Campus Activewear Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Campus Activewear reported robust Q2 FY26 results with 16% revenue growth and 40% PAT surge, led by a 20% distribution channel expansion. Gross margins improved to 53.9%, driving EBITDA margin to 14% and PAT margin to 5.1%. The premium segment (INR 1,500+) significantly increased its share. Management is optimistic, highlighting strong demand post-GST cuts and strategic focus on premiumization, women's category growth (new ambassador Kriti Sanon), and capacity expansion with a new Pant Nagar factory (INR 230 Cr CAPEX over three years). The company aims for double-digit full-year growth and continued margin expansion, maintaining a confident outlook.