Sheela Foam Limited has informed the Exchange about Investor Presentation
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Sheela Foam reported consolidated revenue of INR 821 crore in Q1 FY26, up 1% year-on-year, while consolidated Core EBITDA jumped 42% to INR 85 crore with margins expanding 300 basis points to 10.4%. The India business (Sleepwell + Kurlon + Staqo) drove the show, with revenue growing 5% to INR 644 crore and Core EBITDA surging 47% to INR 75 crore, taking margins to 11.7% from 8.4%. Mattress volumes rose 10% YoY, e-commerce sales grew 66%, and 234 new showrooms were added, taking total retail touchpoints past 20,000. Reported PAT was just INR 7 crore due to a INR 10 crore forex MTM loss and INR 12 crore MTM loss on government bonds, though normalized PAT stood at INR 30 crore.
Margin expansion driven by Kurlon integration synergies is a clear positive, but bottom-line was hit by mark-to-market losses on forex and bond holdings. Management sounded confident on festive season tailwinds, which could support further volume and margin improvement in coming quarters.