CAMPUS Q1 FY26 Concall Summary & Key Takeaways (CAMPUS)

CAMPUS Q1 FY26 (Jun-2025 Qtr) Earnings call highlights: Key takeaways, performance, financial metrics, outlook and guidance, concerns and management tone.

Campus Activewear Ltd (CAMPUS) Q1FY26 Concall Summary - Jun-2025 Qtr

Performance Overview

  • Campus Activewear reported revenue of INR 343.3 crores in Q1 FY26, representing a 1.4% YoY growth despite a challenging macro environment and internal transitions.
  • The company navigated two major transitions: stabilizing operations at a new raw material warehouse and implementing SAP.
  • Volume declined by 11.6% YoY due to muted online demand and lower sales of entry-price-point school shoes, slippers, and sandals.
  • ASP increased by 14.7% YoY to INR 671, driven by a focus on premium product sales, especially sneakers.
  • Gross margin expanded by 210 basis points YoY to 55.4% due to a higher share of premium products and cost efficiencies.

Financial Metrics

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Operating Performance / Business Segments

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Key Discussions & Insights

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Outlook and Guidance

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Challenges / Concerns

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Industry / Competitive Landscape

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Overall Summary

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