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Earnings Call

Campus Activewear Earnings Call: Key Takeaways

Campus Activewear reported solid double-digit growth for FY26, driven by premiumization and online channel strength, despite inflationary raw material headwinds and BIS regulatory transitions.

Why this was an Alfa AlertNot a filter event. Results were in line with historical trends and previously stated targets.
Highlights
Revenue growthFY26 revenue up 11.4% YoY; Q4 up 12.3% YoY.
MarginsEBITDA margin improved 145bps YoY to 17.5% in FY26.
Order bookDistribution order book closed over 100% of targets through September.
Demand visibilityStrong start to Q1 FY27; sneaker demand remains robust.
Management confidenceConfident, focusing on premiumization and brand identity refresh via new logo.

Growth

FY26 revenue grew 11.4% YoY to ₹1,774cr, with ASP rising 7% to ₹683 due to a higher sneaker mix.

Outlook

Sneaker production capacity at Pantnagar to double by end of FY27; guiding 17-19% EBITDA margin range.

Risks

Substantial raw material inflation in EVA/PU and minimum wage hikes necessitated price increases, potentially impacting volume elasticity.

Source

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

Read the document ↗

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.