Stockrabit · Analysts
Questions across 2 calls

Mihir Shah

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Lenskart Solutions Limited

Lenskart Solutions Limited CC-Dec25.pdf · 2025-12-01
Hi, Peyush and team. Thank you for taking my question. This is Mihir Shah from Nomura. Firstly, congrats on a good set of numbers. Usually, when one looks at the throughput per store in a metro versus a Tier 1 or Tier 2, there is a materially higher difference between both of those stores. But believe your throughput appears between these, between the metro stores and the Tier 1 does not appear to be much materially very large. Wanted to understand if that is a correct understanding and if so, what is driving higher throughput per store in the Tier 2 stores similar to the ones that is there in the metro stores? So, that is question number one.
Interesting points highlighted, Peyush. Thank you for that. Secondly, I wanted to just check if you can possibly share, what is the average ASP difference for you versus the other players in the international markets like Singapore, Japan, Saudi Arabia. I mean, and maybe even for India, if you can, if you have done some study on what is the average pricing and the differential between you and the other folks? Thank you. And I will come back in the queue for other questions.

Colgate Palmolive (India) Limited

Colgate Palmolive (India) Limited CC-Mar24.pdf · 2024-05-15
Prabha, my first question is on margins actually. Apart from pricing and better mix, you mentioned there is a continuous cost -saving initiative that is improving the margins both on gross and on EBITDA level. How much more juice do you think we have that we can take out from the cost side which can keep taking these margin profiles higher? I'm sure we are quite an efficient Company and I'm sure there is a lot of zero -base budgeting that you guys will do. But for us to understand where the gross margins can really stack at somewhere from 69%, 70% levels maybe in the next few years’ time, where can it really settle down only from the costing side? I understand the premiumization side, but from that side maybe you can help us understand.
Second question, Prabha. I just want a clarification. You mentioned that 9.5% growth rate is a sustainable growth rate that we should assume on overall basis. Is that a correct understanding?