Campus Activewear Ltd (CAMPUS) Q4FY26 Concall Summary - Mar-2026 Qtr
Performance Overview
- The company demonstrated strong performance, achieving a 12.3% year-over-year (YoY) revenue growth, primarily driven by robust performance in its online and distribution channels.
- A key driver of performance was the 7% YoY increase in the Average Selling Price (ASP) to INR 683, attributed to a richer product mix with a higher share of premium sneakers and strong demand in the women and kids categories.
- The sneaker portfolio was a standout performer, delivering over 100% annual growth and contributing significantly to the company's premiumization strategy, supported by an accelerated time-to-market of 80-100 days.
- Management maintained a disciplined approach to capital, resulting in healthy return ratios with a Return on Equity (ROE) of 18.1% and a Return on Capital Employed (ROCE) of 22.4%.
- The company successfully refreshed its brand identity with a new logo to reflect its evolution into a culture-led brand spanning fashion, sports, and lifestyle, which has been well-received by consumers and trade partners.
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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