Consumer Cyclical
Sheela Foam Limited Q4 FY26: PAT Up 78%, Revenue Grows 24%
Sheela Foam Limited (SFL) reports Q4 FY26 results with a 78% PAT increase and 24% revenue growth, driven by strong mattress and foam segments.
Sheela Foam Limited (SFL) has delivered a robust performance for Q4 FY26, registering a 78% year-on-year increase in profit after tax (PAT) and a 24% rise in consolidated revenues. The company’s board has recommended a 20% dividend for the financial year. The mattress segment saw a 13% volume growth for Q4 FY26 and 12% for FY26, while the foam segment experienced a 34% and 18% volume growth respectively.
Operational Highlights
Revenue for Q4 FY26 grew by 24% year-on-year to ₹ 1,050 crore from ₹ 850 crore, driven by higher volume growth in both mattress and foam segments. Core EBITDA surged by 90% to ₹ 121 crore from ₹ 64 crore, with margins expanding by 400 basis points to 11.5% from 7.5% year-on-year.
Financial Highlights
The consolidated PAT for Q4 FY26 was ₹ 92 crore, with a cash EPS of ₹ 14.2. For the full fiscal year FY26, PAT reached ₹ 161 crore, a significant 78% increase from ₹ 90 crore in FY25. Cash EPS for FY26 was ₹ 35.2, reflecting strong financial health.
Mr. Rahul Gautam, Chairman & Managing Director, commented on the results, highlighting the benefits of the Kurlon acquisition and its integration with Sheela Foam. He noted the strong growth across both revenue and profitability, attributing it to the company’s integrated platform and focused execution.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Sheela Foam Limited
Sheela Foam Limited belongs to the Consumer Cyclical › Furnishings, Fixtures & Appliances sector. Here’s a quick read on where the business and the stock stand today.
Sheela moves sideways over three months, with neither buyers nor sellers taking control. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock gains 4.4% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 6.1% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Sheela Foam Limited.
Consumer Cyclical
Le Travenues Technology Limited (ixigo) Delivers All-time High PAT of Rs.63.42 Cr in Q2 FY27
Le Travenues Technology Limited (IXIGO) reports all-time high PAT of Rs.63.42 Cr in Q2 FY27, with Hotels emerging as a significant growth driver.
Le Travenues Technology Limited (NSE: IXIGO) announced its standalone and consolidated financial results for the quarter ended September 30, 2026. The company delivered resilient growth in Q2 FY27, supported by its diversified multimodal travel business. The Gross Transaction Value (GTV) grew 22% YoY to Rs. 5,304.47 Cr, while Revenue from Operations increased 13% YoY to Rs. 320.96 Cr. Notably, the Profit After Tax (PAT) reached an all-time high of Rs. 63.42 Cr, aided by the partial sale of a stake in Freshbus.
Key Financial Highlights
The company’s Contribution Margin rose 14% YoY to Rs. 124.86 Cr. Additionally, the Adjusted EBITDA stood at Rs. 23.58 Cr in Q2 FY27, down 17% YoY from Rs. 28.48 Cr in Q2 FY26. The revenue from operations grew 13% YoY to Rs. 320.96 Cr.
Growth in Hotels Business
The Hotels business emerged as ixigo’s fastest-growing line of business, with GTV growth of 2.6x YoY to Rs. 111.34 Cr in Q2 FY27. The revenue from Hotels grew over 6x to Rs. 8.1 Cr in Q2 FY27. This growth was driven by a significant increase in room nights booked, crossing 4.7 lakhs for the quarter, growing 295% YoY.
As a result, ixigo’s Hotels business is poised to be a major growth engine for the company in the future. The company continues to invest in supply, product, and customer experience, aiming for emerging product-market fit in Hotels.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Le Travenues Technology Limited
Le Travenues Technology Limited belongs to the Consumer Cyclical › Travel Services sector. Here’s a quick read on where the business and the stock stand today.
Le drops 27.7% over three months and trades near its 52-week lows. Thin margins at 6.7% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 34.8% and profits at 49.4% CAGR. Both numbers are exceptional. The stock sits at 3% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 34.8% and profits at 49.4% CAGR, with D/E of 0.06. Meanwhile, the stock dips 27.7% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Le Travenues Technology Limited.
