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Release
August 2026 · rev 1
Opportunities PMS · Published
As at 31 Aug 2026 · IST₹ · ₹ cr · BSE 500 TRI
Present
Internal working platform. Published figures are extracted from the August 2026 source package and reviewed; reference prices and fundamentals are unlicensed working data, not for redistribution. Past performance is not indicative of future returns.
Company Atlas/Retail/Campus Activewear
NSE: CAMPUS· RetailCore · Aug 26Small cap

Campus Activewear

Mass athleisure footwear

Last close
₹209.76
29 Sept 2026 · reference
1D · 1M
−0.6% · −7.2%
price-only
Weight
1.2%
31 Jul 2026 · Aug rank 28
Thesis review
8 Sep 2026
Why We Own, p62
Coverage owner: Research (per book); latest results Q Jun-22Buoyant AIF I Top 30 Holdings - Aug 2026.pdf · p1Buoyant_Why_We_Own_What_We_Own_Sep2026.pdf (portfolio as of 31 July 2026) · p62Screener ↗Tijori ↗NSE ↗
OverviewBusiness & segmentsChartsFinancialsValuationThesisRisks & catalystsCompetitorsResearch & documents
What the company does

Campus Activewear · Footwear & Accessories

Campus Activewear Limited is India's leading sports and athleisure footwear brand, known for its diverse product portfolio catering to the entire family. With a consumer-centric business model focused on digitization, the company ensures superior demand forecasting and faster time to market.

Full profile (Yahoo)

Campus Activewear Limited engages in the design, manufacture, marketing, and distribution of sports and athleisure footwear, apparels, and backpacks for men, women, and children in India and internationally. It offers general-purpose sports shoes for fitness, exercising, walking, and light sports activities; and sneakers, sandals, slippers and open footwear across men's, women's and kids under the CAMPUS brand name. The company distributes its products through e-commerce platforms, distributors, and retail networks, comprising exclusive brand outlets and multi-brand outlets, as well as wholesale nework. Campus Activewear Limited was founded in 2005 and is based in Gurugram, India.

Sector (Yahoo)
Consumer Cyclical
Industry (Yahoo)
Footwear & Accessories
Employees
980
Website
campusactivewear.com

Key people: Mr. Hari Krishan Agarwal (Chairman & MD) · Mr. Nikhil Aggarwal (CEO & Whole-Time Director) · Ms. Archana Maini (General Counsel, Company Secretary & Compliance Officer) · Mr. Uplaksh Tewary (Chief Operating Officer) · Mr. Rajneesh Sharma (Chief Technology Officer) · Gaurav Sharma (Chief Marketing Officer)

Who are the competitors of Campus Activewear?

Campus Activewear major competitors are Bata india, Relaxo Footwears, Liberty Shoes, Mirza International, Metro Brands. Market Cap of Campus Activewear is ₹6,509 Crs. While the median market cap of its peers are ₹7,316 Crs.

Is Campus Activewear financially stable compared to its competitors?

Campus Activewear seems to be financially stable compared to its competitors.The probability of it going bankrupt or facing a financial crunch seem to be lower than its immediate competitors.

Snapshot and what to watch · Tijori · 10 Sep 2026
  • Campus Activewear makes footwear including sneakers, school shoes and women and kids ranges. It sells through trade retailers, own stores, large-format counters and online marketplaces.
  • Q1 volume grew 11.7% despite an 8% price rise. Reported revenue growth of 12.2% was reduced by 4.5–5% from marketplace netting and the store-model change.
  • Profit is driven by trade distribution and by sneakers, school shoes and women and kids ranges. Sneakers grew 109% in FY26.
  • It has 31.1m-pair annual capacity with in-house manufacturing. It reaches 31,000+ retailers, 305+ own stores and 2,350+ large-format counters.
  • It is shifting toward premium footwear and allied categories. The Elan launch and apparel pilot are live. The Pantnagar upper plant is ramping.
  • Near-term earnings hinge on lifting margin from Q1's 15.9% and selling record festive stock. Management guides mid-double-digit revenue growth and 17–19% margin for FY27.

