Sheela Foam Ltd (NSE:SFL)

Q1 2026 Sheela Foam Ltd Earnings Call Transcript

Aug 6, 2025 / 10:30 AM GMT

Release Date Price: ₹673.9 (-2.64%)

Transcript

Key Points

Positve

Sheela Foam Ltd (BOM:540203) reported a 10% year-on-year growth in mattress volumes for Q1 FY26.
The company plans to open about 1,000 new showrooms in the current fiscal year, with 234 already operational.
E-commerce segment registered a value growth of 66% year-on-year, contributing significantly to revenue.
The integration of Carlo has led to cost savings and improved logistics, reducing logistics costs by more than 1% of sales.
Sheela Foam Ltd (BOM:540203) has a strong presence in the Middle East, with 6 exclusive brand outlets and 7 multi-brand outlets in Dubai.

Negative

Despite a 10% growth in mattress volumes, the revenue growth was modest at 9%, indicating pressure on realization per unit.
The integration process of Carlo took around 18 months, which may have delayed potential synergies.
Raw material price reductions led to subdued value growth in the B2B segment, affecting overall revenue.
The company faces competition from other players raising funds, which could impact market share.
The expansion plan of 1,000 new showrooms may lead to increased operational costs and potential cannibalization of existing outlets.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SHEF.NS - Sheela Foam Ltd
Q1 2026 Sheela Foam Ltd Earnings Call
Aug 06, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Sheela Home Limited Q1F 526 earnings conference call hosted by Arihan Capital Markets Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation consults. Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Dipali Kumari.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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