Sheela Foam Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2021 • Finished Goods - PU Foam Sheets/Mattresses/Rolls/Bolster/Pillows etc.: 97.3% • Traded Goods - Bed Sheets/Comforters/PU Foam/Spring/Coir mattresses etc.: 2.6% • Other Operating Revenue: 0.1%
AI Sector View
AI GENERATEDConsumer Durables
Urban discretionary demand is mixed but investable. Credit card transactions rose 27.0% YoY (2026-06), urban CMIE sentiment was 109.5 (2026-07), and consumer spending remained large at INR 44743 billion (Jun/26), even though formal consumer confidence fell to 88.3 points (Jul/26) and debit card transactions were -9.0% YoY (2026-06). Heavy sector inflows of INR 13175 crore over 3 months to 2026-08-31 indicate strong investor positioning behind the theme.
PROS
- Latest quarter profit grew 82.3% YoY, showing strong momentum
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.88x)
- Working capital cycle has improved - days down from -3 to -32
- Stock looks reasonably valued - P/E of 46.1 is below its historical median
- Company generates healthy free cash flow
- Company maintains a comfortable, low leverage position
CONS
- Company has a low return on equity of 5.5% over last 3 years
- Company has a low return on capital employed of 7.6%
- Receivables are growing faster than sales - a possible quality concern
- Company has delivered a poor profit growth of -6.3% over past five years
- Recurring exceptional / one-off items are inflating headline profit
- Operating margins have contracted to 8.8% from 12.7%
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| HINDUNILVR | 1934.00 | 30.38 | 454410.95 | 2.12 | 2680.00 | -3.18 | 17341.00 | 6.24 | 28.98 | 22.76 |
| GODREJCP | 864.60 | 46.24 | 88474.95 | 2.31 | 504.52 | 11.51 | 4225.47 | 16.02 | 17.96 | 18.96 |
| DABUR | 376.50 | 33.87 | 66789.48 | 2.19 | 586.16 | 15.32 | 3764.39 | 10.57 | 21.37 | 19.68 |
| COLPAL | 1797.60 | 112.63 | 48892.14 | 2.67 | 3430.80 | 970.05 | 16033.00 | 1018.01 | 110.06 | 30.12 |
| CUPID | 280.00 | 274.07 | 37650.50 | 0.00 | 441.49 | 2841.89 | 1569.80 | 2524.64 | 33.93 | 39.70 |
| PGHH | 7519.40 | 30.87 | 24408.53 | 3.39 | 126.27 | -34.25 | 891.46 | -4.67 | 157.81 | 19.08 |
| GILLETTE | 7307.85 | 35.64 | 23812.79 | 3.28 | 159.45 | 9.44 | 783.02 | 10.80 | 90.62 | 29.09 |
| EMAMILTD | 363.90 | 21.23 | 15884.24 | 2.75 | 138.94 | -15.41 | 1039.21 | 14.95 | 29.54 | 21.61 |
| GALAXYSURF | 2188.10 | 21.93 | 7757.85 | 1.01 | 165.92 | 108.73 | 1781.90 | 39.44 | 13.39 | 13.99 |
| SAFARI | 1543.70 | 45.83 | 7563.71 | 0.26 | 47.75 | -5.43 | 588.58 | 11.51 | 21.55 | 12.81 |
| SFL | 691.25 | 35.19 | 7548.68 | 0.14 | 62.34 | 770.67 | 1031.94 | 25.63 | 6.76 | 10.85 |
| JYOTHYLAB | 195.00 | 19.33 | 7160.68 | 1.79 | 76.27 | -2.41 | 666.96 | 1.06 | 30.71 | 15.49 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 456 | 423 | 513 | 487 | 504 | 615 | 781 | 662 | 697 | 667 | 842 | 819 | 761 | |
| 395 | 377 | 460 | 437 | 456 | 560 | 715 | 650 | 630 | 604 | 757 | 729 | 722 | |
| Operating Profit | 61 | 46 | 53 | 50 | 48 | 55 | 65 | 12 | 67 | 63 | 84 | 90 | 39 |
| OPM % | 13.35% | 10.78% | 10.36% | 10.31% | 9.45% | 8.96% | 8.35% | 1.86% | 9.56% | 9.39% | 10.02% | 11.03% | 5.11% |
| 11 | 22 | 22 | 59 | 37 | 30 | 11 | 59 | 10 | -0 | 8 | 32 | 7 | |
| Interest | 2 | 3 | 18 | 20 | 22 | 22 | 23 | 29 | 23 | 22 | 11 | 15 | 12 |
| Depreciation | 11 | 13 | 15 | 20 | 19 | 35 | 33 | 34 | 22 | 33 | 31 | 17 | 17 |
| Profit before Tax | 59 | 52 | 42 | 69 | 44 | 27 | 20 | 8 | 32 | 8 | 50 | 90 | 59 |
| Tax % | 27.30% | 26.46% | 27.19% | 18.48% | 26.62% | 22.52% | 13.92% | -71.03% | 25.32% | 29.20% | 23.28% | 16.42% | 25.21% |
| Net Profit | 43 | 38 | 31 | 56 | 32 | 21 | 17 | 14 | 24 | 6 | 39 | 76 | 44 |
| 4.38 | 3.90 | 2.84 | 5.18 | 2.95 | 1.93 | 1.58 | 1.24 | 2.22 | 0.52 | 3.54 | 6.92 | 4.02 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,429 | 1,657 | 1,814 | 1,755 | 1,694 | 2,008 | 2,039 | 1,880 | 2,675 | 2,962 | 3,089 | |