Yahoo profile 23 Sept 2026 · Tijori 23 Sept 2026

Segments

Revenue mix and market share

Segment Break-Up
  • Footwear & Accessories100.0%
Location Wise Break-Up
  • North45.9%
  • West19.5%
  • East17.4%
  • Central8.5%
  • South8.4%
  • Others0.3%
Customer Segment
  • Men80.0%
  • Women13.3%
  • Children6.7%
Distribution Channel
  • Trade Distribution53.3%
  • D2C Online32.0%
  • D2C Offline13.9%
  • Others0.8%
Raw Material Break-Up
  • Sole33.3%
  • Others29.9%
  • Laminated Fabric11.6%
  • Box7.3%
  • Chemical & Adhesives6.3%
  • Insole4.8%
  • EVA4.6%
  • Fabric2.2%
Price Range
  • At or above Rs 150053.8%
  • From Rs 1050-149924.6%
  • At or below Rs 105021.6%

Latest reported mix as compiled by Tijori from company disclosures; percentages of revenue.

Operating metrics

Company-reported KPIs (Tijori) · latest quarter

As the company reports them. They can differ from the ratio table on the Financials tab, which uses Tijori's own definitions (for example NIM on average total assets rather than on interest-earning assets); the Cross-check panel there lines both up.

Total No of Pairs of Footwear Sold (Annualized)2.28 Crs 2026-06
Pairs of Footwear Sold - Women (Annualized)0.16 Crs 2021-12
Pairs of Footwear Sold - Children (Annualized)0.25 Crs 2021-12
Average Selling Price - Footwear674 Rs 2026-06
Capacity Utilization - Footwear70.09 % 2021-12
Annual Manufacturing Capacity - Footwear3.11 Crs 2026-06
No of Stores - Distributors260 no 2026-06
Pairs of Footwear Sold - Men (Annualized)1.4 Crs 2021-12
Number of Stores1,250 . 2023-12
Business model

How the company earns

Campus is India's largest domestic sports & athleisure footwear brand by volume (FY26 revenue Rs 1,774 cr, ~24 mn pairs implied at ASP Rs 683), selling mass-to-mid price sneakers, running and school shoes through 31,000+ retailers in 850+ districts, ~110 owned stores plus franchise EBOs, and online (D2C incl. brand.com, Amazon, Myntra, Flipkart). D2C (online + offline) was 46.1% of Q1FY27 revenue. Manufacturing is in-house (Paonta Sahib, Pantnagar, Ganaur), which matters under the BIS footwear QCO.

Economics and valuation note (book)

TTM PE 43.4x with the stock down ~20% over 12 months and market cap -19.6% YoY (screener); listed May-2022 at higher multiples, 5-yr average not applicable. EV/EBITDA computed on mcap + Rs 236 cr gross borrowings over FY26 EBITDA. EV/EBITDA 23.7x; dividend yield 0.7%.

Competitive position · why this and not peers
Relaxo FootwearRelaxo's volumes have been under pressure in the open-footwear mass segment with weak growth, yet it trades at a premium PE; Campus is growing volumes 12% in the faster athletic category.
Bata IndiaBata is a mature formal/casual franchise with low-single-digit growth and a multi-year restructuring; Campus offers ~13-21% revenue/PAT CAGR (MOFSL) at a similar PE.
Metro BrandsMetro is a premium multi-brand retailer (incl. Crocs/FILA distribution) at a much higher multiple; Campus owns its brand and factories, giving BIS-QCO protection and 18% ROE at ~39x FY27E.
Segment economics

