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Earnings Call

Sheela Foam Earnings Call: Key Takeaways

Sheela Foam (SFL) delivered strong Q4 and FY26 consolidated performance, driven by revenue growth in the mattress and foam segments and significant margin expansion across all geographies including India, Australia, and Spain.

Why this was an Alfa AlertNot a filter event. Performance was strong but no specific prior guidance range was provided to verify a material beat.
Highlights
Revenue growth11% YoY for FY26; 24% YoY for Q4FY26.
MarginsConsolidated Core EBITDA margin expanded 261 bps to 10.8% in FY26.
Demand visibilityStrong growth in E-com and U20 (rural) segments.
Management confidenceHigh, highlighted by 'Raising the Bar' and strong profitability metrics.

Growth

FY26 Consolidated Revenue up 11% to ₹3821 Cr; Core EBITDA up 46% to ₹414 Cr (10.8% margin).

Outlook

Strong emphasis on E-com (brand.com up 136%), U20 outreach, and sustainability goals for 2030 (ISO 45001).

Risks

Potential volatility in raw material costs affecting gross margins; integration risks with Kurlon (KEL).

Source

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

Read the document ↗

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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