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Raw material price volatility
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Sheela Foam Limited — Q4 FY26
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.
bullish
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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.
शीला फोम ने वित्त वर्ष 2026 की चौथी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल आय ₹1,050 करोड़ रही, जो पिछले साल से 24% अधिक है। कमाई (EBITDA) ₹121 करोड़ पहुंची, जो 90% की बढ़ोतरी है। इसका कारण गद्दे, फोम और U2O जैसे सभी उत्पादों की अच्छी बिक्री है। कंपनी का मुनाफा (PAT) 7 गुना बढ़कर ₹92 करोड़ हो गया। कर्लन के साथ जुड़ने से गद्दों की बिक्री 13% और U2O की बिक्री 111% बढ़ी। अगले साल कंपनी को 15% से अधिक आय बढ़ने की उम्मीद है और वह ₹125-150 करोड़ का निवेश करेगी। लेकिन कच्चे माल (TDI/पॉलीओल) के दाम बढ़ने और मिडिल ईस्ट में आपूर्ति में रुकावट का खतरा बना हुआ है।
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Mattress Volume Growth (Q4)
13%
+13% YoY
Mattress volumes grew 13% YoY in Q4 FY26, driven by both Sleeper and Kurlon brands.
U2O Value Growth (FY26)
111%
+111% YoY
Unorganized-to-organized business value grew 111% YoY in FY26, supported by product innovation and distribution expansion.
E-commerce Brand.com Growth (FY26)
136%
+136% YoY
Sales on own websites (Brand.com) grew 136% YoY in FY26, driven by digital strategy and sharper online portfolio.
Furleno Revenue (FY26)
₹370 crore
+60% YoY
Furleno reported revenue of ₹370 crore in FY26, up over 60% YoY, with PAT of ~₹60 crore vs ₹3 crore in FY25.
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Management expects revenue growth to exceed 15% in FY27, aided by higher raw material prices and volume growth.
TDI and polyol prices have been highly volatile due to Middle East tensions and supply disruptions, impacting margins if not passed through.
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