CAMPUS ACTIVEWEAR LIMITED

On August 6, 2026, Campus Activewear Limited held its Q1 FY’27 earnings conference call, where management reported a revenue growth of 12.2% and a profit after tax increase of 17.7%. The CEO, Nikhil Aggarwal, highlighted the company's ability to navigate geopolitical uncertainties and inflationary pressures while maintaining stable EBITDA margins of 15.9%. Management noted that an 8% MRP increase was implemented, which led to a 5% increase in average selling price (ASP) in the core Stuck-On category, although this was offset by accounting changes related to Walmart and a strong performance in the school shoes segment. The company also launched a new product line, Elan, and reported strong consumer demand across various categories. Management expressed confidence in sustaining growth and profitability despite challenges, emphasizing a strategic focus on inventory management and market expansion.

Management emphasized strong performance and strategic initiatives despite external challenges.