ALFA Finder| 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
- ₹970.00
- Market cap
- ₹5,852 Cr
- Revenue (annual)
- ₹4,125 Cr
- Net profit (annual)
- ₹267.0 Cr
- P/E (TTM)
- 27.1×Sector 41.3×
- 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 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.
Dodla Dairy Investor Presentation: Key Takeaways
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 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.
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