SFLBSESheela Foam LtdMinimalNeutral
Announced Thu, 14 May · 18:41 IST

Press Release

SFL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+9.7%1-day move
₹544.00
prior close
₹652.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.2-2.3-2.3-2.2+9.7+7.1+6.8+9.6+17.3+15.1+23.7+29.9+43.8
Up moveDown movePending
AI summary

Sheela Foam Ltd reported strong Q4 FY26 results with revenue of ₹1,050 crore (up 24% YoY) and PAT of ₹92 crore (7x growth). For the full year FY26, revenue grew 11% to ₹3,821 crore while PAT surged 78% to ₹161 crore. Core EBITDA margin expanded significantly by 261 bps to 10.8% for FY26, and by 400 bps to 11.5% in Q4. The company achieved its highest-ever turnover and EBITDA in its history, driven by strong mattress volume growth of 12% (FY26) and 13% (Q4), plus foam volume growth of 18% (FY26) and 34% (Q4). The board has recommended a 20% dividend. Management credited the strong performance to benefits from the Kurlon acquisition and its successful integration with the company.

Likely market impact

The company delivered exceptional profitability growth with margin expansion, indicating strong operational efficiency and successful integration benefits. The 78% PAT growth and 7x jump in Q4 PAT are significant positive signals. The recommended 20% dividend adds further shareholder value, making this a strongly positive update for investors.