Consumer Durables
Valuation | |
|---|---|
| Market Cap | 8.22 kCr |
| Price/Earnings (Trailing) | 58.24 |
| Price/Sales (Trailing) | 4.71 |
| EV/EBITDA | 27.65 |
| Price/Free Cashflow | 48.85 |
| MarketCap/EBT | 43.04 |
| Enterprise Value | 8.38 kCr |
Fundamentals | |
|---|---|
Growth & Returns | |
|---|---|
| Price Change 1W | 8.7% |
| Price Change 1M | 3.1% |
| Price Change 6M | 2.3% |
| Price Change 1Y | -3.1% |
| 3Y Cumulative Return | -10% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -154.58 Cr |
| Cash Flow from Operations (TTM) |
| Revenue (TTM) |
| 1.75 kCr |
| Rev. Growth (Yr) | 14.6% |
| Earnings (TTM) | 140.98 Cr |
| Earnings Growth (Yr) | 37% |
Profitability | |
|---|---|
| Operating Margin | 10% |
| EBT Margin | 10% |
| Return on Equity | 15.59% |
| Return on Assets | 8.08% |
| Free Cashflow Yield | 2.05% |
| Cash Flow from Financing (TTM) | -84.69 Cr |
| Cash & Equivalents | 10.13 Cr |
| Free Cash Flow (TTM) | 176.03 Cr |
| Free Cash Flow/Share (TTM) | 5.76 |
Balance Sheet | |
|---|---|
| Total Assets | 1.53 kCr |
| Total Liabilities | 738.15 Cr |
| Shareholder Equity | 793.69 Cr |
| Current Assets | 938.89 Cr |
| Current Liabilities | 533.38 Cr |
| Net PPE | 485.08 Cr |
| Inventory | 497.8 Cr |
| Goodwill | 0.00 |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.11 |
| Debt/Equity | 0.21 |
| Interest Coverage | 6.7 |
| Interest/Cashflow Ops | 12.75 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 1 |
| Dividend Yield | 0.37% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.30% |
Momentum: Stock price has a strong positive momentum. Stock is up 3.1% in last 30 days.
Smart Money: Smart money has been increasing their position in the stock.
Size: Market Cap wise it is among the top 20% companies of india.
Balance Sheet: Strong Balance Sheet.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: Underperforming stock! In past three years, the stock has provided -10% return compared to 12.8% by NIFTY 50.
Momentum: Stock price has a strong positive momentum. Stock is up 3.1% in last 30 days.
Smart Money: Smart money has been increasing their position in the stock.
Size: Market Cap wise it is among the top 20% companies of india.
Balance Sheet: Strong Balance Sheet.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: Underperforming stock! In past three years, the stock has provided -10% return compared to 12.8% by NIFTY 50.
Investor Care | |
|---|---|
| Dividend Yield | 0.37% |
| Dividend/Share (TTM) | 1 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 4.62 |
Financial Health | |
|---|---|
| Current Ratio | 1.76 |
| Debt/Equity | 0.21 |
Technical Indicators | |
|---|---|
| RSI (14d) | 67.76 |
| RSI (5d) | 77.76 |
| RSI (21d) | 57.37 |
| MACD Signal | Buy |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Sell |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal |
Summary of Campus Activewear's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Management's outlook for Campus Activewear Limited is optimistic, projecting continued growth driven by robust distribution strategies and increased product appeal in high-growth categories. In Q2 FY '26, the company recorded a 16% year-over-year revenue growth, with profit after tax surging by 40%. A significant contributor to this was a 20% increase in their distribution business.
Key forward-looking points include:
Expansion Plans: Management plans to invest in a new factory in Pant Nagar to enhance premium upper capacity, which is pivotal for their premium segment where the average selling price grew by INR 50 to INR 672.
Distribution Strength: They anticipate that recent GST rate reductions will stimulate demand and strengthen the organized sector, resulting in sustained growth in their premium segment and overall revenues.
Product Strategy: The launch of actor Kriti Sanon as the face of the women's category aims to enhance product innovation tailored for women, aligning with a broader strategy to capture diverse demographics.
