Sheela Foam Limited has informed the Exchange about Transcript
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Sheela Foam reported its highest ever annual revenue, EBITDA, and foam production in FY '26. Consolidated Q4 revenue grew 24% YoY to INR 1,050 crores, while full-year revenue reached INR 3,821 crores (11% growth). Core EBITDA margins improved significantly to 11.5% in Q4 and 10.8% for FY '26, up 400 bps and 261 bps respectively. The company achieved INR 161 crores consolidated PAT (78% growth), with INR 144 crores coming in H2 alone. Management highlighted strong performance across India, Australia (revenue INR 422 crores, margins up 400 bps to 10%), and Spain (revenue INR 391 crores, margins at 10.4%). The Board recommended its first-ever dividend of 20%. Net debt was reduced by INR 156 crores. Furlenco delivered INR 370 crores revenue with INR 60 crores PAT. Key headwinds include raw material price volatility (TDI and polyol prices elevated due to Middle East situation), though management stated they have been able to pass on price increases.
Strong earnings beat with margin expansion signals execution improvement post-Kurlon integration. First dividend and debt reduction indicate improving cash generation. Management guidance suggests sustained 11-12% EBITDA margins and volume growth above 15% for FY '27.