Sheela Foam Ltd (SFL) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Furlenco will be consolidated from Q3 FY27, adding ~Rs. 500-600 crore revenue and ~Rs. 200 crore EBITDA annually at a 40% margin.
- Management projects a combined pro-forma FY27 EBITDA of Rs. 600 crores for the group, with an expected margin of around 12%.
- A deferred tax asset of Rs. 150 crores from the Kurl-on acquisition is expected to result in minimal tax payments for another one to two years.
Performance Overview
- Achieved the first-ever Q2 revenue milestone by crossing Rs. 1,000 crores, marking a 19% consolidated growth to Rs. 1,045 crores.
- Maintained absolute profitability despite significant raw material cost pressures and increased brand investments.
- Successfully passed on significant raw material price increases to the market, showcasing the strength of its brands.
- Furlenco became a subsidiary from October 1st, 2026, significantly expanding the group's B2C portfolio into furniture rental and retail.
- Invested heavily in brand promotion through the 'Great Sleepwell Festival' to build a strong demand pipeline for the second half of the year.
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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Tone & Disclosure
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