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 ₹ 9,645 Cr.
- Current Price ₹ 317
- High / Low ₹ 640 / 297
- Stock P/E 82.3
- Book Value ₹ 26.2
- Dividend Yield 0.00 %
- ROCE 23.1 %
- ROE 23.9 %
- Face Value ₹ 5.00
Pros
- Company is expected to give good quarter
- Company has delivered good profit growth of 30.2% CAGR over last 5 years
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
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 | |
---|---|---|---|---|---|---|
410 | 464 | 633 | 711 | 1,194 | 1,484 | |
357 | 407 | 561 | 596 | 951 | 1,231 | |
Operating Profit | 53 | 57 | 72 | 116 | 243 | 254 |
OPM % | 13% | 12% | 11% | 16% | 20% | 17% |
18 | 26 | 36 | 4 | 1 | 3 | |
Interest | 20 | 14 | 13 | 17 | 20 | 29 |
Depreciation | 8 | 9 | 20 | 32 | 53 | 71 |
Profit before tax | 42 | 60 | 75 | 70 | 172 | 157 |
Tax % | 25% | 33% | 20% | 62% | 37% | 25% |
Net Profit | 31 | 40 | 60 | 27 | 109 | 117 |
EPS in Rs | 3,233.30 | 4,129.50 | 3.97 | 1.77 | 3.57 | 3.84 |
Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% |
Compounded Sales Growth | |
---|---|
10 Years: | % |
5 Years: | 29% |
3 Years: | 33% |
TTM: | 24% |
Compounded Profit Growth | |
---|---|
10 Years: | % |
5 Years: | 30% |
3 Years: | 25% |
TTM: | 7% |
Stock Price CAGR | |
---|---|
10 Years: | % |
5 Years: | % |
3 Years: | % |
1 Year: | -2% |
Return on Equity | |
---|---|
10 Years: | % |
5 Years: | 22% |
3 Years: | 22% |
Last Year: | 24% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|
0 | 0 | 152 | 152 | 152 | 152 | |
Reserves | 160 | 203 | 133 | 161 | 275 | 400 |
127 | 127 | 245 | 177 | 289 | 335 | |
107 | 109 | 125 | 196 | 247 | 289 | |
Total Liabilities | 395 | 439 | 654 | 686 | 964 | 1,176 |
48 | 54 | 146 | 255 | 322 | 373 | |
CWIP | 11 | 25 | 35 | 0 | 2 | 4 |
Investments | 37 | 62 | 0 | 0 | 0 | 0 |
299 | 300 | 473 | 431 | 639 | 799 | |
Total Assets | 395 | 439 | 654 | 686 | 964 | 1,176 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|
22 | -21 | 125 | 18 | 126 | ||
-23 | -55 | -9 | -34 | -70 | ||
1 | 89 | -129 | 16 | -33 | ||
Net Cash Flow | 0 | 13 | -14 | -1 | 24 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|
Debtor Days | 113 | 86 | 78 | 50 | 41 | 43 |
Inventory Days | 108 | 128 | 140 | 195 | 216 | 218 |
Days Payable | 128 | 78 | 88 | 161 | 119 | 104 |
Cash Conversion Cycle | 94 | 137 | 130 | 85 | 138 | 157 |
Working Capital Days | 105 | 95 | 119 | 102 | 113 | 110 |
ROCE % | 24% | 20% | 17% | 32% | 23% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
3 Jun - Disclosure under Regulation 30 of SEBI Listing Regulations 2015- Transcript of Earnings Call
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
30 May - Disclosure under Regulation 30 of SEBI Listing Regulations 2015- Audio Recording of Earnings Call
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Announcement under Regulation 30 (LODR)-Investor Presentation
30 May - Disclosure under Regulation 30 of SEBI Listing Regulations 2015
- Announcement under Regulation 30 (LODR)-Newspaper Publication 30 May
- Announcement under Regulation 30 (LODR)-Press Release / Media Release 30 May
Concalls
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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
Fastest growing Footwear company[1] Campus is the fastest growing scaled sports and athleisure footwear brand (scaled brands being brands with over ₹2 billion of revenue) in India with a 17% market share in FY21. It is one of the very few established Indian brands in a segment that is primarily dominated by international brands.