SFLSheela Foam Ltd.

₹671.55-1.40%

Market Cap

₹7,391.79 Cr

Stock P/E

128.53

ROCE

10.36%

ROE

8.61%

Book Value

₹278.88

Financials

YoY Net Sales

EPS Growth

Operating Margin

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From Last Concall

POSITIVES

•
Q1 FY26 India revenues and margins improved despite a slow-start; the India business posted Rs 644 crore revenue with core EBITDA at Rs 75 crore and a 11.7% margin, up from 8.4% YoY.
•
Consolidated profitability and margins expanded sharply driven by integration benefits; Q1 consolidated revenue grew to Rs 821 crore with core EBITDA of Rs 85 crore and EBITDA margin at 10.4%, aided by cost synergies.

NEGATIVES

•
Forex hedging hedged exposure reduced profitability; the core EBITDA figure excludes a forex loss of Rs 10 crore, which negatively affected performance this year.
•
Profitability waryness from prior-year one-offs; Q1 net profit was only Rs 7 crore as against higher potential due to Rs 31 crore claims booked in Q1 FY25, creating a distorted YoY comparison.

Peers Summary

Sector Laggard

Sheela Foam Ltd. struggles in comparison with its peers in the Household & Personal Products sector, exhibiting low growth, profitability, and higher valuation metrics, which may deter potential investors. The company stands out with a significant underperformance in revenue growth and return metrics compared to the sector leaders, indicating a need for strategic reassessment.

Key Points

• Lowest revenue growth (YoY) at 3.79% among peers.
• Lowest ROE at 8.61%, indicating weaker profitability.
• Highest PE ratio at 69.46, suggesting overvaluation against peers.
• Debt-to-equity ratio of 0.4391 is manageable but still higher than some peers.
• High EBITDA margin (12.71%) but significantly lower than industry leaders.

Top Performers

Hindustan Unilever Ltd.

Highest profitability metrics with strong ROE and profit margins.

Colgate-Palmolive (India) Ltd.

Exceptional ROE and lowest PE, indicating strong profitability with good valuation.

Dabur India Ltd.

Solid growth in revenue and profitability with manageable debt levels.

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