Lenskart Solutions Limited CC-Dec25.pdf · 2025-12-01
Hi, good morning, Peyush and team. This is Vivek from Jefferies. Since this is the first time that we are speaking to you after your listing, my questions may be a bit basic. But the first one is on your comments in your shareholder letter as well as today on the compounding bit with a focus on margins led by, let's say, operating leverage. Of course, you mentioned that. But now that you're listed, how do you manage or ensure that you don't lose sight of the growth and do not overly focus on the margin? So, that's the first question.
Got it, Peyush. That is good to know. Two more questions. The second one is on the GST bit. You have mentioned that there has been an impact in the month of September. A lot of consumer companies have had quantified this impact. Is it possible for you to either quantify what is the impact in September quarter or how October, November, ex of this, once the GST bit settled down, where the numbers are trending? Because you have given some reference to October, November in the shareholder letter.