| Revenue growth | 17.4% YoY Q2; 18.2% YoY H1 |
|---|---|
| Margins | Gross margin 23.1% vs 27.7%; EBITDA margin 5.4% vs 9.1% |
| Demand visibility | Festive demand shifted to Q3; positive momentum in October |
| Management confidence | Cautious; 'dynamic' environment, elevated milk prices |
Growth
Revenue +17.4% YoY on milk sales volume +8.4% and a ₹2.5/litre price hike. Africa +55.9%, Orgafeed +39.9%, VAP ₹327 Cr (+11.7%).
Outlook
No explicit FY27 growth guidance. Maharashtra plant (₹320 Cr, ₹143 Cr spent) targets commercial ops by end-FY27; FY26-28 capex plan ₹670 Cr.
Risks
Procurement prices +15.7% vs realisation +8.0%, compressing margins. Packing costs +41.6% YoY; geopolitical inflation; bulk SMP/butter sales nil vs ₹28.3 Cr.
Investor Presentation filed with NSE, NSE: DODLA. Summary written with AI assistance from the document.
Dodla Dairy Ltd: key numbers
- Share price
- ₹991.90
- Market cap
- ₹5,984 Cr
- Revenue (annual)
- ₹4,125 Cr
- Net profit (annual)
- ₹267.0 Cr
- P/E (TTM)
- 24.4×Sector 38.3×
- 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 Results Update
Dodla Dairy's press release shows Q2 FY27 revenue up 17.4% but PAT down 44.3%. It also flags a proposed 40% stake in a joint venture with MIHL.
Dodla Dairy Q2 FY27 Results: Net Profit ₹36.6 Cr, Down 44.3% YoY
Dodla Dairy Ltd reported revenue from operations of ₹1,196 Cr (+17.4% YoY) and net profit of ₹36.6 Cr (-44.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹36.6 Cr · -44.3% YoY
Dodla Dairy Legal & Regulatory
Dodla Dairy clarified media reports on FSSAI proceedings, stating no formal prosecution order exists and emphasizing its commitment to food safety standards.
Dodla Dairy Board Meeting Date
Dodla Dairy has scheduled a board meeting for 28 October 2026 to consider Q3 unaudited standalone and consolidated financial results. No other agenda items are disclosed.
Dodla Dairy Other Announcement
Dodla Dairy Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, in compliance with SEBI regulatory requirements.
Dodla Dairy Acquisition Worth ₹11.65 Cr
Dodla Dairy Limited has completed the acquisition of a 2% stake in Sids Farm Private Limited. The transaction involved 27,708 equity shares for a total consideration of ₹11.65 Crore.
- Value
- ₹11.65 Cr