Summary

Sheela Foam Limited announced strong financial results for Q4 and the full fiscal year 2026. For Q4 FY26, consolidated revenues increased by 24% year-on-year to ₹1,050 crore, with consolidated PAT at ₹92 crore. The full fiscal year 2026 saw consolidated revenues grow by 11% to ₹3,821 crore, and PAT recorded a substantial 78% year-on-year increase to ₹161 crore. Core EBITDA margins showed robust expansion, reaching 11.5% in Q4 FY26 and 10.8% for the full year, supported by higher volumes, improved gross margins, and operating leverage. Management highlighted FY26 as a pivotal year for realizing benefits from the Kurlon acquisition and its integration, contributing to broad-based growth across both Sleepwell and Kurlon brands, and the foam segment, culminating in the company's highest-ever turnover and EBITDA.

Key Highlights

1. 1

   Sheela Foam Limited's consolidated revenues for Q4 FY26 grew by 24% year-on-year to ₹1,050 crore, and by 11% for the full fiscal year 2026 to ₹3,821 crore.

2. 2

   Consolidated Profit After Tax (PAT) for Q4 FY26 was ₹92 crore, while for FY26, PAT reached ₹161 crore, marking a significant 78% increase year-on-year.

3. 3

   Core EBITDA for Q4 FY26 surged by 90% year-on-year to ₹121 crore, with margins expanding by 400 basis points to 11.5%, driven by higher volumes and improved gross margins.

4. 4

   For the full fiscal year 2026, consolidated core EBITDA grew by 46% to ₹414 crore, and margins improved by 261 basis points to 10.8%.

5. 5

   The Mattress segment registered a YoY volume growth of 13% in Q4 FY26 and 12% for the full year, while Foam volumes grew by 34% YoY in Q4 FY26 and 18% for FY26.

6. 6

   The Board of Directors has recommended a 20% dividend.

7. 7

   The company achieved its highest-ever turnover and EBITDA in its history for FY26, a testament to the strength of its integrated platform and focused execution.