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Sheela Foam

Q1 FY26Consumer Durables

Sheela Foam Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management said on revenue, margins and capex.

Price₹647
Market cap₹7.3K Cr
P/E35.7
Updated26 Aug 2026
Read4 min read

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The short version

The company targets around 15% top-line growth over the next few years, driven by market share gains and premiumization (Page 18). Q1 FY '26 showed robust performance with expectations of continued improvement.

From Sheela Foam's Q1 FY26 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

  • The company targets around 15% top-line growth over the next few years, driven by market share gains and premiumization (Page 18).
  • Volumes in the mattress segment showed 9%-10% growth in recent quarters, with expectations of market share expansion irrespective of overall demand (Page 17-18).
  • The Tarang and Aaram brands achieved a run rate of Rs. 80 crores per annum in Q1 FY ‘26, targeting to cross Rs. 100 crores by year-end, indicating strong growth potential, especially in rural markets (Page 22, Page 8).
  • Online (e-com) revenues aim to grow approximately 50% year-on-year with cautious optimism on sustainable growth beyond that rate (Page 10).
  • The foam segment volume growth is around 6%-8%, with value growth lower due to raw material price pass-through (Page 13).

2 more points from Sheela Foam's call on revenue

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Profitability & Margins

See what Sheela Foam said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • No major fresh CAPEX is planned before 2029-2030; brownfield maintenance CAPEX will continue annually. (Page 13-14)
  • Focus on capacity utilization by organizing facilities into zones with foam and mattress manufacturing combined for operational efficiency. (Page 13)
  • Exploring retail expansion, including opening around 1,000 new showrooms primarily driven by Kurlon brand expansion in North and West India. (Page 11)
  • Investing in strengthening the channel network, new product launches, and management team enhancements to drive growth and profitability. (Page 12)

2 more points from Sheela Foam's call on capex

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Top-ranked in Consumer Durables

Ranked on what management guided this quarter

Guidance-ranked
1Nanta Tech
Rev 1Mar 1
2Shanti Gold
Rev 1Mar 2
3
Rev 1Mar 2
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Sheela Foam said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

See what Sheela Foam said on order book & pipeline — free account, 30 seconds.

Sheela Foam — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Sheela Foam Q1 FY26 results — key figures

Sheela Foam Q1 FY26 reported results vs Q1 FY25, ₹ crore
₹ CrQ1 FY26Q1 FY25YoYQ4 FY25QoQ
Revenue821810+1.4%850-3.4%
Operating profit (EBITDA)7560+25%27+177.8%
Operating margin9%7%+2 pp3.1%+5.9 pp
Profit before tax1053-81.1%2+400%
Net profit (PAT)747-85.1%13-46.2%
EPS (₹)0.604.23-85.8%1.20-50%

Source: reported quarterly figures (Screener), ₹ crore.

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹1.0K Cr, net profit ₹46 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Sheela Foam's management said in earlier quarters

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Frequently Asked Questions

What were Sheela Foam Q1 FY26 results?

The company targets around 15% top-line growth over the next few years, driven by market share gains and premiumization (Page 18). Q1 FY '26 showed robust performance with expectations of continued improvement.

What is Sheela Foam share price analysis?

Sheela Foam currently shows a neutral. The stock trades at a P/E of 35.7 with a market cap of ₹7,261 Cr. Investors should review the full earnings analysis for detailed insights.

Is Sheela Foam planning capital expenditure?

No major fresh CAPEX is planned before 2029-2030; brownfield maintenance CAPEX will continue annually.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.