Double-digit revenue growth for FY26
Management reaffirmed double-digit revenue growth guidance for the full year, despite Q1 disruption.
CAMPUS / guidance tracker
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Campus Activewear · forward-looking guidance across the available source record.
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What management said would happen.
revenue
EBITDA margin aspiration of 17-19%
Management aspires to return to 17-19% EBITDA margins over the medium term, but did not commit to a specific timeline.
Sneaker category growth trajectory
Sneaker sales are expected to grow 15-20% quarter-on-quarter from the current base of ~550K pairs per quarter.
Gross margin improvement target for FY26
Management targets gross margin improvement versus last year on a full-year basis, driven by product and channel mix.
Athleisure apparel pilot expansion
Apparel launched in 60+ EBOs and online; plans to expand to more EBOs after adding trial rooms.
EBO profitability focus before expansion
EBO count kept stable; focus on unit economics and profitability before resuming store additions.
EBITDA margin band of 17-19% for FY27
Management reiterated its aspirational EBITDA margin range of 17-19% for FY27, despite inflationary pressures.
EBO store expansion of 60-80 stores in FY27
After a year of store rationalization, Campus plans to open 60-80 new exclusive brand outlets in FY27, with a 40:60 COCO-franchisee mix.
Sneaker capacity target of 8-9 lakh pairs per month by FY27-end
Current monthly sneaker output of ~2 lakh pairs is expected to double by end of FY27, with total capacity reaching 8-9 lakh pairs per month.
Price hikes to cover raw material inflation
Management stated that recent price increases across the range are sufficient to cover peak raw material inflation, with no further hikes anticipated.