Campus Activewear Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Campus Activewear reported Q1 FY27 revenue growth of 12.2%, volume growth of 11.7%, EBITDA margin of 15.9%, and profit after tax growth of 17.7%. Management attributed the results to an 8% MRP increase implemented from April 2026, a roughly 50% year-on-year jump in school shoes revenue, and an accounting change in Walmart-related revenue treatment for Flipkart and Myntra. The company also highlighted its highest-ever Q1 production, the launch of the Elan by Campus brand, a new logo, and continued transition of franchise stores to an SOR model.
Campus Activewear reported Q4 FY26 revenue growth of 12.3% year-on-year to Rs 456 crores, driven by 18.9% growth in the online channel and 5.5% growth in distribution, alongside a full-year FY26 revenue of Rs 1,774 crores, up 11.4%. Management described gross margin, EBITDA margin and PAT margin improvements for both the quarter and the full year, along with commentary on raw material inflation, price increases taken in April, and continued expansion of sneaker manufacturing capacity at Pantnagar and Haridwar. Management also discussed a brand logo refresh completed during the year and plans to resume opening new exclusive brand outlets in FY27.