Smart glasses soft launch in Q4 FY26
First version will allow photo/video capture, meal logging, and AI dialogue with continuous software updates post-launch to build the smart eyewear ecosystem.
LENSKART / guidance tracker
Keep management guidance in view.
Lenskart Solutions · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
expansion
No price increases planned; ASP growth is structural
Management explicitly stated no price increases taken; 7% ASP growth attributed to progressive lens adoption and premium lens mix, not pricing actions.
International margin expansion following India playbook
With 705 stores at 6.1% EBITDA margin vs India's 0.3% at similar store count, international is tracking ahead; supply chain integration in Singapore and UAE driving further improvement.
Growth is top priority, not a margin tradeoff
Management stated they added Rs 10 crore to marketing spend this quarter and are not holding back; structural margin improvements (product margins, operating leverage) are occurring simultaneously with investment.