DODLANSE7 August 2021

Dodla Dairy Limited

3,327words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
90%
procurement network* 14 processing plants ~20 LLPD aggregate installed capacity 7,100+ ~90% Village Level Collection Centers Milk Directly procured from farmers 97 3,100+ chilling ce
rs 97
lled capacity 7,100+ ~90% Village Level Collection Centers Milk Directly procured from farmers 97 3,100+ chilling centers / plants distribution agents 42 Sales Office 1,510+ milk & milk produ
rs 455
ing centers / plants distribution agents 42 Sales Office 1,510+ milk & milk product distributors 455 Dodla Retail Parlours About Us Founded in 1995, Dodla Dairy is an integrated dairy company based
INR 1,000
stment by TPG Rise Fund as it acquired stake of Black River(1) Hyderabad plant IFC invested ~ INR 1,000 MN Listed on BSE & NSE 1997 2009 2014 2019 1995 2007 2012 2017 2021 Parent processing p
1.2lakh
770 primary vehicles to 97 chilling centers/plants Dairy Farm ▪ Procurement of raw milk from ~1.2lakh farmers across 7,300+ villages through 7,100+ VLCCs ▪ ~90% of raw milk direct procured from fa
rs,
uch 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.
80 MT
tate-of-the-art manufacturing facilities at Kadapa, Andhra Pradesh ▪ Cattle feed plant capacity of 80 MTPD ▪ Selling directly to our farmers through our procurement network which is adjusted against th
INR 220
ans to provide services to farmers for their milch animals ▪ During FY21, the Company’s sales is INR 220 Mn, EBITDA INR 38 Mn Orgafeed Pvt Limited Wholly Owned Subsidiary 9 DODLA DAIRY MEET THE EXEC
INR 38
ices to farmers for their milch animals ▪ During FY21, the Company’s sales is INR 220 Mn, EBITDA INR 38 Mn Orgafeed Pvt Limited Wholly Owned Subsidiary 9 DODLA DAIRY MEET THE EXECUTIVE TEAM Mr. Dodl
75%
la +” brands and includes Milk, yogurt with different flavours, ghee, paneer, cheese and UHT milk. 75% Of total milk produced in African continent is primarily produced in Kenya, Uganda & Tanzania* Da
5%
tion in Africa Dodla has Similar Integrated Business model in Africa Africa contributes to total 5% of world milk production. West Africa, with its growing population and demand for dairy is attra
84%
DIRECT PAYMENT ▪ Money paid directly to farmers in their bank accounts once every 10 to 15 days ▪ ~84% of total farmers payment covered as of Q1FY22 TRANSPARENCY IN PROCUREMENT ▪ Company has VLCCs equi
Guidance — 1 items
FACTORS DRIVING THE VAP GROWTH
opening
No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
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Speaking time
Key Highlights
1
FACTORS DRIVING THE VAP GROWTH
1
Opening remarks
Key Highlights
▪ State-of-the-art manufacturing facilities at Kadapa, Andhra Pradesh ▪ Cattle feed plant capacity of 80 MTPD ▪ 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 ▪ During FY21, the Company’s sales is INR 220 Mn, EBITDA INR 38 Mn Orgafeed Pvt Limited Wholly Owned Subsidiary 9 DODLA DAIRY MEET THE EXECUTIVE TEAM Mr. Dodla Sunil Reddy Managing Director EXP: 25+ years of Dairy Exp Mr. Venkat Krishna Reddy Busireddy Mr. Anjaneyulu Ganji Chief Executive Officer Chief Financial Officer EXP: 35+ years of Dairy Exp 23+ years with Dodla EX: Tata Cummins Private Ltd & Maersk 10 DODLA DAIRY BOARD OF DIRECTORS Mr. Dodla Sesha Reddy Chairman & Non-Executive Director Mr. Raja Rathinam Independent Director Mr. Raman Tallam Puranam Independent Director Mr. Akshay Tanna Non-Executive Nominee Director Ex: 22+ y
FACTORS DRIVING THE VAP GROWTH
The rapid economic growth and urbanisation have resulted in a fundamental shift in consumer preferences and food preferences 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 organised dairy industry VAP Sales (in Rs. Mn) 4,502 4,579 5,794 4,864 FY 18 FY 19 FY 20 FY 21 FEW OF OUR VAP PRODUCTS LASSI FLAVOURED MILK BUTTER MILK CURD The company already has a strong distribution network in southern states for milk as well as value added products through which it can roll out existing and upcoming products NOTE: All numbers above have been rounded-off to zero decimal. 14 DODLA DAIRY 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 i
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