CAMPUSNSECampus Activewear LimitedMediumNeutral
Announced Tue, 3 Jun · 11:06 IST

Campus Activewear Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementMgmt Evaded Key QuestionInvestor Communications View source PDF

CAMPUS · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Campus Activewear reported FY25 operational revenue of INR 1,593 crores, up 10% year-on-year, with volume growth of 12.3% to 24.9 million pairs sold. Q4 revenue grew 11.5% to INR 406 crores, while full-year EBITDA margin expanded 120 basis points to 16.1% and PAT grew 36% to INR 121.2 crores. Gross margin improved 20 bps to 52.3%, and working capital days reduced sharply from 92 to 71. The sneaker portfolio grew 150% and now contributes 8.5% of volumes, supported by the new Haridwar II facility which began commercial production in March 2025. Revenue mix stands at 52% distribution, 38% online, and 10% retail, with 30 new exclusive brand outlets added taking the total to 296. The company remains debt-free with ROCE of 22.3% and ROE of 17.2%, and SAP went live in early April to support operations.

Likely market impact

Positive for shareholders — double-digit revenue and profit growth, margin expansion, debt-free status, and strong returns signal operational momentum. Management reiterated its 17–19% EBITDA margin aspiration and expects BIS-driven industry tailwinds to benefit organised players like Campus, supporting continued earnings growth in FY26.