| 1,267 | 1,465 | 1,632 | 1,530 | 1,457 | 1,774 | 1,830 | 1,670 | 2,496 | 2,665 | 2,812 | |
| Operating Profit | 162 | 191 | 182 | 224 | 237 | 234 | 208 | 210 | 179 | 298 | 276 |
| OPM % | 11.35% | 11.53% | 10.04% | 12.79% | 14.01% | 11.64% | 10.21% | 11.17% | 6.71% | 10.05% | 8.94% |
| 26 | 25 | 32 | 32 | 47 | 70 | 75 | 115 | 158 | 48 | 47 | |
| Interest | 7 | 6 | 7 | 8 | 9 | 7 | 8 | 44 | 97 | 71 | 60 |
| Depreciation | 24 | 28 | 31 | 33 | 33 | 32 | 41 | 58 | 130 | 110 | 98 |
| Profit before Tax | 157 | 183 | 176 | 215 | 243 | 265 | 234 | 222 | 111 | 165 | 208 |
| Tax % | 29.30% | 31.00% | 29.57% | 23.07% | 25.59% | 25.42% | 26.92% | 24.34% | 16.12% | 20.71% | 21.07% |
| Net Profit | 111 | 126 | 124 | 166 | 181 | 197 | 171 | 168 | 93 | 131 | 164 |
| EPS | 22.79 | 25.82 | 25.35 | 33.93 | 37.13 | 20.22 | 17.54 | 15.48 | 8.49 | 11.96 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 8.36% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 9%
- 5 Years:
- 12%
- 3 Years:
- 13%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 4%
- 5 Years:
- -6%
- 3 Years:
- -9%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- -10%
- 3 Years:
- -15%
- 1 Year:
- -7%
RETURN ON EQUITY
- 10 Years:
- 17%
- 5 Years:
- 9%
- 3 Years:
- 5%
- Last Year:
- 5%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 24 | 24 | 24 | 24 | 24 | 24 | 49 | 54 | 55 | 55 |
| 397 | 522 | 645 | 806 | 989 | 1,185 | 1,313 | 2,618 | 2,713 | 2,843 | |
| 42 | 55 | 70 | 76 | 52 | 69 | 173 | 1,009 | 1,041 | 550 | |
| Trade Payables | 134 | 113 | 117 | 114 | 233 | 194 | 188 | 161 | 245 | 327 |
| 177 | 174 | 167 | 149 | 364 | 383 | 317 | 448 | 460 | 352 | |
| Total Liabilities | 775 | 888 | 1,023 | 1,170 | 1,663 | 1,855 | 2,040 | 4,290 | 4,513 | 4,127 |
| 232 | 252 | 265 | 275 | 274 | 253 | 307 | 501 | 2,268 | 2,277 | |
| Capital Work in Progress | 3 | 4 | 1 | 17 | 1 | 1 | 103 | 80 | 54 | 25 |
| 73 | 195 | 416 | 443 | 623 | 839 | 960 | 3,068 | 1,082 | 784 | |
| 110 | 130 | 153 | 165 | 228 | 203 | 207 | 150 | 246 | 280 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 189 | 219 | 283 | |
| Cash & Bank | 196 | 145 | 12 | 29 | 36 | 15 | 13 | 13 | 31 | 12 |
| 162 | 163 | 175 | 240 | 501 | 544 | 450 | 289 | 613 | 466 | |
| Total Assets | 775 | 888 | 1,023 | 1,170 | 1,663 | 1,855 | 2,040 | 4,290 | 4,513 | 4,127 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 170 | 162 | 176 | 182 | 230 | 266 | 215 | 246 | 232 | 259 | |
| Cash from Investing | 4 | -71 | -240 | -103 | -163 | -210 | -187 | -2,160 | -46 | 292 |
| Cash from Financing | -50 | -9 | -8 | -9 | -9 | -6 | 38 | 1,915 | -173 | -570 |
| 56 | 34 | -129 | 18 | 6 | -21 | -2 | -0 | 13 | -19 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-11 - Sheela Foam Limited has informed the Exchange about Schedule of meet
2026-09-08 - Sheela Foam Limited has informed the Exchange about Credit Rating
2026-09-01 - Sheela Foam Limited has informed the Exchange about Resignation of Director/KMP/SMP
2026-09-01 - Sheela Foam Limited has informed the Exchange regarding Resignation of Ms Shaili Tyagi as Other of the company w.e.f. August 31, 2026.
2026-08-21 - Sheela Foam Limited has informed the Exchange about Copy of Newspaper Publication
2026-08-21 - Sheela Foam Limited has informed the Exchange about Schedule of meet
2026-08-21 - Sheela Foam Limited has informed the Exchange about Schedule of meet
2026-08-20 - Sheela Foam Limited has informed the Exchange regarding Notice of Postal Ballot
2026-08-07 - Sheela Foam Limited has informed the Exchange about Transcript
News
Recent coverage and analyst commentary for SFL
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Sheela Foam Ltd.
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