Q1 2025 Sheela Foam Ltd Earnings Call Transcript
Key Points
- Sheela Foam Ltd (BOM:540203) reported a 26% year-on-year increase in consolidated revenue for Q1 FY25.
- The company has successfully integrated Perlos and Cordon Enterprises Limited, which were acquired in October 2023.
- The integration of ERP systems was completed in less than a week, ensuring cybersecurity and operational efficiency.
- International businesses in Australia and Spain have increased their capacities significantly, positioning them well for future growth.
- The company has achieved a run rate of about 100 crores in cost savings from the integration process, with potential for more.
- EBITDA for the quarter declined by 23% year-on-year, with EBITDA margins falling to 7.4%.
- Net profit for the quarter decreased by 25% year-on-year on a standalone basis.
- The integration process caused temporary disruptions, particularly affecting sales and revenue growth.
- Gross margins on a standalone basis declined by approximately 383 basis points year-on-year.
- The company faced challenges due to a negative economic environment, impacting consumer durable sales.
Ladies and gentlemen, good day, and welcome to the Schindler FOAM Limited Q1 FY 25 earnings conference call hosted by Elara Securities Private Limited. As a reminder, all participants' line will be in the listen-only mode. There will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star, then zero on your touchtone phone. Note that this conference is being recorded conference over to Mr. Amit Purohit from Elara Securities Private. And over to you.
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Yes, good evening. Everyone. On behalf of Elara Securities, we welcome you all for the Q1 FY 25 conference call of Sheila form. I take this opportunity to welcome the management of phone represented by Mr. David Gordon, Executive Chairman, Tushar Gautam, Managing Director, Mr. Neves Mazumdar, CEO, India Business, and Mr. Amit Kumar Gupta, Group CFO.
We will begin the call with a brief
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