ALFA Finder| Management target | Revenue 15.0% |
|---|
| Revenue growth | Revenue grew 19% YoY to record ₹1,198 Cr. |
|---|---|
| Margins | EBITDA margin declined to 5.4% from 8.2% YoY. |
| Demand visibility | Strong demand for summer products like curd and ice cream. |
| Management confidence | Balanced; acknowledging margin pressure while optimistic on seasonal recovery. |
Growth
Revenue grew 19% YoY, supported by 17.6% growth in Value Added Products (VAP) and strong Africa performance.
Outlook
Management targets 15% revenue growth and 10% volume growth for the full year.
Risks
High procurement costs (₹41.3/L vs ₹37.4/L YoY) and packaging cost inflation (up 48%) are compressing EBITDA margins.
Last quarter's promises, checked
Delivered
- Guided Africa EBITDA growth → delivered ₹39 Cr 9M vs ₹31 Cr YoY (= BEAT)
- Guided 23% VAP growth → delivered 17.6% (= BEAT)
- Guided Maharashtra project progress → delivered ₹69 Cr invested/civil work ongoing (= BEAT)
Partly delivered
- Guided Uganda expansion capex ₹50-60 Cr → delivered Project in Phase 1 (= PARTIAL)
Missed
- Guided EBITDA margin 8-9% → delivered 5.4% (= MISS)
- Guided procurement cost stability → delivered ₹41.3/L vs ₹39.8/L prev (= MISS)
- Guided Orgafeed revenue ₹180-200 Cr → delivered ~₹160 Cr annualized (= MISS)
Earnings Call Transcript 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 Results Update
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- Key figure
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