| 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
- ₹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.
More from Sheela Foam Ltd
All →Sheela Foam Annual General Meeting
Sheela Foam Ltd. shareholders approved the appointment of Ms. Avantika Singh Gautam as a Non-Executive Non-Independent Director via a postal ballot resolution.
Sheela Foam Credit Rating
Sheela Foam Ltd has received a reaffirmed credit rating of 'IND AA/Stable' from India Ratings and Research for its debt instruments.
Sheela Foam Debt & Borrowing
Sheela Foam Limited has fixed September 21, 2026, as the record date for the upcoming interest payment and principal redemption of its Non-Convertible Debentures.
Sheela Foam Investor Presentation: Key Takeaways
Sheela Foam Q1 FY27 delivered record revenue exceeding ₹1000 Cr with 26% YoY growth. Focus remains on expanding branded mattress market share (currently ~30%) and scaling international subsidiaries.
Sheela Foam Q1 FY27 Results: Net Profit ₹62.3 Cr, Up 858.5% YoY
Sheela Foam Ltd reported revenue from operations of ₹1,032 Cr (+25.6% YoY) and net profit of ₹62.3 Cr (+858.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹62.3 Cr · +858.5% YoY
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.