Sheela Foam Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sheela Foam reports stellar Q1 FY27: Consolidated revenue up 26% to INR1,032 Cr, EBITDA jumped 45% to INR109 Cr, and PAT hit INR62 Cr. India mattress volumes grew 6%, foam 4%, with price hikes improving value growth. International ops (Australia, Spain) saw strong revenue & margin boosts. New furniture segment entry and U2O business expansion are key growth drivers. Management expects continued raw material volatility for a few months but remains confident in achieving 15% EBITDA margins next year and targeting 20-25% ROCE in 3 years. Kurlon integration is 96-97% complete, with 75-80% synergies realized. Confident outlook.