Campus Activewear Limited has informed the Exchange about Transcript
CAMPUS · price
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Campus Activewear reported strong Q4 FY26 results with revenue of ₹456 crores (12.3% YoY growth) and full-year FY26 revenue of ₹1,774 crores (11.4% growth). The company sold approximately 26 million pairs during FY26 with average selling price growing 7% YoY to ₹683. Gross margins improved 120 basis points to 53.5% in FY26, while EBITDA margin stood at 17.5% for the year with PAT margin at 8.4%. The sneaker portfolio grew over 100% YoY, and the company took calibrated price increases to offset raw material inflation (particularly EVA and PU) which management believes has peaked. Online channel growth accelerated to 18.9% while distribution grew 5.5%. Manufacturing capacity at Pantnagar and Paonta Sahib is at 2 lakh pairs/month and expected to double by FY27. The company maintains a strong balance sheet with RoE of 18.1% and RoCE of 22.4%.
The company's focus on premiumization, sneaker growth, and disciplined cost management has led to margin improvement and market share gains. While management avoided giving specific FY27 guidance citing macroeconomic uncertainties, they indicated confidence in maintaining the 17-19% EBITDA margin band despite raw material pressures. The expected capacity doubling and store expansion plans (60-70 new EBOs) suggest continued growth momentum.