| Revenue growth | FY26: 11% YoY; Q4FY26: 18.1% YoY. |
|---|---|
| Margins | EBITDA margin 7.5% (FY26) vs 10.2% (FY25) due to high input costs. |
| Demand visibility | Strong volume-driven growth; VAP demand seasonally impacted by rainfall. |
| Management confidence | High; focusing on long-term expansion and Eastern India growth. |
Growth
FY26 Revenue grew 11% YoY to ₹41.3 Bn; PAT rose 2.7% YoY to ₹2.67 Bn. Q4FY26 revenue surged 18.1% YoY.
Outlook
Planned capex of ₹5,900 Mn+ through FY28, including 10 LLPD Maharashtra plant and Uganda greenfield project.
Risks
Constrained milk supply and rising procurement prices outpaced realization, leading to margin compression in FY26.
Earnings Call filed with NSE, NSE: DODLA. Summary written with AI assistance from the document.
Dodla Dairy Ltd: key numbers
- Share price
- ₹1,010.70
- Market cap
- ₹6,097 Cr
- Revenue (annual)
- ₹4,125 Cr
- Net profit (annual)
- ₹267.0 Cr
- P/E (TTM)
- 24.9×Sector 42.5×
- Promoter holding
- 58.92%+0.00% QoQ
- FII holding
- 6.06%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dodla Dairy Ltd
All →Dodla Dairy Capital Structure Change
DSP Trustee Private Limited acquired 3,12,168 shares of Dodla Dairy Limited through open market purchases. The transaction increased their total stake to 7.16%.
Dodla Dairy Earnings Call Transcript: Key Takeaways
Dodla Dairy achieved record quarterly revenue of ₹1,198 Cr, but margins faced severe pressure due to elevated milk procurement costs and higher operating expenses.
- Call
- Guides 15% growth
Dodla Dairy Merger & Restructuring Worth ₹11.65 Cr
Dodla Dairy has acquired a 2% stake in Sids Farm Private Limited for ₹11.65 Crore. The investment strengthens its position in the premium D2C dairy segment.
- Value
- ₹11.65 Cr
- Execution
- Within approximately one month
Dodla Dairy Investor Presentation: Key Takeaways
Dodla Dairy reported its highest-ever quarterly revenue of INR 1,197.9 Cr in Q1 FY27, driven by strong procurement and VAP sales, despite margin pressure from elevated milk procurement prices.
Dodla Dairy Results Update
Dodla Dairy released Q1 FY27 results with revenue of ₹1,197.9 Cr. The company also announced a ₹11.6 Cr strategic investment for a 2% stake in Sids Farm.
- Value
- ₹11.60 Cr
Dodla Dairy Q1 FY27 Results: Net Profit ₹40.6 Cr, Down 35.5% YoY
Dodla Dairy Ltd reported revenue from operations of ₹1,198 Cr (+19.0% YoY) and net profit of ₹40.6 Cr (-35.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹40.6 Cr · -35.5% YoY