Campus Activewear Limited — PPTs, 11-11-2024: Investor Presentation

**Financial Highlights:**

Campus Activewear reports Q2 FY25 revenue from operations at ₹333.3 Cr, marking a 28.9% increase from ₹258.7 Cr in Q2 FY24. EBITDA rose significantly to ₹41.6 Cr (12.5% margin) compared to ₹24.9 Cr (9.6% margin) in the same period last year. Profit after tax also saw a substantial uptick, reaching ₹14.3 Cr (4.3% margin) versus just ₹0.3 Cr (0.1% margin) in Q2 FY24. The total volume sold increased to 5.4 million pairs from 3.9 million pairs year-on-year.

**Strategic Initiatives and Growth Drivers:**

The company is enhancing its omnichannel experience, expanding its retail network to over 23,000 points across 650 cities. Continued premiumization and product diversification efforts will be pivotal, targeting growing segments in sports and athleisure categories. The brand remains agile through its integrated supply chain and effective marketing strategies.

**Business Developments:**

During Q2 FY25, Campus launched 85 new designs, bolstering its product portfolio. The omnichannel strategy is driving demand, evident in 48.1% revenue contribution from direct-to-consumer channels.

**Market Position and Competitive Advantage:**

As India's leading sports and athleisure footwear brand, Campus leverages strong brand recognition and innovative marketing strategies. The focus on product innovation keeps the inventory fresh and appealing to a growing health-conscious consumer base.

**Investor Implications:**

With a solid performance and strategic growth strategy, Campus has a positive outlook. Its positioning in a fast-growing footwear market, paired with a solid foundation of operational efficiencies, suggests considerable long-term value for investors. Keep a close watch on its expansion efforts and market trends that may influence performance.