Reported revenue mix

Segment Break-Up

share of revenue, %
  • Footwear & Accessories
    100.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Location Wise Break-Up

share of revenue, %
  • North
    45.9%
  • West
    19.5%
  • East
    17.4%
  • Central
    8.5%
  • South
    8.4%
  • Others
    0.3%
  • India
    0.0%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Customer Segment

share of revenue, %
  • Men
    80.0%
  • Women
    13.3%
  • Children
    6.7%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Distribution Channel

share of revenue, %
  • Trade Distribution
    53.3%
  • D2C Online
    32.0%
  • D2C Offline
    13.9%
  • Others
    0.8%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Raw Material Break-Up

share of revenue, %
  • Sole
    33.3%
  • Others
    29.9%
  • Laminated Fabric
    11.6%
  • Box
    7.3%
  • Chemical & Adhesives
    6.3%
  • Insole
    4.8%
  • EVA
    4.6%
  • Fabric
    2.2%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Price Range

share of revenue, %
  • At or above Rs 1500
    53.8%
  • From Rs 1050-1499
    24.6%
  • At or below Rs 1050
    21.6%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Industry cycle

Retail chapter

Retail — 2.5%: the cleanest ways to capture staples and mass-footwear volume

Organised retail is still a minority of a $1.1 trillion Indian retail market and is projected to exceed 35% of it by 2030. The near-term debate is quick commerce — GMV above $10 bn, 30 million monthly users, 150% growth, 80% of it from metros — and whether it structurally impairs brick-and-mortar grocery. Our answer is that DMart's weak like-for-like prints (5.5% in Q1FY27 versus 10.8% in Q4FY26, metros flat) were substantially a supply distortion: a quick-commerce competitor heading into its IPO was underwriting volumes without minimum basket sizes to show growth at any cost. As that normalises and store additions accelerate, DMart remains one of the cleanest ways to capture double-digit staples growth funded by the household transfer wave. Campus is the same thesis at the other end of the price ladder — a ₹700 average selling price in a footwear market growing 10% a year where the BIS quality order is squeezing unorganised imports.

Datapoints the team can quote
  • India retail market ~$1,094 bn in 2025 → $2,361 bn by 2030; organised retail >35% of the market by 2030 — IBEF, Aug-2026
  • Quick commerce GMV >$10 bn, 30 mn+ monthly users, ~150% YoY growth, 15% of all e-commerce GMV, 80%+ from metros; Zepto ~35% share, IPO-bound — Redseer, 2026
  • DMart Q1FY27: LFL 5.5% (10.8% in Q4FY26), revenue/sq ft ₹8,571 (−2.4%); brokers attribute flat metro LFL to quick-commerce competition — Company; Goldman/Citi/Jefferies
  • Footwear market $20.7 bn (2025) → $47.5 bn by 2034 (9.7% CAGR); athletic footwear 32% share growing ~12%; BIS QCO now in force for large firms — IMARC; BIS
What we deliberately do not own

Reliance Retail is unlisted; Vishal Mega Mart is a good value-retail story at a similar multiple with less proven unit economics; Zepto is the IPO we are watching, not buying. Relaxo is losing volume in mass footwear, Bata has not grown in five years and Metro Brands is premium-priced for premium footwear. Apparel is expressed through Trent (in FMCG).

Market position

Market share (where tracked)

Branded Sports & Athleisure Footwear Market Share17 %as of Mar 22
Sector datapoints

From the one-pager

  • India footwear market USD 20.7 bn (2025), USD 22.7 bn (2026), USD 47.5 bn by 2034 at 9.7% CAGR; organised share ~30-35% of value; athletic footwear 32.4% share growing ~11.8% CAGR (IMARC, 2026).
  • BIS Quality Control Order for footwear: 13 categories (incl. sports footwear in 3 performance tiers), effective 1-Aug-2024 for large firms; deadline for remaining firms extended on 12-Jun-2026 from 31-Jul-2026 to 31-Jul-2027…
  • Campus sold 5.7 mn pairs in Q1FY27 across 31,000+ retailers in 850+ districts; FY26 ASP Rs 683 (+7%) (company/MOFSL).
  • State minimum-wage hikes cost Campus ~Rs 5 cr in Q1FY27; sneakers category growth normalising to ~30% in FY27 from ~100% in FY26 (Q1FY27 call).