Campus Activewear Ltd
Campus Activewear Limited (“Campus”) was incorporated on September 24, 2008, and is one of India’s largest sports and athleisure footwear brands in terms of value and volume. The company manufactures and distributes a variety of footwear like Running Shoes, Walking Shoes, Casual Shoes, Floaters, Slippers, Flip Flops, and Sandals, available in multiple colors, styles, and at affordable prices.[1]
- Market Cap ₹ 8,386 Cr.
- Current Price ₹ 275
- High / Low ₹ 372 / 213
- Stock P/E 86.2
- Book Value ₹ 22.7
- Dividend Yield 0.00 %
- ROCE 16.7 %
- ROE 14.9 %
- Face Value ₹ 5.00
Pros
- Company has reduced debt.
- Debtor days have improved from 38.0 to 29.8 days.
Cons
- Stock is trading at 12.1 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Leather Industry: Leather / Leather Products
Part of Nifty MidSmallcap 400 Nifty 500 Multicap 50:25:25 BSE Consumer Discretionary BSE 500 Nifty Total Market
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | TTM | |
---|---|---|---|---|---|---|---|---|
410 | 464 | 633 | 711 | 1,194 | 1,484 | 1,448 | 1,508 | |
357 | 407 | 561 | 596 | 951 | 1,231 | 1,237 | 1,298 | |
Operating Profit | 53 | 57 | 72 | 116 | 243 | 254 | 211 | 210 |
OPM % | 13% | 12% | 11% | 16% | 20% | 17% | 15% | 14% |
18 | 26 | 36 | 4 | 1 | 3 | 4 | 10 | |
Interest | 20 | 14 | 13 | 17 | 20 | 29 | 23 | 18 |
Depreciation | 8 | 9 | 20 | 32 | 53 | 71 | 72 | 71 |
Profit before tax | 42 | 60 | 75 | 70 | 172 | 157 | 120 | 131 |
Tax % | 25% | 33% | 20% | 62% | 37% | 25% | 25% | |
31 | 40 | 60 | 27 | 109 | 117 | 89 | 97 | |
EPS in Rs | 3,233.30 | 4,129.50 | 3.97 | 1.77 | 3.57 | 3.84 | 2.93 | 3.19 |
Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Compounded Sales Growth | |
---|---|
10 Years: | % |
5 Years: | 26% |
3 Years: | 27% |
TTM: | 6% |
Compounded Profit Growth | |
---|---|
10 Years: | % |
5 Years: | 17% |
3 Years: | 49% |
TTM: | -6% |
Stock Price CAGR | |
---|---|
10 Years: | % |
5 Years: | % |
3 Years: | % |
1 Year: | 6% |
Return on Equity | |
---|---|
10 Years: | % |
5 Years: | 20% |
3 Years: | 22% |
Last Year: | 15% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|
Equity Capital | 0.10 | 0.10 | 152 | 152 | 152 | 152 | 153 | 153 |
Reserves | 160 | 203 | 133 | 161 | 275 | 400 | 499 | 540 |
127 | 127 | 245 | 177 | 289 | 335 | 178 | 219 | |
107 | 109 | 125 | 196 | 247 | 297 | 286 | 295 | |
Total Liabilities | 395 | 439 | 654 | 686 | 964 | 1,184 | 1,115 | 1,208 |
48 | 54 | 146 | 255 | 322 | 373 | 354 | 367 | |
CWIP | 11 | 25 | 35 | 0 | 2 | 4 | 20 | 18 |
Investments | 37 | 62 | 0 | 0 | 0 | 0 | 0 | 0 |
299 | 300 | 473 | 431 | 639 | 807 | 741 | 823 | |
Total Assets | 395 | 439 | 654 | 686 | 964 | 1,184 | 1,115 | 1,208 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|
22 | -21 | 125 | 18 | 126 | 264 | ||
-23 | -55 | -9 | -34 | -70 | -74 | ||
1 | 89 | -129 | 16 | -33 | -192 | ||
Net Cash Flow | 0 | 13 | -14 | -1 | 24 | -2 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|
Debtor Days | 113 | 86 | 78 | 50 | 41 | 43 | 30 |
Inventory Days | 108 | 128 | 140 | 195 | 216 | 222 | 218 |
Days Payable | 128 | 78 | 88 | 161 | 119 | 104 | 105 |
Cash Conversion Cycle | 94 | 137 | 130 | 85 | 138 | 161 | 143 |
Working Capital Days | 105 | 95 | 119 | 102 | 113 | 112 | 103 |
ROCE % | 24% | 20% | 17% | 32% | 23% | 17% |
Documents
Announcements
- Announcement under Regulation 30 (LODR)-Newspaper Publication 2d
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
2d - Audio recording of Q2 financial results call available.
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Announcement under Regulation 30 (LODR)-Press Release / Media Release
11 Nov - Campus Activewear Q2 FY25 results show 28.8% revenue growth.
- Announcement under Regulation 30 (LODR)-Investor Presentation 11 Nov
- Results - Financial Results For The Quarter Ended September 30, 2024 11 Nov
Annual reports
Concalls
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Nov 2024TranscriptNotesPPT
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Aug 2024Transcript PPT
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Jun 2024Transcript PPT
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Feb 2024Transcript PPT REC
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Nov 2023Transcript PPT
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Aug 2023Transcript PPT
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Jun 2023Transcript PPT
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Feb 2023Transcript PPT
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Nov 2022TranscriptNotesPPT REC
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Aug 2022Transcript PPT
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Jun 2022TranscriptPPT
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Jun 2022Transcript PPT
Market Share FY24[1]
Campus enjoys 17% market share in the scaled sports and athleisure footwear market and is the No.1 S&A Footwear Brand in India[1]