Dodla Dairy Limited

15%

mance of this full year as it was in line with our stated goals, wherein we saw a revenue growth of 15% Y-o-Y in FY22. In sync with our strategy of growing via organic and inorganic means, acquisition of

288.2 MT

ighlights ~12.3 LLPD Average milk procurement during Q4FY22 as compared to 10.8 LLPD in Q4FY21 288.2 MTPD Curd sales during Q4FY22 as compared to 265.8 MTPD in Q4FY21 9.7 LLPD Average milk sales dur

265.8 MT

ng Q4FY22 as compared to 10.8 LLPD in Q4FY21 288.2 MTPD Curd sales during Q4FY22 as compared to 265.8 MTPD in Q4FY21 9.7 LLPD Average milk sales during Q4FY22 as compared to 9.2 LLPD in Q4FY21 26.5%

26.5%

.8 MTPD in Q4FY21 9.7 LLPD Average milk sales during Q4FY22 as compared to 9.2 LLPD in Q4FY21 26.5% Revenue from value added products (VAP) and fat & fat-based products was at ₹1,536 Mn contribute

₹1,536

LPD in Q4FY21 26.5% Revenue from value added products (VAP) and fat & fat-based products was at ₹1,536 Mn contributed 26.5% to the overall dairy revenue during Q4FY22 NOTE: All numbers above have been

INR 50 Crore

n Dodla Dairy Limited has acquired Shri Krishna Milks Private Limited (SKM) for a consideration of INR 50 Crores. About SKM Key Investment Rationale First private sector dairy in Karnataka- Well known Milk &

rs 563

regate installed capacity 110 Chilling Centers / Plants 7,800+ Village Level Collection Centers 563 Dodla Retail Parlours ~3,000 Distribution Agents ~1,800 Milk & Milk product distributors 3rd

rs 3

s 563 Dodla Retail Parlours ~3,000 Distribution Agents ~1,800 Milk & Milk product distributors 3rd largest procurement network (South India)* Milk Directly procured from farmers NOTES: *Dat

INR1,000

y The Rise Fund (TGP) as it acquired stake of Black River(1) ▪ Hyderabad plant ▪ IFC invested ~INR1,000Mn ▪ Listed on BSE & NSE 1995 Incorporation of Dodla Dairy New Business Initiatives Capital M

1.2 lakh

LA DAIRY LIMITED 14 Presence Across Dairy Value Chain • • • • Procurement of raw milk from ~1.2 lakh farmers across 8,000+ villages through 7,800+ VLCCs Raw milk directly procured from farmers 41

rs 41

2 lakh farmers across 8,000+ villages through 7,800+ VLCCs Raw milk directly procured from farmers 41 sales offices, ~3,000 distribution agents 1,799 milk & milk products distributors and 563 DRP’s

rs,

h as poultry, dairy and livestock farming. Additionally, it is also in the business of seed crushers, manufacturing and dealing of groundnuts, gingerly, cotton and in the manufacturing of cattle feed.

“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”

KEY HIGHLIGHTS

1

FACTORS DRIVING THE VAP GROWTH

1

Global Presence

1

IR Contact

1

KEY HIGHLIGHTS

▪ State-of-the-art manufacturing facilities at Kadapa, Andhra Pradesh ▪ Selling directly to our farmers through our procurement network which is adjusted against the value of the raw milk supplied to us by such farmers ▪ We have tied up with various veterinarians to provide services to farmers for their milch animals 80MTPD Cattle feed plant capacity ₹420MN Company sales in FY22 ₹51MN EBITDA in FY22 ORGAFEED FINANACIAL FIGURES Operating Revenure (in ₹ Mn) 420 EBITDA (in ₹ Mn) 220 97 -4 38 51 FY20 FY21 FY22 DODLA DAIRY LIMITED 18 Meet The Executive Team MR. DODLA SUNIL REDDY Managing Director MR. VENKAT KRISHNA REDDY BUSIREDDY Chief Executive Officer MR. ANJANEYULU GANJI Chief Financial Officer DODLA DAIRY LIMITED 19 Board of Directors Mr. Dodla Sesha Reddy Chairman & Non-Executive Director Exp: 22+ years in Dairy Board Member: Nelcast Limited Mr. Raja Rathinam Independent Director Exp: 40+ years in Dairy Previously Associated: National Dairy Research Institute, Tamil Nadu Dairy Corpora

FACTORS DRIVING THE VAP GROWTH

▪ The rapid economic growth and urbanization have resulted in a fundamental shift in consumer preferences and food preferences SALES VOLUME ▪ Consumer desire for branded, healthier, and more nutritional alternatives is growing ▪ Rising disposable incomes driving demand for value added dairy products ▪ Post COVID-19 pandemic, structural changes occurred in consumer pattern a result of heightened hygiene awareness, which benefits the organized dairy industry NOTE: All Value have been rounded-off to zero decimal DODLA DAIRY LIMITED 23 Our Overseas Presence Dodla operates in Kenya and Uganda in Africa through its subsidiaries Lakeside Dairy Limited & Dodla Dairy Kenya Limited. Our African product portfolio is marketed under the “Dairy Top” and “Dodla +” brands and includes Milk, yogurt with different flavors, ghee, paneer, cheese and UHT milk. Dairy player margins are higher due to limited competition and constrained supply of processed milk Easier milk farming due to abundance of grazing

Global Presence

Uganda Kenya Higher B2C Sales through Strong Branding An Extensive Product Portfolio (Milk Based Value-Added Products) 12 states engaged in our strong distribution network 1 Feed Plant 14 Processing Plants NOTES: *Data as per CRISIL report DODLA DAIRY LIMITED 26 Stringent Quality Control Procedures Well Defined Quality and Food Safety Procedures at Various Stages from Procurement to Distribution PROCUREMENT STAGE ▪ VLCCs equipped with GPRS enabled electronic milk analyzers which test for the fat and solid not fat (SNF) content of the raw milk ▪ Tests conducted at VLCCs for color and smell for segregation of poor quality of raw milk ▪ Quality checks documented in a quality manual to ensure raw milk meeting standards for further processing is procured QUALITY CERTIFIED PRODUCTS AND PROCESSING PLANTS PROCESSINGS STAGE ▪ At chilling centers and processing plants, the raw milk undergoes adulteration tests and neutralizer tests to detect contaminants ▪ FT-1 Milko-scanner at Hyderabad – enabl

IR Contact

Kanav Khanna T: +91 9910036240 Diwakar Pingle T: +91 9833904971 CORPORATE OFFICE 8-2-293/82/A, 270/Q, Road No 10-C, Jubilee Hills, Hyderabad – 500 033. Telangana, India. T: +91 40 4546 7777 F: +91 40 4546 7788 DODLA DAIRY LIMITED Appendix DODLA DAIRY LIMITED 33 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Dodla Dairy Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, e