Lenskart Solutions Limited CC-Dec25.pdf · 2025-12-01
Hi. Thank you so much. A couple of questions from my side. Correct me if my observation is wrong, Peyush. First would be in terms of implied ASP for 2H FY '25, it seems, you know, a high jump from 5,500 sort of a number to 9,000. So, can you just let us kn ow what has led to that? And again, from 2H of FY '25 to 1H of FY '26, if we see there has been a sharp drawdown in terms of ASP from 9,000 to 5,000. That is the first thing. Second question would be, definitely the margins, you know, have been very good in this quarter or maybe you can say in 1H also. But most of it has come on the back of, you know, reduction in the other expenses, which can be attributed to the marketing exp ense. So, going forward, what is the thought process for the marketing expense? Like, can one expect the same momentum to continue? Or like, should we expect maybe a bit increase in the marketing expense, which can dent the margins or maybe like adjust the operating leverage that we would be having as a lever going forward? So, these are the questions from my side.
On the international front, for 2H of FY '25 versus 1H of FY '25 or 1H of FY '26?