Campus Activewear Ltd

Q4 FY25Consumer Durables

Campus Activewear Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹228

Market cap₹6.7K Cr

P/E43.3

Updated23 Aug 2026

Read4 min read

The short version

The company expects to maintain double-digit volume growth, as achieved this year, driven by strong execution at the distributor and outlet levels. The company expects continued volume and revenue growth, targeting mid-teens percentage growth in total revenue.

From Campus Activewear Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

The company expects to maintain double-digit volume growth, as achieved this year, driven by strong execution at the distributor and outlet levels.
Revenue growth is anticipated to be in the mid-teens percentage range, supported by premiumization, ASP growth, and expansion across channels.
The sneaker portfolio, which grew ~150% in FY25 and contributes about 8.5% of sales, is expected to grow further with new manufacturing capacity coming online.
Distribution channel expansion is a key growth driver, with an aim to add around 1,500 new counters annually and increase wallet share per outlet.
Positive momentum is expected in the North, East, and West regions with some flattish trends in South and Central.

2 more points management made on revenue & sales performance

Profitability & Margins

The company expects continued volume and revenue growth, targeting mid-teens percentage growth in total revenue.
EBITDA margins are projected to improve, with an aspiration to reach a range of 17-19% within the next 1-2 years.
Non-BIS inventory liquidation will marginally impact margins by 20-40 bps in FY26, considered part of normal business costs.
Brand building and marketing spend is expected to remain stable around 8.4-8.5% of sales in FY26, funded by ASP increases without margin erosion.
Operational efficiencies and cost control are anticipated to support margin expansion.
Expansion of sneaker segment (currently 8.5% contribution with 150% growth in FY25) and premium product mix will drive ASP and profitability.

2 more points management made on profitability & margins

See what Campus Activewear Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The company commenced commercial production from its new Haridwar II facility for manufacturing high-quality uppers for sneakers in March 2025.
The Haridwar II facility represents an additional manufacturing capacity that will benefit the company fully in FY26.
The company has invested around INR 21 crore in the Haridwar facility, amortized over 15 years.
There is ongoing investment in leasehold assets including new warehouses: Kulana (chief warehouse for online business), Haridwar II facility, and a raw material warehouse.

2 more points management made on capital expenditure plans

Top-ranked in Consumer Durables

Ranked on what management guided this quarter

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4₹1.7K Cr

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5₹1.7K Cr

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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The company continues to be a debt-free entity as of FY25.
There was no mention of any current or planned debt raising in the FY25 earnings call.
Interest expenses currently come from leases on Right of Use (ROU) assets only, such as warehouses and outlets.
No indications or disclosures about future equity fundraising were made during the call.

2 more points management made on fundraising & capital structure

See what Campus Activewear Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided pages of the document do not contain any information or discussion related to the company's current or expected order book or pending orders. The Q&A and management commentary focus on revenue splits, marketing spends, inventory management, margin guidance, sales channel performance, and competitive landscape, but there is no mention of order book status or pending orders. If you need specific details on order book or pending orders, please share relevant pages or specify if it's mentioned elsewhere in the document.

Campus Activewear Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹456 Cr, net profit ₹44 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Campus Activewe.'s management said in earlier quarters

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Frequently Asked Questions

What were Campus Activewear Ltd Q4 FY25 results?

What is Campus Activewear Ltd share price analysis?

Campus Activewear Ltd currently shows a neutral. The stock trades at a P/E of 43.3 with a market cap of ₹6,676 Cr. Investors should review the full earnings analysis for detailed insights.

Is Campus Activewear Ltd planning capital expenditure?

The company commenced commercial production from its new Haridwar II facility for manufacturing high-quality uppers for sneakers in March 2025.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.