Campus Share Price Analysis- Is it a good buy?

March 30, 2023 by Suryansh Agarwal

In response to allegations that American alternative asset management firm TPG Global may have sold a 7.6% stake in the sports shoemaker, shares of Campus Activewear fell more than 8% to Rs 337.5 in Friday’s BSE trading.
The block deal’s floor price was fixed at Rs 345 per share, or around 7% less than the previous closing price. According to reports, JM Financial is the deal’s only book-running manager. We suggest one can start buying campus above 340.

Let us look at the Fundamentals

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	TTM
Sales +	410	464	633	711	1,194	1,529
Expenses +	357	407	561	596	951	1,286
Operating Profit	53	57	72	116	243	243
OPM %	13%	12%	11%	16%	20%	16%
Other Income +	18	26	36	4	1	2
Interest	20	14	13	17	20	26
Depreciation	8	9	20	32	53	66
Profit before tax	42	60	75	70	172	153
Tax %	25%	33%	20%	62%	37%
Net Profit	31	40	60	27	109	110
EPS in Rs	3,233.30	4,129.50	3.97	1.77	3.57	3.63
Dividend Payout %	0%	0%	0%	0%	0%

Compounded Sales Growth
10 Years:	%
5 Years:	%
3 Years:	37%
TTM:	31%

Compounded Profit Growth
10 Years:	%
5 Years:	%
3 Years:	40%
TTM:	58%

Stock Price CAGR
10 Years:	%
5 Years:	%
3 Years:	%
1 Year:	%

Return on Equity
10 Years:	%
5 Years:	%
3 Years:	21%
Last Year:	29%

Balance Sheet

Standalone Figures in Rs. Crores / View ConsolidatedCORPORATE ACTIONS

	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Sep 2022
Share Capital +	0	0	152	152	152	152
Reserves	160	203	133	161	275	327
Borrowings +	127	127	245	177	289	397
Other Liabilities +	107	109	125	196	247	387
Total Liabilities	395	439	654	686	964	1,263
Fixed Assets +	48	54	146	255	322	423
CWIP	11	25	35	0	2	1
Investments	37	62	0	0	0	0
Other Assets +	299	300	473	431	639	839
Total Assets	395	439	654	686	964	1,263