Sheela Foam Ltd
Sheela Foam Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
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Guidance rank: #11 of 84 in Consumer Durables
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The short version
The company targets a growth rate of around 15% plus, aiming for better than 15% due to raw material price increases. Sheela Foam targets a growth rate of around 15%+ annually, potentially higher due to recent raw material price increases.
From Sheela Foam Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a growth rate of around 15% plus, aiming for better than 15% due to raw material price increases.
- There is a strong focus on strengthening various product lines and business segments to sustain growth and improve profitability.
- Expansion into complementary related product lines like pillows is planned to create a full product offering.
- E-commerce and the Unorganized to Organized (U2O) segments remain key focus areas for deep market penetration.
- Channel expansion and retention of new customers acquired due to competitors exiting the market are ongoing.
- Volume growth plans include debottlenecking capacity at certain facilities to support higher volumes.
2 more points from Sheela Foam Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Capex Outlook for Next Year (FY27) is estimated between INR 125 crores to INR 150 crores, covering:
- Maintenance capex for all plants (India, Australia, Spain)
- Debottlenecking capacities to support anticipated higher growth
- Marketing capex related to opening of new stores
- Installation of new machines for synergy savings is delayed by 1.5 quarters but expected to be completed by mid or end of the current quarter; these machines use new malleable fiber material for comfort layers.
- Strategic initiatives include expanding product lines into complementary categories such as pillows and increasing penetration in e-commerce and unorganized to organized (U2O) mattress segments to sustain growth.
2 more points from Sheela Foam Ltd's call on capex
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Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Sheela Foam Ltd — Quarterly revenue & net profit
Sheela Foam Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 1,050 | 850 | +23.5% | 1,074 | -2.2% |
| Operating profit (EBITDA) | 117 | 27 | +333.3% | 114 | +2.6% |
| Operating margin | 11% | 3.1% | +7.9 pp | 11% | 0 pp |
| Profit before tax | 94 | 2 | +4600% | 66 | +42.4% |
| Net profit (PAT) | 92 | 13 | +607.7% | 53 | +73.6% |
| EPS (₹) | 8.36 | 1.20 | +596.7% | 4.80 | +74.2% |
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
- Q1 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Potential multibaggers · Q2 FY27
Potential multibaggers in Consumer Durables
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Sheela Foam Ltd Q4 FY26 results?
The company targets a growth rate of around 15% plus, aiming for better than 15% due to raw material price increases. Sheela Foam targets a growth rate of around 15%+ annually, potentially higher due to recent raw material price increases.
What is Sheela Foam Ltd share price analysis?
Sheela Foam Ltd currently shows a neutral. The stock trades at a P/E of 41.4 with a market cap of ₹8,427 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sheela Foam Ltd planning capital expenditure?
Capex Outlook for Next Year (FY27) is estimated between INR 125 crores to INR 150 crores, covering: - Maintenance capex for all plants (India, Australia, Spain) - Debottlenecking capacities to support anticipated higher growth - Marketing capex related to opening of new stores - Installation of new machines for synergy savings is delayed by 1.5 quarters but expected to be completed by mid or end of the current quarter; these machines use new malleable fiber material for comfort layers.
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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.