Sheela Foam Limited Q2 FY'26 Earnings Conference Call Transcript
Sheela Foam releases transcript of investor call for quarter ended September 30, 2025. Reports 5% Y-o-Y revenue growth; EBITDA up 31%. Kurlon merger complete.
The announcement provides insights into the company's financial performance, strategic initiatives, and future outlook, which can influence investor sentiment and stock valuation.
The announcement is a release of the transcript of the conference call and contains factual information about the company's financial performance, growth, and future plans.
* Transcript of the Investors’ conference call for the quarter and half-year ended September 30, 2025, has been released. * The conference call was held on November 06, 2025. * Rahul Gautam, Executive Chairman and Managing Director, mentioned that the merger of Kurlon with Sheela Foam is complete, effective from October 20, 2023. * The company recorded core EBITDA margins above 10% on a consolidated basis for both the quarter and half-year. * Mattress business grew by 13%, and the foam business grew by 9% in Q2 FY'26. * Sleepwell grew by 14%, while Kurlon grew by 13% within the mattress business. * The company expects to add a similar number of 420 showrooms in the second half of the year, totaling 800 by year-end. * Furlenco added more than 34,000 net customers in H1 FY'26 and achieved a PAT of ₹9 crore, with a revenue run rate above ₹350 crore per annum. * Furlenco is raising ₹125 crore, in which SFL would be contributing about ₹30 crore to limit dilution. * Amit Kumar Gupta, Group CFO, mentioned that on a consolidated basis, the company grew by around 5% Y-o-Y, from ₹1,622 crore to ₹1,696 crore. * Core EBITDA grew by around 31%, from ₹135 crore to ₹177 crore, resulting in a margin expansion by 210 basis points. * The company reported a PAT of ₹17 crore in H1 FY'26, which includes a one-time impact of MTM on foreign currency and financial investments of ₹18 crore. Normalized PAT stands at around ₹35 crore.
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Sheela Foam Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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