| 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
- ₹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 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 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