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Earnings Call

Campus Activewear Earnings Call: Key Takeaways

Campus Activewear reported strong Q4 FY26 results with Revenue at ₹455.6 Cr (+12.3% YoY) and PAT at ₹44.1 Cr (+25.8% YoY), driven by D2C expansion and premiumization.

Why this was an Alfa AlertNot a filter event. Results are strong but do not meet the 10% beat over management's own explicit guidance threshold.
Highlights
Revenue growth11.4% YoY for FY26.
MarginsEBITDA margin improved to 17.5% in FY26 from 16.1%.
Demand visibilityStrong, driven by sports and athleisure trends.
Management confidenceHigh, emphasizing 'Business MOAT' and vertical integration.

Growth

FY26 revenue grew 11.4% to ₹1774.1 Cr; PAT increased 23.8% to ₹150.1 Cr. ASP rose 6.9% to ₹683.

Outlook

Focus on Western/Southern India expansion, premiumization, and apparel segment diversification. ROCE targets approximately 22.4%.

Risks

Mention of industry competition and maintaining 120-180 day product cycle efficiency.

Source

Earnings Call filed with NSE, NSE: CAMPUS. Summary written with AI assistance from the document.

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Campus Activewear Ltd: key numbers

Share price
₹209.99
Market cap
₹6,419 Cr
Revenue (annual)
₹1,774 Cr
Net profit (annual)
₹150.1 Cr
P/E (TTM)
41.7×Sector 67.6×
Promoter holding
72.08%-0.02% QoQ
FII holding
6.03%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Campus Activewear received an ESG rating of 61 from CRISIL ESG. The rating was determined independently based on public information.