| Revenue growth | 19.0% YoY growth in Q1 FY27. |
|---|---|
| Margins | Gross margin under pressure (23.2%); normalization expected from Q2 onwards. |
| Demand visibility | Strong; record milk procurement of 21.1 LLPD. |
| Management confidence | High; banking on strong procurement cycle and VAP portfolio. |
Growth
Q1 FY27 Revenue grew 19.0% YoY; EBITDA declined 21.3% YoY to INR 64.9 Cr with a 5.4% margin.
Outlook
Total capex plan of INR 590 Cr+ for FY26-28; expanding Maharashtra capacity by 10 LLPD and African operations.
Risks
Higher procurement prices rose faster than realization prices; increased employee and packing costs due to new labor laws and geopolitics.
Last quarter's promises, checked
Delivered
- Maintain revenue growth momentum → delivered INR 1,197.9 Cr (+19.0% YoY) (= BEAT)
- Focus on VAP growth (Curd) → delivered 41.4% YoY curd volume growth (= BEAT)
Partly delivered
- Maharashtra project start by end of FY27 → civil work ongoing with INR 69 Cr spent (= PARTIAL)
- Uganda greenfield expansion → land secured, project in two-phase execution (= PARTIAL)
Missed
- EBITDA margin range 8% to 11% → delivered 5.4% (= MISS)
- Maintain 8%-8.5% margins in upcoming quarters → delivered 5.4% (= MISS)
Investor Presentation filed with NSE, NSE: DODLA. Summary written with AI assistance from the document.
Dodla Dairy Ltd: key numbers
- Share price
- ₹1,013.30
- Market cap
- ₹6,113 Cr
- Revenue (annual)
- ₹4,125 Cr
- Net profit (annual)
- ₹267.0 Cr
- P/E (TTM)
- 25.0×Sector 42.0×
- 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 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
Dodla Dairy Board Meeting Date
Dodla Dairy scheduled a board meeting for July 25, 2026. The board will consider unaudited standalone and consolidated financial results for the June quarter.