Sales Growth: Despite challenges from GST reforms causing a temporary demotion in sales, the management highlighted a resilient expectation of growth, driven by strong inventory management and promotional marketing.
Financial Metrics: In Q2 FY '26, gross margins improved to 53.9%, supported by better product mix and price corrections, while EBITDA reached INR 55 crores with a margin of 14%.
Capacity and Inventory Management: The company has maintained a 3-month inventory cycle, with significant room to increase sales volume as market conditions stabilize and improve.
Overall, management is confident about achieving double-digit growth for the full year and remains focused on enhancing shareholder value through strategic investments and operational efficiencies.
Understand Campus Activewear ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| HARI KRISHAN AGARWAL | 55.86% |
| NIKHIL AGGARWAL | 12.03% |
| HKV SERVICES PRIVATE LIMITED | 3.98% |
| MIRAE ASSET GREAT CONSUMER FUND | 3.03% |
| FIDELITY FUNDS - INDIA FOCUS FUND | 2.82% |
| DSP SMALL CAP FUND | 2.32% |
| MOTILAL OSWAL SMALL CAP FUND | 2.27% |
Detailed comparison of Campus Activewear against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| PAGEIND | Page Industries | 39.75 kCr | 5.16 kCr | +0.80% | -22.20% | 52.02 | 7.81 | - | - |
| BATAINDIA | Bata India | 10.95 kCr | 3.52 kCr |
Comprehensive comparison against sector averages
CAMPUS metrics compared to Consumer
| Category | CAMPUS | Consumer |
|---|---|---|
| PE | 58.91 | 58.48 |
| PS | 4.76 | 4.41 |
| Growth | 11.7 % | 3.6 % |
Campus Activewear Limited engages in the manufacture, trading, distribution, and sale of sports and athleisure footwear and accessories for men, women, and kids and children in India and internationally. It offers footwear for fitness, exercising, walking, light sports activities, etc.; casual shoes, sandals, slippers, etc. under the CAMPUS brand name. The company distributes its products through multi-brand outlets, e-commerce platforms, and exclusive brand outlets, as well as retail and wholesale networks. Campus Activewear Limited was founded in 2005 and is based in Gurugram, India.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
| Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
CAMPUS vs Consumer (2023 - 2026)
Q1: "Did you face any growth impact due to channel focus on clearance of higher price inventory?"
Answer: Yes, we experienced a disruption of about 15 days in September after the GST cut announcement. Despite this, we delivered a volume growth of 7.5% for the quarter, suggesting that we were well-positioned to handle the situation.
Q2: "Do you see channel inventory at below normal levels for faster growth in Q3?"
Answer: We anticipate that the GST benefits will create better demand. We have geared up our inventory at both the company and distribution levels, positioning ourselves to capitalize on any demand surge as the market opens.
Q3: "Any data on shelf space allocation for organized brands post GST reduction?"
Answer: We have reduced prices to reflect GST benefits. This should ultimately expand sales for organized brands like ours. Our strategy includes capacity expansion aligned with anticipated volume growth.
Q4: "Can you clarify the situation regarding changes in online sales volumes?"
Answer: Yes, the absolute volumes declined mainly due to the shift in Big Billion Days sales. We expect our marketing spend this quarter will yield benefits in Q3, and overall, we anticipate better margins due to contained advertisement expenses.
Q5: "What is the approach to the women's and kids' segments?"
