Campus Activewear Ltd
Campus Activewear Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Marketplace growth is expected to continue strongly, leveraging partnerships with Amazon, Flipkart, Myntra, and others, with no slowdown anticipated despite competition and complexities. Campus Activewear is focused on long-term growth, driven by expanding distribution, accelerating online channels, and enhancing product mix.
From Campus Activewear Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Marketplace growth is expected to continue strongly, leveraging partnerships with Amazon, Flipkart, Myntra, and others, with no slowdown anticipated despite competition and complexities.
- Sneaker portfolio growth remains a big priority, with capacity expansions planned to increase monthly production up to 8-9 lakh pairs, supporting potential 60-70% growth in FY27.
- New product launches (~250 SKUs in FY26) and premiumization trend are expected to drive demand and richer product mix.
- Distribution network is solid with plans to open 60-80 new exclusive brand outlets this year, expanding retail presence.
- Brand refresh and new logo launch aim to enhance brand positioning, consumer perception, and long-term growth.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Campus Activewear Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Last year’s CAPEX was higher due to the acquisition of the Pant Nagar facility.
- Going forward, CAPEX will return to normal levels, covering routine plant maintenance, molds, EBO store additions, and IT infrastructure.
- Over the next three years, CAPEX will be incurred to expand the Pant Nagar facility, including adding assembly lines.
- The company aims first to optimize utilization of the existing Pant Nagar facility before significant new CAPEX.
- For store expansion, opening 60-80 new stores is planned, with CAPEX applicable mainly to COCO stores (~40% of new stores).
2 more points management made on capital expenditure plans
Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Campus Activewear Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company recently concluded its annual distribution meet with top distributor, franchisee, and online partners.
- They received a very encouraging set of orders at the meet, which represent a 4-month forward order book.
- The Annual Operating Plan (AOP) alignments with distributor partners have been completed till September.
- The company has achieved over 100% of the total order booking till September, excluding April revenue already recognized.
2 more points management made on order book & pipeline
Campus Activewear Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹456 Cr, net profit ₹44 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Campus Activewe.'s management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Campus Activewear Ltd Q4 FY26 results?
Marketplace growth is expected to continue strongly, leveraging partnerships with Amazon, Flipkart, Myntra, and others, with no slowdown anticipated despite competition and complexities. Campus Activewear is focused on long-term growth, driven by expanding distribution, accelerating online channels, and enhancing product mix.
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?
Last year’s CAPEX was higher due to the acquisition of the Pant Nagar facility.
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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.