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Earnings Call

Campus Activewear Earnings Call: Key Takeaways

Campus Activewear reported strong Q4/FY26 results with 11.4% FY revenue growth and 17.5% EBITDA margins, driven by premiumization and online growth.

Why this was an Alfa AlertNot a filter event. Results and margins are within or meeting previously guided ranges (17-19% EBITDA).
Highlights
Revenue growth11.4% YoY for FY26; 12.3% YoY for Q4.
MarginsFY26 EBITDA margin improved 145bps to 17.5%.
Order bookAOP alignments with distributors 100% concluded until September.
Demand visibilityPositive start in April; strong order booking through September 2026.
Management confidenceStrong confidence in market share gains despite inflationary pressures.

Growth

FY26 Revenue grew 11.4% to ₹1,774cr; PAT grew to ₹150.1cr (8.4% margin). Q4 revenue grew 12.3%.

Outlook

EBITDA margin guidance of 17-19%; plans to open 60-80 stores in FY27; doubling Pant Nagar output by FY27.

Risks

Input cost inflation in EVA/PU and minimum wage hikes; geopolitical uncertainties affecting raw material supply.

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.