Stockrabit · Analysts
Questions across 2 calls

Tejas Shah

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Lenskart Solutions Limited

Lenskart Solutions Limited CC-Dec25.pdf · 2025-12-01
Yes. Thanks for the opportunity. This is Tejas Shah from Avendus. First of all, thanks for very detailed newsletter for sharing very, very minute details. First, impressive SSG 15%, all volume-driven. Peyush, you just spoke about that our focus will be on vol ume-driven growth. So, just wanted to know, as a strategy, do you think pricing or premiumization becomes a meaningful lever in medium term? And second, the GST benefit as we kind of pass it on to the customers, just wanted to understand how the category reacts to elasticity when such correction happens. And where does it take our competitive position versus unorganized, in particular?
Very clear. Second, same pin code versus SSG. You mentioned that 20% same pin code growth versus 15% SSG. Now, this 500 bps gap suggests limited cannibalization. But going forward, how should we think about this number? Usually, has it remained this gap in past or has it narrowed down or it expands with all the gen IQ data or expansion that we are doing that it actually kind of plays positively as we go ahead?

LIC Housing Finance Limited