ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 12.2% growth; core categories up 5% underlying ASP. |
|---|---|
| Margins | EBITDA margins stable at 15.9% despite rising labor costs. |
| Order book | Record orders from distributor meet provide strong seasonal visibility. |
| Demand visibility | Positive festive outlook backed by record July production. |
| Management confidence | Confident, highlighting resilient brand strength and operational efficiency. |
Growth
Revenue grew 12.2% with 11.7% volume growth; PAT surged 17.7% despite temporary ASP dilution from school shoe mix.
Outlook
Management targets mid-double-digit growth for FY27, with ASP expected to recover from Q2 onwards.
Risks
ASP dilution persists due to product mix; inventory build-up ahead of festive season risks working capital stress if demand falters.
Last quarter's promises, checked
Delivered
- Guided 17-19% EBITDA margin → delivered 17.5% (= BEAT)
- Guided Pant Nagar production commencement → delivered 2L pairs/month (= BEAT)
- Guided premiumization/ASP growth → delivered 7% YoY increase to INR 683 (= BEAT)
Partly delivered
- Guided inventory correction → delivered 5-6 day increase in inventory days (= PARTIAL)
Missed
- Guided aggressive retail expansion → delivered steady 300 stores/flat network (= MISS)
Earnings Call Transcript filed with BSE, NSE: CAMPUS. Summary written with AI assistance from the document.
Campus Activewear Ltd: key numbers
- Share price
- ₹199.54
- Market cap
- ₹6,100 Cr
- Revenue (annual)
- ₹1,774 Cr
- Net profit (annual)
- ₹150.1 Cr
- P/E (TTM)
- 38.5×Sector 66.2×
- Promoter holding
- 72.07%-0.01% QoQ
- FII holding
- 5.84%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Campus Activewear Ltd
All →Campus Activewear Earnings Call Transcript: Key Takeaways
Q2 revenue rose 16.9% to ₹452 Cr, but EBITDA margin fell to 13.5% and gross margin dropped to 51.4%. The FY27 17% EBITDA margin target needs a sharp H2 recovery.
Campus Activewear Investor Presentation: Key Takeaways
Q2FY27 revenue Rs 452 Cr (+16.9% YoY), PAT Rs 24 Cr (+21.3%). H1 PAT Rs 50 Cr (+19.4%). EBITDA margin compressed to 13.5% on gross margin decline and inventory build.
Campus Activewear Results Update
Campus Activewear reported a 16.9% YoY revenue increase to ₹452 Crore for Q2FY27. Net profit grew 21.3% to ₹24 Crore, driven by double-digit volume growth.
- Value
- ₹452.0 Cr
- annual assembly capacity
- 31.9 million pairs
Campus Activewear Q2 FY27 Results: Net Profit ₹24.3 Cr, Up 20.9% YoY
Campus Activewear Ltd reported un-audited financial results for the quarter ended September 30, 2026. Revenue from operations reached ₹452.10 Crore with a profit of ₹24.34 Crore.
- Key figure
- Net profit ₹24.3 Cr · +20.9% YoY
Campus Activewear Board Meeting Date
Campus Activewear has scheduled a board meeting for November 5, 2026 to consider unaudited financial results for the quarter and half year ended September 30, 2026. The trading window has been closed since October 1, 2026 and reopens 48 hours after the results.
Campus Activewear Other Announcement
Campus Activewear Ltd has filed its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026.