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Daybreak
The Ken
644 episodes
2 days ago
Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
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All content for Daybreak is the property of The Ken and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Show more...
Business News
Business,
News
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Lenskart succeeded where Zomato, Ola stumbled
Daybreak
9 minutes
1 week ago
Lenskart succeeded where Zomato, Ola stumbled

Lenskart is now a public company, and its first real market test just arrived. The shares fell a little over 3% on December 8 as the shareholder lock-in expired, putting the company back in the news and making it a good moment to revisit how it got here. 

Lenskart ended FY25 with a ₹297 crore in profit and nearly 40 % of that now comes from its 656 stores outside India. That global reach is unusual for an Indian consumer brand, especially when others like Zomato and Ola struggled overseas.

The company’s steady expansion strategy has leaned on selective acquisitions, investments and joint ventures. And its real strength is a vertically integrated supply chain that keeps prices tight, speeds up product launches and maintains consistency across markets.

With the stock settling into life post-listing, today, we look back at what built Lenskart’s momentum.

**This episode was first published on Aug 25, 2025

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

Daybreak
Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful. Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.