• Event Type: Q2 and H1 FY'27 Earnings Conference Call held on Thursday, 05th November 2026.
  • Date and Time: The call was held on 05th November 2026 (time not specified in the transcript).
  • Purpose: Discussion of quarterly results and strategic business updates for Q2 and H1 FY'27.
  • Management Participants: Mr. Nikhil Aggarwal (Chief Executive Officer), Mr. Uplaksh Tewary (Chief Operating Officer), and Mr. Rakesh Thakur (Chief Financial Officer).
  • Availability of Materials: The transcript of the investor call is available on the Company's website at www.campusactivewear.com and was filed with the exchanges pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015.
  • UPSI Statement: The company included standard forward-looking statement disclaimer noting that discussions may contain forward-looking statements involving known and unknown risks and uncertainties.

Financial Highlights Discussed:

  • Q2 FY27 Revenue: ₹452 crores, growing 16.9% YoY
  • Volume Growth: 10.2% YoY to 6.3 million pairs
  • ASP Growth: 6% improvement
  • EBITDA: ₹62 crores, growing 12.5% YoY
  • EBITDA Margin: 13.5% (50 bps decline YoY)
  • PAT: ₹24 crores, growing 21.3% YoY
  • PAT Margin: 5.3% (20 bps improvement YoY)
  • H1 FY27 Performance: Volume growth of 11% combined for Q1 and Q2
  • Category Performance: Women's category grew 27% and Kids' category grew 34% during H1 FY27
  • Premium Segment: Products priced above ₹2,000 delivered volume growth exceeding 50% YoY
  • Channel Performance: Trade distribution grew 14%, D2C online grew 22%, D2C offline grew 13%
  • Balance Sheet Metrics: ROCE at 22.3% and ROE at 18.5% as of September 2026

Forward-looking Statements and Strategic Themes:

  • Full-year FY27 EBITDA margin guidance maintained at 17%
  • Expectation of meaningful profitability recovery in H2 FY27 supported by pricing actions, improving product mix, operating leverage, and cost discipline
  • Expansion into new categories: Performance footwear (badminton, cricket, running), ELAN premium line, and Apparel
  • Focus on premiumization with products above ₹2,000 contributing 13% to volume (up from 9%)
  • Digital platform growth: Combined contribution of quick commerce and brand website to D2C online revenue doubled YoY

Additional Notes Section

  • Attachments: The regulatory filing included the transcript of the investor call held on 05th November 2026.
  • Financial Data: Extensive financial data was disclosed and discussed during the call, including revenue, volume, ASP, EBITDA, PAT, and various operational metrics.
  • Compliance: The disclosure was made under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.