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Earnings Call

Sheela Foam Earnings Call: Key Takeaways

Sheela Foam delivered record FY26 results with consolidated revenue of ₹3,821cr and PAT of ₹161cr, driven by Kurlon integration and strong foam segment momentum.

Why this was an Alfa AlertNot a filter event. Results and growth were strong but no specific prior guidance range was cited to confirm a 5%+ beat.
Highlights
Revenue growthConsolidated FY26 revenue grew 11% YoY to ₹3,821 crores.
MarginsCore EBITDA margins improved to 11.5% in Q4 FY26.
Demand visibilityStrong domestic demand; U2O segment value growth of 111%.
Management confidenceHigh; citing successful Kurlon integration and first-ever dividend recommendation.

Growth

FY26 Consolidated Revenue up 11%; Q4 PAT grew 7x YoY to ₹92cr. Volume growth at 15%.

Outlook

FY27 Capex guided at ₹125-150cr. Targeted growth 15%+; potential Furlenco IPO in 12-18 months.

Risks

Volatile raw material prices (TDI/Polyol) and Middle East supply chain disruptions.

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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