CAMPUS Q4 FY26 Guidance vs Delivery (CAMPUS Management Mirror)

Did CAMPUS's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Campus Activewear Ltd (CAMPUS) Q4FY26 Management Mirror - Mar-2026 Qtr

Revenue & Margin Outlook

In the Mar'26 Qtr, management reaffirmed its aspirational EBITDA margin band of 17% to 19%, anticipating that raw material inflation has peaked and will yield second-half benefits alongside recent price hikes. This aligns with prior expectations from the Sep'25 Qtr and Dec'25 Qtr, which projected structural margin improvements driven by premiumization and targeted full-year gross margin expansion. [Status: Reaffirmed]

4 more themes on the ELITE plan.