| Revenue growth | 18.1% YoY in Q4; FY26 revenue hit record ₹4,125 crores. |
|---|---|
| Margins | Q4 EBITDA margin squeezed to 5% by high procurement costs. |
| Demand visibility | Strong summer demand for curd, buttermilk, and ice cream. |
| Management confidence | Cautiously optimistic; focusing on procurement normalization and Africa scaling. |
Growth
Revenue grew 18% YoY in Q4, driven by volume expansion and strong performance in Africa and Orgafeed.
Outlook
Targeting 15-18% revenue share from Africa and ₹280cr total Maharashtra capex by FY27.
Risks
Elevated procurement costs and inability to fully pass price hikes to consumers threaten core margins.
Earnings Call filed with NSE, NSE: DODLA. Summary written with AI assistance from the document.
Dodla Dairy Ltd: key numbers
- Share price
- ₹1,039.40
- Market cap
- ₹6,270 Cr
- Revenue (annual)
- ₹4,125 Cr
- Net profit (annual)
- ₹267.0 Cr
- P/E (TTM)
- 25.6×Sector 43.4×
- Promoter holding
- 58.92%+0.00% QoQ
- FII holding
- 6.08%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 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 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 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 Earnings Call: Key Takeaways
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 Earnings Call: Key Takeaways
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 Q4 FY26 Results: Net Profit ₹69.7 Cr, Up 2.5% YoY
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.
- Key figure
- Net profit ₹69.7 Cr · +2.5% YoY