Campus Activewear Ltd

- The transcript on page 11 and other pages provided does not mention any plans for current or future fundraising through debt or equity. - There are no statements or indications from management regarding raising capital via new debt issuance or equity offerings. - The focus of the discussion is primarily on operational performance, distribution expansion, product categories, and margin management. - If the user needs more details, the Investor Relations contact provided is ird@campusshoes.com for any further queries.

The transcript does not explicitly mention any current or future capex, capital investments, or strategic investments by Campus Activewear. However, the following related points indicate investment activities: - Expansion of Exclusive Brand Outlets (EBOs) with 13 new stores added in Q1 FY25 (7 company-owned, 6 franchisee-owned), totaling over 275 stores. - Strengthening of Pan India distribution network with addition of super stockists and 8 new distributors. - Investment in performance marketing to drive growth on marketplaces. - Efforts to enhance sales team and distribution in the southern regional market, including new distributors and enrolled stores. - Strategic focus on growing sneakers, women’s and kids’ categories, implying ongoing product portfolio investment. No specific capex figures or detailed future strategic investments were disclosed in the call.

- Campus Activewear expects demand to rebound post-monsoon with momentum from the festive season. - The sports and athleisure category is anticipated to grow in lower double digits for FY25. - Volume growth is expected to continue, supported by distribution expansion and new product launches. - Market share gains are targeted, especially as demand conditions normalize. - Growth in open footwear, sneakers, women, and kids categories is seen as key levers. - Online marketplace segment has shown strong growth, and offline channels including EBOs and LFS are being expanded. - Retail footprint expansion continues with 13 new EBO stores added and more distributors onboarded. - ASPs are expected to stabilize after a seasonal dip due to heatwave-driven open footwear sales. - Overall, the company is optimistic about growth in sales, revenue, and volumes through strategic channel expansion and product portfolio diversification.

- Campus Activewear anticipates a demand resurgence post-monsoon and additional momentum from the festive season. - The company expects to sustain double-digit category growth for FY25, driven by the fast-growing sports and athleisure segment. - Despite current market challenges, management aims to return to normalized higher EBITDA margins, targeting the 17-18% range seen previously. - Volume growth is expected to continue with distribution expansion and higher market penetration, especially in under-penetrated South and West regions. - The sneakers category, growing at 120%, along with women and kids segments, are key growth levers. - B2B online business is expected to stabilize, supporting revenue and profitability. - ASP (average selling price) declines due to open footwear sales are viewed as seasonal; ASPs are expected to normalize. - Overall, management is confident in improving margins and earnings as demand conditions normalize and operational efficiencies improve.

The transcript provided does not explicitly mention details about the current or expected order book or pending orders for Campus Activewear. However, relevant points that can be inferred regarding demand and order trends include: - Campus reported a volume growth of 3% YoY in Q1 FY25, selling approximately 5.8 million pairs of shoes. - The company experienced strong demand in the open footwear category, with higher-than-expected uptake managed via an agile supply chain. - New store additions (13 EBOs) and enhanced distribution network including new LFS accounts and distributors indicate ongoing order inflows. - The management expects growth momentum to continue post-monsoon and into the festive season. - Supply chain and production have been calibrated in line with current demand, indicating controlled order fulfillment. No explicit figures or order backlog details are disclosed in the transcript.