• Raw material pressures: Rising crude, polyol, and TDI prices from the West Asia crisis prompted calibrated price hikes in March and April, though the company absorbed a portion of the costs to safeguard market share.
• Mattress market runway: The total mattress market is estimated at ₹16,000 to ₹17,000 crore, with unorganized players accounting for nearly 60%, offering substantial room for growth as consumers shift toward branded and online options.
• Furniture margin outlook: Multiple furniture sub-segments are already profitable, and efficiencies from an automated, robot-run factory are expected to drive significant margin expansion over the next two to three quarters.
• Store expansion plans: Wakefit plans to add 75 to 80 fresh asset-light, display-only stores in FY27, with rollout paced by retail metrics such as rent-to-revenue ratio, same-store sales growth, and payback periods rather than cash reserves.