Key takeaway: On August 6, 2026, Campus Activewear Limited submitted an investor presentation detailing its performance for the quarter ended June 30, 2026. The presentation highlighted a revenue increase of 12.2% year-over-year, reaching INR 385.2 crore, with a profit after tax of INR 26.1 crore, up 17.7% from the previous year. The company reported selling 5.7 million pairs of footwear during the quarter, marking an 11.7% increase. Direct-to-consumer channels contributed 46.1% to revenue, up from 44.4% in the prior year. The presentation also outlined the company's strategic focus on product innovation, an integrated manufacturing ecosystem, and an extensive distribution network across India. Management emphasized the importance of brand recognition and innovative marketing strategies in maintaining competitive advantage. Additionally, the document discussed growth vectors, including premiumization and expansion into new territories.

Key takeaway: On May 25, 2026, Campus Activewear Limited held its Q4 and FY26 earnings conference call, where management reported a 12.3% year-on-year revenue growth, driven by an 18.9% increase in online sales and a 5.5% rise in distribution channels. The average selling price (ASP) grew by 7% to INR 683, attributed to strong demand for sneakers and a healthy product mix. Management highlighted the successful launch of nearly 250 new SKUs and a refreshed brand identity, which was well-received. The company maintained a steady exclusive brand outlet network of 300 stores while focusing on profitability over aggressive expansion. For FY26, operational revenue reached INR 1,774 crores, with a PAT of INR 150.1 crores, reflecting improved margins. Management emphasized disciplined working capital management and a strong balance sheet despite inflationary pressures on raw materials, indicating a commitment to innovation and consumer engagement.

Key takeaway: On May 25, 2026, Campus Activewear Limited submitted an investor presentation detailing its performance for the quarter and fiscal year ending March 31, 2026. The presentation highlighted a revenue increase of 12.3% year-over-year for Q4 FY26, reaching INR 455.6 crore, and an 11.4% increase for FY26, totaling INR 1,774.1 crore. EBITDA for Q4 FY26 was reported at INR 88.5 crore, with a margin of 19.2%, while profit after tax (PAT) was INR 44.1 crore, reflecting a 25.7% increase from the previous year. The company noted a significant contribution from direct-to-consumer channels, which accounted for 48.3% of revenue in Q4 FY26. The presentation also outlined growth vectors, including a focus on premiumization and expansion into new territories. Additionally, the document emphasized the company's strong brand recognition and innovative marketing strategies.

Key takeaway: On February 2, 2026, Campus Activewear Limited held its Q3 FY '26 earnings conference call, where management reported a 14.3% year-on-year increase in revenue and a 37% growth in profit after tax. The growth was attributed to a wider distribution network and a stronger product mix, particularly in the sneaker category, which saw a doubling in volume. The average selling price (ASP) rose by 5.2% to INR 711, driven by a higher saliency of premium products. Management highlighted the successful launch of the 'You Go, Girl' campaign, which improved engagement with female consumers. The company also announced its entry into athleisure apparel, aiming to expand its market presence. Gross margins improved to 53.1%, aided by a higher sneaker mix and operational efficiencies. The management expressed confidence in sustaining growth through disciplined execution and customer-centric innovation.