Answer: We are actively focusing on both. The women's category has increased its revenue contribution to 16.2%. Innovations and NPDs in these segments, alongside our brand ambassador Kriti Sanon, are strategies to boost growth significantly.
| NIPPON LIFE INDIA TRUSTEE LTD- A/C NIPPON INDIA SMALL CAP FUND | 1.27% |
| CHARU GOEL | 0.23% |
| PRERNA AGGARWAL | 0% |
| HNA SERVICES PRIVATE LIMITED | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
| -10.00% |
| -37.80% |
| 64.17 |
| 3.11 |
| - |
| - |
| RELAXO | Relaxo Footwears | 9.28 kCr | 2.69 kCr | -7.80% | -30.20% | 55.29 | 3.45 | - | - |
| ABFRL | Aditya Birla Fashion and Retail | 8.65 kCr | 10.11 kCr | -8.50% | -75.00% | -15.61 | 0.86 | - | - |
| LUXIND | LUX Industries | 3 kCr | 2.77 kCr | -5.30% | -37.60% | 23.62 | 1.08 | - | - |
| 29 |
| 20 |
| Depreciation and Amortization | 4.2% | 75 | 72 | 71 | 53 |
| Other expenses | 5% | 463 | 441 | 399 | 283 |
| Total Expenses | 8.3% | 1,444 | 1,333 | 1,330 | 1,025 |
| Profit Before exceptional items and Tax | 37% | 164 | 120 | 157 | 172 |
| Total profit before tax | 37% | 164 | 120 | 157 | 172 |
| Current tax | 21.6% | 46 | 38 | 48 | 41 |
| Deferred tax | 45.6% | -3.42 | -7.13 | -8.96 | 22 |
| Total tax | 40% | 43 | 31 | 39 | 63 |
| Total profit (loss) for period | 36.4% | 121 | 89 | 117 | 109 |
| Other comp. income net of taxes | -31.7% | -0.33 | -0.01 | 0.03 | 0.58 |
| Total Comprehensive Income | 36.4% | 121 | 89 | 117 | 109 |
| Earnings Per Share, Basic | 53.7% | 3.97 | 2.932 | 3.85 | 3.57 |
| Earnings Per Share, Diluted | 54% | 3.97 | 2.928 | 3.84 | 3.57 |
| Debt equity ratio | 0% | 0 | 004 | 033 | 041 |
| Debt service coverage ratio | 0% | 0.0338 | 0.0336 | 0.0249 | 0.0356 |
| Interest service coverage ratio | 1.7% | 0.1078 | 0.0928 | 0.0894 | 0.1246 |
| -74.4% |
| 21 |
| 79 |
| 16 |
| 20 |
| 15 |
| 17 |
| Total non-current assets | 1.4% | 593 | 585 | 443 | 433 | 444 | 428 |
| Total assets | 17.4% | 1,532 | 1,305 | 1,208 | 1,097 | 1,171 | 1,176 |
| Borrowings, non-current | - | 0 | 0 | 16 | 19 | 22 | 26 |
| Total non-current financial liabilities | -7.4% | 190 | 205 | 165 | 156 | 166 | 161 |
| Provisions, non-current | 10% | 12 | 11 | 9.69 | 8.87 | 7.92 | 7.41 |
| Total non-current liabilities | -6.8% | 205 | 220 | 177 | 169 | 173 | 169 |
| Borrowings, current | - | 165 | 0 | 33 | 5.4 | 145 | 155 |
| Total current financial liabilities | 68.4% | 491 | 292 | 316 | 250 | 386 | 433 |
| Provisions, current | 4.3% | 2.22 | 2.17 | 2.34 | 1.8 | 1.32 | 1.02 |
| Current tax liabilities | -146.9% | 0 | 3.13 | 0 | 6.62 | 3.05 | 3.46 |
| Total current liabilities | 62.2% | 533 | 329 | 337 | 276 | 405 | 455 |
| Total liabilities | 34.5% | 738 | 549 | 515 | 445 | 578 | 624 |
| Equity share capital | 0% | 153 | 153 | 153 | 153 | 153 | 152 |
| Total equity | 4.9% | 794 | 757 | 693 | 652 | 592 | 552 |
| Total equity and liabilities | 17.4% | 1,532 | 1,305 | 1,208 | 1,097 | 1,171 | 1,176 |
| -23.4% |
| Repayments of borrowings | -26% |
| Payments of lease liabilities | 4.5% |
| Dividends paid | - |
| Interest paid | -27.3% |
| Net Cashflows from Financing Activities | 55.7% |
| Net change in cash and cash eq. | -45% |