ALFA Finder| Revenue growth | 19.0% YoY growth in Q1 FY27. |
|---|---|
| Margins | Gross margin under pressure (23.2%); normalization expected from Q2 onwards. |
| Demand visibility | Strong; record milk procurement of 21.1 LLPD. |
| Management confidence | High; banking on strong procurement cycle and VAP portfolio. |
Growth
Q1 FY27 Revenue grew 19.0% YoY; EBITDA declined 21.3% YoY to INR 64.9 Cr with a 5.4% margin.
Outlook
Total capex plan of INR 590 Cr+ for FY26-28; expanding Maharashtra capacity by 10 LLPD and African operations.
Risks
Higher procurement prices rose faster than realization prices; increased employee and packing costs due to new labor laws and geopolitics.
Last quarter's promises, checked
Delivered
- Maintain revenue growth momentum → delivered INR 1,197.9 Cr (+19.0% YoY) (= BEAT)
- Focus on VAP growth (Curd) → delivered 41.4% YoY curd volume growth (= BEAT)
Partly delivered
- Maharashtra project start by end of FY27 → civil work ongoing with INR 69 Cr spent (= PARTIAL)
- Uganda greenfield expansion → land secured, project in two-phase execution (= PARTIAL)
Missed
- EBITDA margin range 8% to 11% → delivered 5.4% (= MISS)
- Maintain 8%-8.5% margins in upcoming quarters → delivered 5.4% (= MISS)
Investor Presentation 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.
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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.
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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.
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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
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