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Earnings Call Transcript

Dodla Dairy Earnings Call Transcript: Key Takeaways

Dodla Dairy delivered solid revenue growth but faced intense raw milk inflation. Margin compression is evident despite price hikes as input costs rose faster.

Highlights
Revenue growth17.4% YoY to ₹1,196 Cr, organic volume-led growth.
MarginsEBITDA margin compressed to 5.4% due to high procurement costs.
Demand visibilityPositive outlook with festive season and improved milk availability.
Management confidenceBalanced, optimistic on festive demand but cautious on input costs.

Growth

Revenue grew 17.4% YoY to ₹1,196 Cr; volume-led with 8.4% milk growth.

Outlook

Management guides recovery to 7.5% - 8% EBITDA margins in the coming quarter.

Risks

Persistent high raw milk prices and inflationary pressures in logistics and packaging. Q4 typically sees further cost inflation.

Source

Earnings Call Transcript filed with NSE, NSE: DODLA. Summary written with AI assistance from the document.

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Dodla Dairy Ltd: key numbers

Share price
₹991.90
Market cap
₹5,984 Cr
Revenue (annual)
₹4,125 Cr
Net profit (annual)
₹267.0 Cr
P/E (TTM)
24.4×Sector 38.3×
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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