Campus Activewear Ltd (NSE:CAMPUS)
₹ 218.4 -1.55 (-0.7%) Market Cap: 66.76 Bil Enterprise Value: 67.84 Bil PE Ratio: 43.42 PB Ratio: 7.37 GF Score: 86/100

Q3 2025 Campus Activewear Ltd Earnings Call Transcript

Feb 11, 2025 / 11:30 AM GMT
Release Date Price: ₹262.3 (-4.95%)

Key Points

Positve
  • Campus Activewear Ltd (BOM:543523) achieved its highest ever quarterly revenues of INR 514.8 crore, driven by an aggressive distribution strategy and increased online sales.
  • The company reported a 9.1% revenue growth in Q3 FY25, supported by a 116% growth in the sneaker category and a new multimedia marketing campaign.
  • Campus Activewear Ltd expanded its reach by adding 6 new stores, bringing the total to 290 exclusive brand outlets (EBOs) across India.
  • The EBITDA margin improved by 440 basis points to 16.6%, reflecting better working capital management and lower provisioning.
  • The company completed its CapEx for the sole manufacturing unit and anticipates the completion of its Hari facility, which will enhance production capacity for sneakers.
Negative
  • Gross margin slightly declined to 51.2% from 51.4% due to raw material price inflation.
  • The average selling price (ASP) dropped by 1% year-on-year, influenced by a higher saliency of accessories and socks.
  • The liquidation of non-moving BIS inventory impacted gross margins by 20 to 40 basis points.
  • The revenue mix showed a slight decline in the women's and children's categories, with men's sneakers driving higher sales.
  • The company faced challenges in maintaining guidance targets, with revenue growth and ASP not meeting earlier projections.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CAMU.NS - Campus Activewear Ltd
Q3 2025 Campus Activewear Ltd Earnings Call
Feb 11, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the campus active Air Limited. 23 and 9 months FY25 earnings conference call.

As a reminder, all participant lines will be in the lesson only more, and that will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing and then 0 on your touchstone phone.

Before we proceed on this call, let me remind you that the discussion may contain forward-looking statements that may involve known or unknown risks, uncertainties, and other factors.

It must be viewed in conjunction with our businesses that could cause future results, performance, or
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