Raw material price volatility
TDI and polyol prices have been highly volatile due to Middle East tensions and supply disruptions, impacting margins if not passed through.
high · management_commentary
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, foa...
bullish
high
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Middle East supply chain disruption
Evolving situation in the Middle East could affect raw material availability, though the company has managed without material disruption so far.
medium · management_commentaryPotential margin pressure from delayed price pass-through
Analyst raised concern that Q1/Q2 margins could be under pressure due to higher-cost inventory; management argued pass-through is timely.
medium · analyst_questionChannel stocking in technical foam
Analyst questioned whether strong Q4 foam growth was due to one-off orders or channel stocking; management denied material stocking.
low · analyst_question