Sheela Foam Ltd (SFL) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported robust growth in Q2 and H1 FY26, achieving consolidated core EBITDA margins above 10% for the quarter, driven by strong performance in the mattress business.
- The mattress business demonstrated significant volume growth, with the Sleepwell brand growing by 14% and the recently integrated Kurlon brand growing by 13% in Q2, indicating successful synergy and market acceptance.
- The company is aggressively expanding its retail footprint, having added a net of 420 new exclusive showrooms in H1 FY26, with plans to add a similar number in H2, targeting a total of 800 new showrooms for the full year to drive future growth.
- E-commerce continues to be a high-growth channel, registering a 73% year-on-year volume growth in H1 FY26, supported by a strategic focus on the company's own brand.com platform to improve margins.
- International subsidiaries in Australia and Spain are showing signs of recovery, with profitability returning to near double-digit EBITDA levels despite lower raw material prices affecting top-line figures.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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