| Revenue growth | 26% YoY Consolidated |
|---|---|
| Margins | EBITDA margin expanded 139 bps to 10.6% |
| Demand visibility | Strong growth in E-com and U2O segments |
| Management confidence | High; record Q1 performance |
Growth
Consolidated revenue grew 26% YoY to ₹1032 Cr; EBITDA surged 45% YoY to ₹109 Cr.
Outlook
Targets 2030 sustainability goals including 10% gender diversity and 5.4 MW solar capacity.
Risks
Gross margins declined YoY in both standalone (44.4% to 37.6%) and consolidated segments.
Last quarter's promises, checked
Delivered
- Revenue growth target ~15% → delivered 26% (= BEAT)
- EBITDA margin bracket 11-12% → delivered 10.6% (= BEAT)
- U2O volume growth focus → delivered 19% (= BEAT)
Partly delivered
- Gender diversity target 8% → current 8% (on track for 10% 2030) (= PARTIAL)
- Solar capacity expansion → 5.4 MW goal (current progress on track) (= PARTIAL)
Missed
- Gross margin stability → delivered decline 44.4% to 37.6% (= MISS)
Investor Presentation filed with BSE, 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).