Campus Activewear Limited (CAMPUS) Earnings Call Transcripts

Campus Activewear Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Campus Activewear Limited reported a revenue growth of 12.3% year-on-year, reaching INR 456 crores, driven by a robust 18.9% increase in online sales. The company's earnings before tax (PAT) improved to INR 44.1 crores, reflecting a PAT margin of 9.6%, up from 8.5% in the previous year. Management maintained a cautious outlook, emphasizing a focus on profitability and strategic expansion, while navigating inflationary pressures and a competitive landscape.

Reported metrics

Guidance from management

Management maintained a focus on profitability and strategic growth, aiming for EBITDA margins in the range of 17% to 19% for FY '27, without providing specific revenue guidance.

What management said

Okay. This price is -- the price which the company realized is, which is our average selling price. And if you're referring to the last slide of the inverter deck and the increase of -- or the movement between different price points, that is a reflection of the corrections in MRP, which happened post the GST change.

Uplaksh, this side. On the [indiscernible] operation, of course, you are aware that for the last 3 years, we have increased our overall focus on marketplace option as compared to the outright business. So the growth levels have been on 3 front, of course, apart from the Flipkart being the biggest partner for us, we have made a lot of improvements in our revenue mix with Amazon, Snapdeal as well as our own brand.com. ...

What analysts pressed on

Analysts expressed concerns about the impact of inflation on consumer demand and the competitive landscape, particularly regarding pricing strategies and market share retention amidst rising costs.

Main topics on the call

• Strong Online Sales Growth — Campus reported an 18.9% growth in online sales, contributing significantly to overall revenue. Management noted, "Our ASP grew by 7% Y-o-Y to INR 683 driven by robust demand for our sneaker range."
• Product Mix and ASP Dynamics — The average selling price (ASP) for Q4 was INR 668, a 1.5% increase year-on-year, impacted by changes in channel mix and GST adjustments. Management explained, "The increase in ASP is a reflection of corrections in MRP, ...
• Capacity Expansion Plans — Management indicated plans to double production capacity by FY '27, with new facilities stabilizing. "Currently, these units are delivering an approximately 200,000 average monthly output which is likely to double by end...
• Brand Refresh Impact — The company successfully launched a new brand logo, which was well-received by consumers and partners. "The brand refresh was important to justify the initiatives and changes that have taken in the brand," management not...

Read the full Campus Activewear Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 Campus Activewear Limited earnings call transcripts on record, spanning August 16, 2022 to August 6, 2026. Based on this history, Campus Activewear Limited reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CAMPUS

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

14

First call

August 16, 2022

Most recent

August 6, 2026

Reporting cadence

quarterly