Campus Activewear Limited has informed the Exchange about Investor Presentation
CAMPUS · price
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Campus Activewear shared its Q1 FY26 earnings presentation, reporting revenue of INR 343.3 Cr, up 1.2% YoY, driven by a 14.5% rise in average selling price to INR 671/pair despite an 11.6% drop in sales volume to 5.1 million pairs. EBITDA grew modestly to INR 55.4 Cr with margins steady at 15.9% (vs 15.8% YoY), but PAT declined 12.6% YoY to INR 22.2 Cr on higher employee and advertising spends. The company remains net cash with INR 140.7 Cr on the books and a strong ROCE of 20.6%. The D2C share of revenue slipped to 44.4% (from 48% in Q1 FY25) as the trade distribution channel rose to 55.6%. Management highlighted growth vectors including product diversification into allied categories, premiumization, geographic expansion into West and South India, and stronger focus on women and kids segments.
A mixed quarter: ASP-led growth and stable EBITDA margins are positives, but the 11.6% volume decline signals soft consumer demand that investors will monitor closely. Strong net cash position and 20.6% ROCE provide balance sheet comfort, while the sequential drop in revenue and profit was attributed to seasonality.