Sheela Foam Limited — PPTs, 05-11-2025: Investor Presentation

Sheela Foam delivered strong operational growth in H1 FY26. Consolidated revenue climbed 5% YoY to 1696 Cr, with Core EBITDA soaring 31% to 177 Cr, boosting margins to 10.4%. Q2 FY26 continued this trend, with revenue up 8% to 875 Cr and Core EBITDA growing 21% to 91 Cr. The mattress segment saw 11% value growth (650 Cr) in H1, while foam value rose 3% (602 Cr).

Growth is significantly driven by e-commerce, with H1 sales jumping 58% on platforms and a remarkable 135% on brand.com. The company is also expanding its outreach through the Small Town Initiative. Recent developments include new product launches like Sleepwell SpineTech, Kurlon Duorest, and various accessories, alongside a brand partnership with Kantara Chapter 1.

Despite robust operational performance, consolidated PAT for H1 FY26 decreased to 17 Cr (from 60 Cr), primarily due to higher Forex MTM losses and exceptional items. The company remains committed to its vision through ongoing ESG and CSR initiatives.