WAKEFITNSEWakefit Innovations LimitedMediumNeutral
Announced Thu, 21 May · 23:33 IST

Wakefit Innovations Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

WAKEFIT · 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
-7.8%1-day move
₹142.00
prior close
₹142.76
base price
After-mkt
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AI summary

Wakefit Innovations reported record FY26 revenue of ₹14,889 million, up 17% YoY, with operating EBITDA of ₹1,123 million (7.5% margin) and PAT of ₹1,892 million (12.7% margin). The mattress segment grew ~17% YoY and furniture grew ~24% YoY. Retail channel growth was strong at 49% for FY26 and 35% in Q4. The company has 139 active COCO stores and 1,948 MBO stores across 536 cities. Management flagged significant raw material cost inflation in H2 FY26, with key inputs like polyols and TDI seeing price increases of 30-160%, impacting margins. They implemented price increases in late March and April to mitigate costs. The company maintains a strong balance sheet with ₹9,586 million in investable cash. The Board approved expanding the MOA object clause to include home improvement and lifestyle solutions.

Likely market impact

The company delivered strong revenue growth despite macroeconomic headwinds and raw material cost pressures. The margin improvement from FY25 (1.4% operating EBITDA margin) to FY26 (7.5%) is a positive signal, though Q4 margins moderated due to competitive intensity and marketing investments. The expansion into adjacent categories and store expansion plans indicate growth focus.