CAMPUSNSECampus Activewear LimitedMediumNeutral
Announced Mon, 25 May · 15:41 IST

Campus Activewear Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

CAMPUS · price

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

Price reaction · full curve 14 horizons · vs prior close
+8.2%1-day move
₹233.20
prior close
₹240.40
base price
After-mkt
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+1.8+3.9+5.9+5.5+8.2+7.3+7.8+7.4+8.6+3.8-0.2-0.3-6.0
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AI summary

Campus Activewear reported strong Q4 FY26 results with revenue of INR 455.6 Cr (up 12.3% YoY) and full-year FY26 revenue of INR 1,774.1 Cr (up 11.4% YoY). The company achieved volume growth of 10.6% YoY in Q4 (6.8 million pairs) with average selling price at INR 668 per pair. EBITDA margin improved to 19.2% in Q4 and 17.5% for FY26, while PAT margin expanded to 9.6% in Q4 and 8.4% for FY26. Direct-to-Consumer channel now contributes 48.3% of revenue, up from 44.8% YoY. Working capital efficiency improved with working capital days declining from 37 to 31. Return on Capital Employed stood at 22.4% for FY26. The company is focusing on premiumization, product diversification into apparel, omni-channel expansion, and regional penetration in Western and Southern India.

Likely market impact

The margin improvement and strong revenue growth indicate operational efficiency gains and pricing power. The shift toward D2C channels and premium products should support better margins going forward. The company maintains a net cash position (Net Debt/EBITDA at 0.1x) providing financial flexibility.