Dodla Dairy Limited

rs 509

egate installed capacity 100+ Chilling Centers / Plants ~7,400 Village Level Collection Centers 509 Dodla Retail Parlours 3,100+ Distribution Agents 1,670 Milk & Milk product distributors 3rd

rs 3,100

0+ Chilling Centers / Plants ~7,400 Village Level Collection Centers 509 Dodla Retail Parlours 3,100+ Distribution Agents 1,670 Milk & Milk product distributors 3rd largest procurement network

rs 3

rs 509 Dodla Retail Parlours 3,100+ Distribution Agents 1,670 Milk & Milk product distributors 3rd largest procurement network (South India)* Milk Directly procured from farmers NOTES: *Dat

INR1,000

The Rise Fund (TGP) as it acquired stake of Black River(1) ▪ Hyderabad plant ▪ IFC invested ~INR1,000Mn ▪ Listed on BSE & NSE 1997 2009 2014 2019 2007 2012 2017 2021 Parent processing plant

1.2 lakh

DLA DAIRY LIMITED 5 Presence Across Dairy Value Chain • • • • Procurement of raw milk from ~1.2 lakh farmers across 7,600+ villages through ~7,400 VLCCs 91% of raw milk directly procured from farm

91%

• Procurement of raw milk from ~1.2 lakh farmers across 7,600+ villages through ~7,400 VLCCs 91% of raw milk directly procured from farmer 42 sales offices, 3,100+ distribution agents 1,670 mi

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.

₹220

e have tied up with various veterinarians to provide services to farmers for their milch animals ₹220MN Company sales in FY21 ₹38MN EBITDA in FY21 80MTPD Cattle feed plant capacity DODLA DAIRY LI

₹38

erinarians to provide services to farmers for their milch animals ₹220MN Company sales in FY21 ₹38MN EBITDA in FY21 80MTPD Cattle feed plant capacity DODLA DAIRY LIMITED 8 Meet The Executive T

80MT

services to farmers for their milch animals ₹220MN Company sales in FY21 ₹38MN EBITDA in FY21 80MTPD Cattle feed plant capacity DODLA DAIRY LIMITED 8 Meet The Executive Team MR. DODLA SUNIL RED

5%

rica, with its growing population and demand for dairy is attractive market for dairy companies* 5% contribution of Africa to milk industry NOTES: *Data as per CRISIL report DODLA DAIRY LIMITED

84%

ECT PAYMENT ▪ Money paid directly to farmers in their bank accounts once every 10 to 15 days ▪ ~84% of total farmers payment covered as of Q2FY22 TRANSPARENCY IN PROCUREMENT ▪ Company has VLCCs e

“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

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 ₹220MN Company sales in FY21 ₹38MN EBITDA in FY21 80MTPD Cattle feed plant capacity DODLA DAIRY LIMITED 8 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 9 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 Corporation Ltd. Mr. Raman Tallam Puranam Independent Director Exp: SBI Capital Markets Limited, Sundaram AMC Limited

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 13 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 flavours, 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 16 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