ALFA Finder| Revenue growth | 11% for FY26; Q4 grew 18% YoY. |
|---|---|
| Margins | EBITDA at 7.5% for FY26; guidance for 50-100bps recovery in FY27. |
| Demand visibility | Positive outlook with improving milk supply and summer VAP demand. |
| Management confidence | High on long-term CAGR and Africa growth trajectory. |
Growth
FY26 revenue grew 11% YoY to INR 4,125 cr. Q4 volume growth was 18% YoY, led by liquid milk (14 LLPD).
Outlook
FY27 revenue guidance of low-to-mid teens. Planned capex of INR 180 cr for Maharashtra and INR 60 cr for Uganda.
Risks
Elevated milk procurement costs (INR 41/liter in Q4), input cost inflation in packaging (30%), and erratic rainfall affecting demand.
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
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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.
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
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