At a glance:
Yash Optics & Lens Ltd clocked a FY25 net profit of ₹958.8 lakh, up from ₹902.3 lakh last year. But the real story? Their reserves skyrocketed from ₹1,163 lakh to ₹6,560 lakh — thanks to a juicy IPO. Revenue rose modestly to ₹4,320.8 lakh (from ₹4,111 lakh), and EBITDA margin stood solid. But with IPO money in the bank and capex swelling, investors must ask: Is this growth sustainable, or is the lens foggy beyond FY25?
🏢 About the Company
Yash Optics & Lens Ltd manufactures and trades vision correction solutions — think lenses, not LinkedIn influencers. The company was recently listed post-IPO and has moved into a new Mumbai office, riding high on its public debut.
They are also working on backward integration at their Vapi facility to manufacture both semi-finished and finished lenses in-house — targeting import substitution
and “Make in India” cred.
👤 Key Managerial Personnel (KMP)
- Tarun Doshi – Managing Director
- Adrata Anil Srivastav – Company Secretary & Compliance Officer
đź“Š FY25 Financials (Standalone)
| Particulars | FY25 | FY24 | Change (%) |
|---|---|---|---|
| Revenue from Operations | â‚ą4,320.8 lakh | â‚ą4,111.0 lakh | +5.1% |
| Other Income | ₹283.5 lakh | ₹9.4 lakh | 🔥 +2915% |
| Total Income | â‚ą4,604.4 lakh | â‚ą4,120.4 lakh | +11.7% |
| EBITDA (approx) | â‚ą1,541.9 lakh | â‚ą1,469.7 lakh | +4.9% (est.) |
| Profit Before Tax (PBT) | â‚ą1,298.9 lakh | â‚ą1,211.9 lakh | +7.2% |
| Net Profit (PAT) | â‚ą958.8 lakh | â‚ą902.3 lakh | +6.3% |
| EPS (Basic/Diluted) | â‚ą3.89 | â‚ą18.76* | Post IPO base |
*EPS drop due to increased share capital post-IPO (share base rose from 1.82 cr to 2.47 cr shares)
🧮 Forward-Looking Fair Value (FV) Estimate
- Trailing EPS: â‚ą3.89
- Assumed P/E Range: 18x – 22x
- Fair Value Estimate: ₹70 – ₹85
- Current CMP: â‚ą82
🔎 Verdict: Stock
