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Earnings Call

Sheela Foam Earnings Call: Key Takeaways

Sheela Foam Q3FY26 results highlight successful Kurlon integration with consolidated revenue up 7% YoY and PAT jumping 3x to ₹53cr. Management targets 15% growth and 15% margins long-term.

Why this was an Alfa AlertNot a filter event. Financial results and showroom expansions are largely in line with prior management targets or lacks a guided upper end for specific beats.
Highlights
Revenue growth7% YoY consolidated; 6% standalone.
MarginsConsolidated core EBITDA margin at 10.9%, up 220bps YoY.
Demand visibilityStrong traction in North India and E-commerce (53% growth).
Management confidenceHigh regarding Kurlon turnaround and 15/15 target realization.

Growth

Mattress volumes grew 11%, Foam 20% in Q3. Consolidated revenue rose to ₹2,771cr; core EBITDA grew 34% to ₹117cr.

Outlook

Targeting 15% revenue growth and 15% EBITDA margins; 700 showrooms by FY26 end; ₹125cr total maintenance/debottlenecking capex.

Risks

Rising raw material prices (TDI/Polyol) and high competitive intensity from listed and new-age mattress players.

Source

Earnings Call filed with BSE, NSE: SFL. Summary written with AI assistance from the document.

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Sheela Foam Ltd: key numbers

Share price
₹634.60
Market cap
₹6,930 Cr
Revenue (annual)
₹3,821 Cr
Net profit (annual)
₹159.6 Cr
P/E (TTM)
32.3×Sector 37.2×
Promoter holding
65.39%-0.30% QoQ
FII holding
4.17%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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