| Revenue guidance | 15.0% → 15.0% Kept |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | FY26 consolidated revenue grew 11% YoY; Q4 grew 24%. |
|---|---|
| Margins | Core EBITDA margins improved 400bps in Q4 to 11.5%. |
| Demand visibility | Strong; 15% volume growth in FY26 expected to continue. |
| Management confidence | High; cited successful Kurlon integration and record financial milestones. |
Growth
Q4 revenue grew 24% YoY to ₹1,050 Cr. FY26 PAT surged 78% to ₹161 Cr.
Outlook
Guided 15%+ growth; planned FY27 capex of ₹125-150 Cr for debottlenecking and store expansion.
Risks
Volatile raw material prices (TDI/Polyol) and Middle East geopolitical tensions impacting supply chains.
Earnings Call Transcript filed with NSE, NSE: SFL. Summary written with AI assistance from the document.
Sheela Foam Ltd: key numbers
- Share price
- ₹620.05
- Market cap
- ₹6,771 Cr
- Revenue (annual)
- ₹3,821 Cr
- Net profit (annual)
- ₹159.6 Cr
- P/E (TTM)
- 31.6×Sector 34.3×
- Promoter holding
- 65.39%-0.30% QoQ
- FII holding
- 4.17%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sheela Foam Ltd
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