Dodla Dairy Limited has informed the Exchange about Investor Presentation
DODLA · price
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Awaiting price reaction for this filing.
Dodla Dairy posted its highest-ever quarterly revenue of ₹10,069 Mn in Q1 FY26, up 10.5% YoY, but profitability took a hit. EBITDA fell 21.5% YoY to ₹825 Mn with margin compressing sharply to 8.2% from 11.5%, while PAT slipped 3.3% to ₹629 Mn. Margin pressure came from a shorter summer that hurt sales of high-margin VAP items like curd, lassi and ice cream, higher procurement costs, and Africa margins being squeezed as the new Kenya plant ramps up. Milk procurement hit a record 18.7 LLPD and VAP sales grew 12% to ₹3,516 Mn. The company also announced board approval to acquire eastern India dairy player HR Food Processing (Osam) for ₹2,710 Mn in an all-cash deal expected to close in 1-2 months.
The sharp drop in EBITDA margin despite record revenues is a near-term concern and may weigh on the stock in the short term. However, the Osam acquisition expands Dodla's footprint into eastern India, and management expects combined scale and synergies to drive long-term growth. Investors should watch for margin recovery once summer demand normalises and the Kenya plant stabilises.