Q4 2026 Sheela Foam Ltd Earnings Call Transcript
Key Points
- Sheela Foam Ltd (BOM:540203) achieved its highest ever annual foam production, top line, and EBITDA in FY '26, reflecting strong operational performance.
- The integration of Kurlon has been successful, contributing significantly to the group's operating performance and profitability.
- The company reported a 24% revenue growth in Q4 and an 11% growth for the full year FY '26, driven by strong performance across its brands and segments.
- Sheela Foam Ltd (BOM:540203) expanded its retail presence by adding approximately 600 new showrooms during FY '26, enhancing market reach.
- The e-commerce business saw substantial growth, with sales on the company's own websites increasing by 136% year-on-year.
- The company remains cautious about the evolving situation in the Middle East, which could impact raw material availability and supply chains.
- Input cost inflation, particularly in TDI and polyol pricing, poses challenges, with prices being volatile and difficult to predict.
- Despite strong performance, the company faces pressure to maintain and potentially expand margins amidst rising raw material costs.
- The unorganized to organized business, while growing, still operates in a market where 85% is occupied by unorganized and traditional mattress segments.
- The company anticipates a need for significant capital expenditure, including maintenance and debottlenecking, to support expected growth.
Ladies and gentlemen, good day, and welcome to Sheela Foam Q4 FY '26 Earnings Conference Call hosted by Investec Capital Services India Private Limited. (Operator Instructions)
I now hand the conference over to Mr. Ritesh Shah, Co-Head of Research Analyst, Midcaps, Materials and ESG from Investec Capital Services India Private Limited. Thank you, and over to you, sir.
Thank you, Shailendra. Thank you all for joining on to Sheila Form Q4 FY26 and''''''9 FY26, our next conference call. We have with us Rahul Ji, Chairman and Managing Director.
We have with us Rakeshi Deputy MD and Amitji Group CFO I would request Rahuji to start the call with initial remarks post which we'll have a Q&A session over to you sir thank you so much s please go ahead sir line is open yeah hi yeah you can open the lines for the management Rahuji will have to start with the comments please yeah.
Thank you, Shailendra. Thank you all for joining on to
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