SFLNSESheela Foam LimitedMediumNeutral
Announced Thu, 14 May · 18:58 IST

Sheela Foam Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

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 Limited reported strong Q4 and FY26 results with consolidated revenue of ₹1,050 Cr in Q4 (24% YoY) and ₹3,821 Cr for FY26 (11% YoY). Core EBITDA margin expanded significantly to 11.5% in Q4 (up from 7.5% in Q4 FY25) and 10.8% for FY26 (up from 8.2%), driven by operational efficiency and volume growth. PAT jumped to ₹161 Cr in FY26 (up 78% YoY) with cash EPS of ₹35.2. The company reduced net debt by ₹156 Cr and declared a 20% final dividend. Standalone segment volumes grew 12% in mattresses and 18% in foam, while e-commerce sales surged 39% on platforms and 136% on brand.com. International operations (Australia and Spain) showed improved EBITDA margins at 10% and 10.4% respectively.

Likely market impact

The sharp margin expansion and strong cash generation (Cash ROCE at 21%) indicate operational leverage is working well, which should be positive for the stock. The debt reduction and dividend payout reinforce financial discipline.