is the largest seller of prescription eyeglasses by volume in the organised segment.


  key takeaways 


  • Premium Pricing :-  Remember, when you're investing, you're really buying into future growth potential rather than just looking at today's discounted earnings.

  • Strong Brand & Model :-  The combination of an omnichannel approach and a well-integrated supply chain gives this company a solid competitive edge.

  • Strong Subscription :-  The final subscription numbers are going to make it tough to secure allotments, especially for retail investors.


Disclaimer

Just a quick note—this blog is meant for informational purposes only and is based on market data and expert insights available as of November 4, 2025. It’s not financial advice. Always consult with your financial advisors and do your own research before making any investment decisions. Remember, IPO investments come with market risks.


If you’d like, I can help you keep an eye on the Lenskart IPO allotment status or its performance when it lists on November 10, 2025. Would you like me to set a reminder for you to check the Lenskart IPO allotment status on November 6, 2025 ?

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