Demand elasticity from price increases
The recent price hikes (first week of April) may lead to temporary demand resistance, though management noted a positive start in April.
CAMPUS / Q4-FY26 / risks
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Campus Activewear · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Raw material inflation persistence
EVA and PU prices have risen sharply due to crude-linked inflation; while management believes the peak has passed, any reversal could pressure margins.
Geopolitical uncertainty impacting demand
Prolonged geopolitical tensions could disrupt demand recovery; management acknowledged that sustained conflict makes forecasting difficult.
BIS compliance deadline risk
Management expects full BIS compliance by July 31, 2026, but any delay or relaxation chatter could create uncertainty in the market.