Sheela Foam Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sheela Foam reported strong Q4 FY26 consolidated revenue up 24% to INR 1,050 Cr, with EBITDA up 90% to INR 121 Cr (11.5% margin). For FY26, revenue grew 11% to INR 3,821 Cr and EBITDA rose 46% to INR 414 Cr (10.8% margin). The board proposed a 20% dividend. Kurlon integration led to record production, sales, and EBITDA. Mattress volumes grew 12% in FY26, while U2O segment saw 65% volume and 111% value growth. E-commerce also grew strongly. Management anticipates continued 15%+ volume growth in FY27, managing raw material volatility through price pass-throughs. The company is focused on expanding its market reach and driving profitable growth.