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    Yash Optics & Lens Ltd

    Mumbai-based manufacturer, trader and distributor of spectacle/optical lenses, sold under proprietary brands (Lustraa, Optus, Seto) and as India's exclusive distributor for HOYA's Pentax and Rodenstock's Optovision lenses.

    Consumer Durables
    Consumer Discretionary

    Overview

    Price

    Market Cap

    ₹278 Cr

    Sector

    Consumer Durables

    Consumer Discretionary

    Rank

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital00018252525
    Reserves4111912666975
    Borrowings64112515105
    Other Liabilities294571411
    Total Liabilities12243461112118115
    AssetsFixed Assets04819303842
    CWIP000632122
    Investments0000000
    Other Assets12202635795851
    Total Assets12243461112118115

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating-08-12-12610
    Cash from Investing-0-5-8-19-37-7
    Cash from Financing0-2103131-3
    SummaryCapital Expenditure
    Free Cash Flow-03-20-25-6-24
    FCF Margin

    Valuation

    Assumptions

    Current — YASHOPTICS
    Price
    ₹112
    EPS (TTM)
    ₹6.20
    PE (TTM)
    18.1
    Profit growth

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (8.4×) and current (18.1×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹112
    vs
    Fair value · 15% return
    ₹34
    69%Overvalued

    At 10% growth and a 8× exit, ₹112 only delivers your return if you pay ₹34. The price is currently baking in 36% growth.

    EPS grows 10%/yr for 5 years, then fades to 6% over 2, exits at 8×.

    YearGrowthEPS (₹)
    FY2710.0%6.82
    FY2810.0%7.50
    FY2910.0%8.25
    FY3010.0%9.08
    FY3110.0%9.99
    FY328.0% ·fade10.78
    FY336.0% ·fade11.43

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

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