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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Sheela Foam (SFL) investor relations material
Sheela Foam Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary6 Nov, 2025
Executive summary
Q2 and H1 FY26 saw robust growth, with consolidated revenue reaching INR 1,696 crore in H1 and the Kurlon merger finalized and integrated, restating comparative financials accordingly.
Mattress business volumes grew 13% in Q2 and 11% in H1 year-over-year, with strong e-commerce and new showroom launches driving double-digit growth for Sleepwell and Kurlon brands.
Leadership changes included the CMD devoting more time to operations and elevation of key executives to guide strategy.
Furlenco added 34,000 customers in H1, now present in 29 cities, with increased profitability and an annualized revenue run rate above INR 350 crore.
The Board approved the amalgamation of Kurlon Enterprise Limited and its subsidiaries, effective October 20, 2023, with results restated using the pooling of interest method.
Financial highlights
Consolidated revenue grew 5% year-over-year to INR 1,696 crore in H1 FY26, with core EBITDA up 31% to INR 177 crore and margin expansion to 10.4% from 8.3%.
Mattress value growth was 11%, foam business value growth 3% despite lower raw material costs.
Normalized PAT for H1 was INR 35 crore, adjusted for INR 18 crore of one-time MTM losses; reported PAT was INR 17 crore.
Net worth as of September 30, 2025, stood at INR 3,087.10 crore.
Cash flow from operating activities for H1 FY26 was INR 117.80 crore.
Outlook and guidance
Expectation of higher growth in India versus overseas, with India business anticipated to outpace international segments.
Top-line growth target of 12%-15% and profitability margins expected to reach 12%-15% in the next year.
E-commerce revenue targeted at INR 200-250 crore for FY26, with a goal of 30% market share in coming years.
Tarang and Aaram expected to reach INR 120-125 crore in revenue for the full year.
Continued focus on operational efficiency and integration of acquired businesses.
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Next Sheela Foam earnings date
Q3 25/262 Feb, 2026
Next Sheela Foam earnings date
Q3 25/262 Feb, 2026
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