Campus Activewear Ltd (NSE:CAMPUS)

Q4 2025 Campus Activewear Ltd Earnings Call Transcript

May 29, 2025 / 11:30 AM GMT

Release Date Price: ₹285.35 (-0.83%)

Transcript

Key Points

Positve

Campus Activewear Ltd (BOM:543523) achieved a 10% year-over-year revenue growth, reaching INR 1,593 crores, driven by higher volumes and strategic distribution expansion.
The company launched over 250 new styles for men, women, and children, enhancing its product offerings and catering to diverse consumer needs.
Gross margin improved by 20 basis points to 52.3%, attributed to procurement and production efficiencies.
The sneaker portfolio experienced a significant growth of 150% compared to the previous year, indicating strong consumer demand.
Campus Activewear Ltd expanded its retail footprint with 30 new stores, increasing the total EPO count to 296 across India.

Negative

Despite the premiumization of products, the average selling price (ASP) declined due to a higher mix of open footwear and accessories.
The company faced challenges in liquidating non-BIS inventory, which is expected to impact margins by 20 to 40 basis points in the coming year.
There was a slight decrease in PAT margin from 8.9% to 8.5% due to higher depreciation from impairment of DIP lines.
The online sales volume growth was modest at 6-7%, indicating potential challenges in accelerating this channel.
The company anticipates continued margin pressure due to the liquidation of slow-moving inventory and non-BIS stock.

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

CAMU.NS - Campus Activewear Ltd
Q4 2025 Campus Activewear Ltd Earnings Call
May 29, 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 Limited Q4 and 25 earnings conference call. As a reminder, all participant lines will be in the lesson only mode, and there 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 on your touchtone 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 achievement to differ significantly from what is expressed

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