Auto Manufacturers
Hero Motocorp Limited Launches All-new Xtreme 160R 4V and Refreshed Xtreme 250R
Hero MotoCorp Limited (HEROMOTOCO) launches all-new Xtreme 160R 4V and refreshed Xtreme 250R, marking a significant step in its premiumization journey.
Hero MotoCorp Limited (HEROMOTOCO) is accelerating its premium growth ambitions with the launch of the all-new Xtreme 160R 4V and refreshed Xtreme 250R. The twin launch marks a significant step in strengthening the company’s premium motorcycle portfolio, bringing together sharper streetfighter styling, exhilarating performance, and advanced rider-focused technology across two key segments.
All-New Xtreme 160R 4V
Since its debut in 2023, the Xtreme 160R 4V has been a key pillar of Hero MotoCorp’s premium motorcycle portfolio. The all-new model is its most comprehensive transformation yet: a complete redesign carrying the Xtreme family DNA, segment-leading performance, and a host of innovative technology.
Refreshed Xtreme 250R
The refreshed Xtreme 250R raises the bar in the 250cc performance segment with enhanced performance, advanced technology, sharper dynamics, and premium design and finish. Combining track-inspired technology and confidence-inspiring handling with everyday usability, it delivers an exhilarating, well-rounded riding experience.
Hero MotoCorp Limited remains committed to delivering aspirational, technology-led products and accelerating its premiumization journey.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Hero MotoCorp Limited
Hero MotoCorp Limited belongs to the Consumer Cyclical › Auto Manufacturers sector. Here’s a quick read on where the business and the stock stand today.
Hero posts a 6.4% three-month gain, but softens in the last few weeks. The PEG of 0.71 signals undervaluation relative to growth. It is a potential re-rating candidate. D/E stands at 0.00 with a 3.55% dividend yield. Furthermore, the business records zero revenue dips and zero loss quarters in five years — a fortress balance sheet. The stock gives back 0.2% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 11.7% and profits at 26.9%, and the dividend yield stands at 3.55%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Hero MotoCorp Limited.
Consumer Cyclical
Indo Rama Synthetics (india) Limited Q2fy27: Profit Growth and Margin Expansion
Indo Rama Synthetics (INDORAMA) reports Q2FY27 results with 10% revenue growth, 201.8% PAT increase, and margin expansion.
Indo Rama Synthetics (India) Limited (INDORAMA) announced its financial results for the quarter ending September 30, 2026, marking a strong quarter of profit growth and margin expansion. The company reported total income of ₹1,344 crore, registering a 10% year-on-year (YoY) growth and a 43% quarter-on-quarter (QoQ) increase.
Revenue Performance
The company’s revenue performance highlights the robust growth despite a challenging operating environment. Consolidated total income stood at ₹1,344 crore in Q2 FY27, compared with ₹1,222.4 crore in Q2 FY26.
Strong EBITDA Growth
EBITDA increased by 46.4% YoY to ₹117.7 crore in Q2 FY27, compared with ₹80.4 crore in Q2 FY26. For H1 FY27, EBITDA grew by 24.9% YoY to ₹225.7 crore.
Robust Profitability Growth
Profit After Tax (PAT) increased to ₹74.1 crore in Q2 FY27, compared with ₹24.6 crore in Q2 FY26, representing a 201.8% YoY increase. H1 FY27 PAT rose by 78.3% YoY to ₹137.8 crore.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Indo Rama Synthetics (India) Limited
Indo Rama Synthetics (India) Limited belongs to the Consumer Cyclical › Textile Manufacturing sector. Here’s a quick read on where the business and the stock stand today.
Indo gains 94.8% over three months and trades near its 52-week highs. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. No meaningful dividend — total return is entirely dependent on capital appreciation. Buyers show up with 1.5x the volume of sellers. Moreover, they dominated on 18 of recent sessions versus 12 for sellers — a healthy accumulation pattern. The stock rises 94.8% in three months on 6.1% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Indo Rama Synthetics (India) Limited.
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