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Lenskart IPO Outlook Dims After Grey Market Premium Collapses Ahead of Debut

A 90% slide in the grey market gauge suggests limited debut gains for the Rs 7,279-crore offer.

Overview

  • The eyewear retailer is slated to list on the BSE and NSE on November 10 at an issue price of Rs 402 per share for a Rs 7,278.76 crore offering.
  • The unofficial grey market premium has dropped from a recent peak of about Rs 108 to roughly Rs 8–10, pointing to a small or flat listing move.
  • Investor demand was reported as strong but inconsistently tallied, with some trackers citing 28.27x overall subscription and others reporting 6.86x based on bid values.
  • Broker research highlights stretched valuation metrics—about 230x P/E, 10.1x FY25 EV/Sales and 68.7x EV/EBITDA—which could restrain early price performance.
  • Market veterans flag near-term volatility, while SBI Securities and SIMFS recommend a long-term stance tied to sustained profitability, noting EBITDA margin expansion to 14.7% in FY25 from 7% in FY23.