Sheela Foam Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sheela Foam Q1 FY26 saw India revenue grow 5% to Rs. 644 Cr, while consolidated revenue rose 1% to Rs. 821 Cr. Core EBITDA jumped 43% consolidated, reaching 10.4% margins, driven by Kurlon integration benefits (Rs. 190 Cr annual savings achieved). Mattress volumes grew 10%. Company plans 1,000 new showrooms this year. Furlenco, an investee company, became profitable with Rs. 4 Cr PAT, targeting Rs. 550 Cr revenue by FY27. Management is focused on profitable growth and operational efficiencies.