Dodla Dairy Earnings Call Transcript: Key Takeaways
Dodla Dairy delivered solid revenue growth but faced intense raw milk inflation. Margin compression is evident despite price hikes as input costs rose faster.
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Dodla Dairy delivered solid revenue growth but faced intense raw milk inflation. Margin compression is evident despite price hikes as input costs rose faster.
Q2 FY27 consolidated revenue ₹1,196 Cr (+17.4% YoY), EBITDA ₹64.1 Cr (5.4% margin, -30.9%), PAT ₹36.6 Cr (-44.3%). Milk procurement costs compressed gross margin to 23.1%.
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 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.
Dodla Dairy clarified media reports on FSSAI proceedings, stating no formal prosecution order exists and emphasizing its commitment to food safety standards.
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 Ltd has submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, in compliance with SEBI regulatory requirements.
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.
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 achieved record quarterly revenue of ₹1,198 Cr, but margins faced severe pressure due to elevated milk procurement costs and higher operating expenses.
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.
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 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.
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.
Dodla Dairy scheduled a board meeting for July 25, 2026. The board will consider unaudited standalone and consolidated financial results for the June quarter.
Dodla Dairy Limited concluded its 31st AGM on July 14, 2026. Shareholders considered resolutions for FY26 financial adoption, final dividend declaration, and director re-appointments.
Dodla Dairy Ltd's ESG impact rating was revised by ICRA ESG from 70 to 71 (Good). The company disclosed the change per Regulation 30 of SEBI.
Dodla Dairy reported record Q4 FY26 revenue of INR 1,074 cr (up 18% YoY) despite margin pressure from high procurement costs. Strategy focuses on VAP expansion and scaling Africa operations.
Dodla Dairy delivered record Q4 revenue but faced significant margin pressure due to spike in milk procurement costs. One-time tax credits and interest refunds heavily inflated the reported net profit.
Dodla Dairy recommended a ₹5 final dividend per equity share for FY 2025-26. The record date is July 07, 2026, with payment by August 10.
Dodla Dairy achieved record FY26 revenue of ₹41,252 Mn (up 11% YoY), though margins were pressured by elevated procurement costs. Strategy focuses on value-added product expansion and greenfield plants in Maharashtra and Uganda.
Dodla Dairy Ltd reported revenue from operations of ₹1,074 Cr (+18.1% YoY) and net profit of ₹69.7 Cr (+2.5% YoY) for Q4 FY26.
Dodla Dairy reported audited FY26 results and recommended a Rs. 5 per share dividend. The dividend payout totals ₹30.16 Crore, pending shareholder approval at the AGM.
Dodla Dairy fixed 07 July 2026 as the record date for its final dividend. Payments will be completed within 30 days of shareholder approval.
Dodla Dairy reported record FY26 revenue of ₹4,125.2 Crore, up 11% year-on-year. While revenue grew, EBITDA margins faced pressure from elevated milk procurement costs.
Dodla Dairy Limited submitted its Annual Secretarial Compliance Report for the financial year ended March 2026. The report confirms overall regulatory compliance with no material deviations.
Dodla Dairy Limited has scheduled a Board Meeting for May 16, 2026. The board will consider audited standalone and consolidated financial results for the year ended March 31, 2026, and recommend a final dividend. The trading window remains closed until May 18, 2026.
Dodla Dairy Limited held a board meeting on April 24, 2026, approving the appointment of Ms. Dodla Silpa Reddy as Senior Management Personnel for Strategy and Transformation. The board also approved the re-appointment of Independent Director Ms. Vinoda Kailas for five years, alongside the re-appointment of cost and internal auditors for the upcoming fiscal year.
Dodla Dairy Limited's board approved the appointment of Ms. Dodla Silpa Reddy as SMP for Strategy and Transformation. The board also re-appointed Ms. Vinoda Kailas as Independent Director for five years, along with M/s. J K & Co as Cost Auditors and KPMG as Internal Auditors for FY 2026-27.
Dodla Dairy's board approved the re-appointment of Ms. Vinoda Kailas as Independent Director for a second five-year term. The company also re-appointed M/s. J K & Co as Cost Auditors and KPMG as Internal Auditors for FY 2026-27. Additionally, Ms. Dodla Silpa Reddy was appointed as Senior Management Personnel for Strategy and Transformation.