Q2 FY27 revenue rises 19%, but gross margin falls 4.5 percentage points

Multi-year targets disclosedInvestor Communications View source PDF Explain this filing

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

Price reactionminutes from the announcement price · days from the prior close

-7.7%Reaction day

₹549.95

prior close

₹536.30

announcement price

After-mkt

timing

Nifty Microcap 250market+0.3%-8.0% vs market

Furniture Home Furnishing peers, median of 7sector-0.1%-7.6% vs sector

On the reaction day the stock moved 8.0 pts less than Nifty Microcap 250 and 7.6 pts less than its Furniture Home Furnishing peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-2.1

10m

-1.7

15m

-1.6

30m

-2.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-7.7+0.3-8.0-0.1-7.6

Next day

-7.7+2.4-10.1+1.0-8.7

-4.1+3.6-7.7+2.4-6.5

-3.3pendingpending+1.7-4.9

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15d

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UpDownMarket · Nifty Microcap 250Sector · Furniture Home Furnishing peers, median of 7Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Sheela Foam reported H1 FY27 consolidated revenue of Rs 2,077 crore, up 22%, and profit after tax of Rs 109 crore versus Rs 17 crore a year earlier. Q2 revenue rose 19% to Rs 1,045 crore, but earnings before depreciation, interest and tax fell 5% to Rs 83 crore as gross margin dropped 4.5 points. Furlenco became a subsidiary on October 1, 2026; pro forma H1 revenue was Rs 2,306 crore. Its FY30 target includes 5.4 MW of solar capacity.

Likely market impact

H1 profit growth and Furlenco's addition support the outlook, but Q2 margin compression shows cost pressure remains and may cap stock gains.