Sheela Foam Q3 FY26: Revenue Up 11% to ₹1074 Cr, PAT Jumps 213% to ₹53 Cr
Sheela Foam's Q3 FY26 consolidated revenue rose 11% YoY to ₹1074 crore. PAT surged 213% YoY to ₹53 crore, driven by strong volume growth in mattress and foam segments. Core EBITDA grew 39% YoY to ₹117 crore with margins expanding to 10.9%. E-commerce and U20 segments showed significant volume increases.
The substantial increase in PAT and revenue, coupled with strong operational performance and positive management commentary about the Kurlon acquisition's impact, indicates a significant positive impact on the company's financial health and market position.
The company reported significant year-on-year growth in revenue, PAT, and EBITDA, along with margin expansion. Positive commentary from the Chairman and strong performance in key segments like e-commerce and mattress further support a positive sentiment.
Sheela Foam Limited announced its financial results for the quarter and nine-month period ended December 31, 2025, on February 3, 2026. The company reported consolidated revenues of ₹1074 crore for Q3 FY26, an 11% year-on-year increase from ₹967 crore in Q3 FY25. This growth was driven by higher volumes in both the mattress and foam segments.
The mattress segment registered an 11% volume growth for Q3 FY26, while the foam segment grew by 20% YoY. Notably, the e-commerce business saw significant growth, with a 138% YoY volume increase on its own website and 39% YoY on platforms during the 9M FY26 period. The U20 segment also performed well, clocking 49% YoY volume growth and 53% value growth in 9M FY26.
Consolidated Profit After Tax (PAT) for Q3 FY26 stood at ₹53 crore, a substantial 213% increase compared to ₹17 crore in the previous year. For the nine-month period ended FY26, PAT was ₹69 crore, a 10% decrease from ₹77 crore in 9M FY25, primarily due to a one-time insurance claim income of ₹31 crore recognized in the prior year.
Core EBITDA for Q3 FY26 grew by 39% YoY to ₹117 crore from ₹84 crore, with margins expanding by 220 basis points to 10.9%. For 9M FY26, Core EBITDA increased by 34% YoY to ₹293 crore, and margins expanded by 213 basis points to 10.6%.
Mr. Rahul Gautam, Chairman & Managing Director, commented that the Kurlon acquisition is yielding positive results, driving a turnaround and initiating a phase of double-digit growth for Sheela Foam. He expressed confidence in sustained, profitable growth supported by robust cash generation.
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