Campus Activewear Limited — Investor Meet, 11-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Campus Activewear reported a strong start to FY27 with 12.2% revenue growth and 17.7% PAT growth, maintaining EBITDA margins at 15.9%. Volume increased 11.7%, overcoming temporary ASP dilution from an accounting change and product mix. The company successfully implemented an 8% MRP hike, fully absorbing raw material inflation and labor cost increases. Management projects mid-double-digit growth for FY27, targeting 6-7% ASP improvement from Q2. Strategic priorities include premiumization, women's/kids' segments, and new brand Elan. Campus plans 90-100 new stores and expects 30% sneaker portfolio growth, confident in achieving 17-19% full-year EBITDA margins.