Strong growth albeit on lower base; margins weak

Company
12 Nov 2024
5 Min read 
  • Aditya Bansal's financial data and valuation changes are detailed.
  •  Campus Activewear's financials and valuations are provided.
  •  Strong growth recovery offset by weaker GM and higher ad spends.
  •  Detailed takeaways from the management interaction are highlighted.
  •  Summary of changes to estimates for FY25E, FY26E, and FY27E.
  •  Financials and valuations ratios and cash flow statement are presented.
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