Company profile / SFL

Sheela Foam

Other · 1 quarter tracked · source-linked performance and management context.

Research layer active
PositiveDelivery assessment incompleteLatest record q4-fy26

Latest revenue

₹1,050 Cr

verified financial record

Quarters tracked

1

source records in the directory

Delivery assessment

Unscored

No scored management commitments are present yet.

Call date

2026-05-01

latest available source date

Signal trajectory

1 actual quarter
PAT (₹ Cr)PositiveWatchNegative
1 actual records
Actual quarterly PAT (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q4 FY26: 92 · Positive source sentiment · 2026-05-01Q4 FY269292
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

Unscored

No scored management commitments are present yet.

Latest source read

What changed this quarter?

Open quarter read

Sheela Foam reported a strong Q4 FY26 with consolidated revenue of ₹1,050 crore (+24% YoY) and EBITDA of ₹121 crore (+90% YoY), driven by broad-based growth across mattress, foam, and U2O segments. EBITDA margin expanded 400 bps to 11.5% aided by operating leverage and cost discipline. PAT surged 7x to ₹92 crore. The Kurlon integration is yielding results, with mattress volumes up 13% and U2O value growth of 111%. Management guided for continued 15%+ revenue growth in FY27, with capex of ₹125-150 crore. Key risks include raw material price volatility (TDI/polyol) and Middle East supply chain disruptions.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹1,050 Cr

Source date

2026-05-01

Across the record

Quarter history.

1 source records

History modules

Follow the numbers and themes.