Dodla Dairy Limited
6,732words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
₹ 10,745
₹ 41,252
₹ 538
5.0%
₹ 3,085
7.5%
₹ 698
6.5%
₹ 2,670
11%
13.4%
19.5%
Guidance — 9 items
Greenfield Expansion under process
opening
“2,800 Acquired OSAM Dairy in Jul’26 for Mn for the project.”
Greenfield Expansion under process
opening
“2,472 Mn Commercial operations by end- FY27 Capacity Addition: 10 LLPD Strengthen Maharashtra procurement network Integrated processing unit with initial focus on SMP and butter processing, followed by further expansion of VAP portfolio and Cattle feed Newly enter southern Maharashtra border to drive sales of Dodla Dairy products Processing Capacity: ~2.2 LLPD Expansion of geographical footprint in East India region”
Working towards
opening
“ Focused towards approach improving operational efficiency for margin expansion 7 Acre land parcen allotted by BIADA for a dairy project.”
Working towards
opening
“44 Mn for the land The project is under consideration, further details shall be and updated after the Board approvals Acquired ~70 acres of Land in Uganda Planed Total Investment of Rs.”
Working towards
opening
“44 Mn investment is done FY26 Planned Capacity addition: ~2 LLPD Execution Timeline: By end of FY29”
Work in progress in phased manner
opening
“ Phase 2 will expand into long-life milk, ice cream, and milk powder production.”
Work in progress in phased manner
opening
“ Increase in VAP mix enhance margins diversify the portfolio to and NOTE: *Excluding the additional investment required for the dairy project on the new 7-acre land allotted to OSAM dairy by BIADA.”
Work in progress in phased manner
opening
“He was also a consultant for the World Bank in relation to their Jeevika livelihood promotion project in She holds a Bachelor’s degree Computer Science Engineer from NIT Warangal (erstwhile REC Warangal).”
Work in progress in phased manner
opening
“P Head of Project SURYA PRAKASH M Company Secretary and Compliance Officer SRI HARI REDDY Head Operations of Uganda & Kenya NARAHARI N Head Operations Orgafeed Pvt LTD K.”
Speaking time
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Opening remarks
Greenfield Expansion under process
Acquisition of a regional Dairy brand Greenfield Expansion Planed Total capex of Rs. 2,800 Acquired OSAM Dairy in Jul’26 for Mn for the project. Rs. 2,472 Mn Commercial operations by end- FY27 Capacity Addition: 10 LLPD Strengthen Maharashtra procurement network Integrated processing unit with initial focus on SMP and butter processing, followed by further expansion of VAP portfolio and Cattle feed Newly enter southern Maharashtra border to drive sales of Dodla Dairy products Processing Capacity: ~2.2 LLPD Expansion of geographical footprint in East India region
Working towards
Focused towards approach improving operational efficiency for margin expansion 7 Acre land parcen allotted by BIADA for a dairy project. This will call for an additional investment of Rs. 44 Mn for the land The project is under consideration, further details shall be and updated after the Board approvals Acquired ~70 acres of Land in Uganda Planed Total Investment of Rs. 600 Mn Rs. 44 Mn investment is done FY26 Planned Capacity addition: ~2 LLPD Execution Timeline: By end of FY29
Work in progress in phased manner
Phase 1 will focus on a diversified dairy portfolio, including flavored yogurt, toned milk, skim milk, full cream milk, paneer, cheese, ghee, and packaged drinking water. Phase 2 will expand into long-life milk, ice cream, and milk powder production. Increase in VAP mix enhance margins diversify the portfolio to and NOTE: *Excluding the additional investment required for the dairy project on the new 7-acre land allotted to OSAM dairy by BIADA. 8 Consolidated Profit & Loss Statement Particulars (INR in Millions) Q4FY26 Q4FY25 YoY Q3FY26 QoQ FY26 FY25 YoY Q4FY26 Q4FY25 Q3Y26 FY26 FY25 Revenues 10,745 9,096 18.1% 10,250 4.8% 41,252 37,201 10.9% 100.0% 100.0% 100.0% 100.0% 100.0% Common Size Cost of Goods Sold 8,278 6,625 7,585 30,704 26,990 Gross Profit 2,467 2,472 -0.2% 2,665 -7.4% 10,548 10,211 3.3% 77.0% 23.0% 72.8% 27.2% 74.0% 26.0% 74.4% 25.6% Gross Profit margin 23.0% 27.2% Employee Expenses 517 406 Other Expenses 1,412 1,230 26.0% 522 1,349 25.6% 27.4% 2,010 1,599 5,454 4,804
Investor Relations Advisor
Dodla Dairy Limited CIN: L1509TG1995PLC020324 Surya Prakash Mungelkar Email id: investorqueries@dodladairy.com Tel No: +91 40 4546 7777 Strategic Growth Advisors Pvt Ltd. CIN: U74140MH2010PTC204285 Shikha Puri / Dharmik Kansara Email id: dharmik.k@sgapl.net / shikha.puri@sgapl.net Tel No: +91 7208179323 / +91 9819282743