Sheela Foam Limited (SFL) Earnings Call Transcripts

Sheela Foam Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Sheela Foam Limited reported a robust revenue growth of 24% year-on-year, reaching INR 1,050 crores, while full-year revenue increased by 11% to INR 3,821 crores. The company achieved a remarkable consolidated PAT of INR 92 crores for Q4, a 7x increase year-on-year, and a full-year PAT of INR 161 crores, up 78% YoY. Management highlighted the successful integration of the Kurlon acquisition, which has positively impacted both revenue and profitability, and indicated expectations for continued growth into FY '27, driven by higher selling prices and ongoing operational efficiencies.

Reported metrics

Guidance from management

Management expects continued revenue growth in FY '27, driven by higher selling prices and operational efficiencies, with a target growth rate of around 15%. They also indicated that the core EBITDA margins should remain stable or improve slightly as they navigate raw material price fluctuations.

What management said

I need to say that we have been also able to pass on the cost increase due to raw materials across all the channels, B2C side, the industrial foam side and partly also on the B2B side. So we see opportunity also for a margin expansion, which we've experienced in March and also going forward, that opportunity sits. So as a raw material like, Rahul Ji has rightly put it, so the raw materials definitely are looking outw...

So [indiscernible] very difficult to give in percentage terms. They are different for different categories, as Rakesh Ji just mentioned, that in matrices, we have been able to take recent one, B2B a little lesser. The Industrial segment, yes, we can pass on immediately. But yes, polyol and TDI on an average increase between 25% to 35%. And depending on how much come is consumed in different categories, we have been a...

What analysts pressed on

Analysts expressed concerns regarding the volatility of raw material prices and the potential impact on margins in the upcoming quarters. There were questions about the sustainability of the recent growth rates and how the company plans to manage pricing strategies amidst fluctuating costs.

Main topics on the call

• Strong Revenue Growth — Sheela Foam's revenue for Q4 FY '26 grew by 24% YoY to INR 1,050 crores, with full-year revenue reaching INR 3,821 crores, marking an 11% increase. Management noted, "The broad-based performance has translated into a hea...
• Record Profitability — The company reported a consolidated PAT of INR 92 crores in Q4, a 7x increase YoY, and a full-year PAT of INR 161 crores, reflecting a 78% growth. This performance underscores the successful integration of Kurlon and imp...
• Kurlon Acquisition Integration — Management emphasized that the Kurlon acquisition has moved beyond integration, contributing significantly to operating performance. "The Kurlon acquisition has moved beyond integration and is now visibly contributing to...
• E-commerce Growth — Sales on Sheela Foam's brand.com grew by 136% YoY, driven by a focused digital strategy. Management noted, "The MyMattress proposition and our online led consumer initiatives have helped strengthen our direct engagement ...

Read the full Sheela Foam Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 75 Sheela Foam Limited earnings call transcripts on record, spanning February 10, 2020 to August 5, 2026. Based on this history, Sheela Foam Limited reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SFL

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Household Durables

Calls on record

75

First call

February 10, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly