ALFA Finder| Revenue guidance | 15.0% → 15.0% Kept |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | FY26 consolidated revenue grew 11% YoY; Q4 grew 24%. |
|---|---|
| Margins | Core EBITDA margins improved 400bps in Q4 to 11.5%. |
| Demand visibility | Strong; 15% volume growth in FY26 expected to continue. |
| Management confidence | High; cited successful Kurlon integration and record financial milestones. |
Growth
Q4 revenue grew 24% YoY to ₹1,050 Cr. FY26 PAT surged 78% to ₹161 Cr.
Outlook
Guided 15%+ growth; planned FY27 capex of ₹125-150 Cr for debottlenecking and store expansion.
Risks
Volatile raw material prices (TDI/Polyol) and Middle East geopolitical tensions impacting supply chains.
Earnings Call Transcript filed with NSE, NSE: SFL. Summary written with AI assistance from the document.
Sheela Foam Ltd: key numbers
- Share price
- ₹590.45
- Market cap
- ₹6,448 Cr
- Revenue (annual)
- ₹3,821 Cr
- Net profit (annual)
- ₹159.6 Cr
- P/E (TTM)
- 25.7×Sector 35.3×
- Promoter holding
- 65.39%+0.00% QoQ
- FII holding
- 3.85%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sheela Foam Ltd
All →Sheela Foam Earnings Call Transcript: Key Takeaways
Revenue rose 19% to ₹1,045 Cr and PAT was about 5x, but operating EBITDA was flat at an 8.4% margin as ad spend and raw-material costs absorbed gross margin. Growth is price-led with flat volumes, and the Furlenko consolidation flatters the forward story.
- Call
- Guides 15% growth
Sheela Foam Results Update
Sheela Foam's press release reports Q2 and H1 FY27 results, with consolidated revenue up 19% to ₹1,045 cr in Q2 and PAT up 4.7x. Furlenco became a subsidiary from 1 October 2026.
Sheela Foam Investor Presentation: Key Takeaways
Q2/H1 FY27 consolidated revenue ₹2,077 Cr (+22%), EBITDA ₹200 Cr (+23%, 9.6% margin), PAT ₹109 Cr. Q2 EBITDA flat as input-cost inflation compressed gross margin.
Sheela Foam Q2 FY27 Results: Net Profit ₹46.4 Cr, Up 364.0% YoY
Sheela Foam Ltd reported revenue from operations of ₹1,045 Cr (+19.4% YoY) and net profit of ₹46.4 Cr (+364.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹46.4 Cr · +364.0% YoY
Sheela Foam Board Meeting Date
Sheela Foam will hold a board meeting on November 2, 2026 to approve unaudited standalone and consolidated results for Q2 and H1 FY27. Trading window is closed from October 1, 2026.
Sheela Foam Other Announcement
Sheela Foam Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as required by SEBI Regulation 31(1)(b).