Dodla Dairy Limited has informed the Exchange about Investor Presentation
DODLA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Dodla Dairy has announced the acquisition of HR Food Processing Pvt Ltd (Osam), a premium dairy brand with a strong presence in Eastern India (Bihar, Jharkhand). The deal is a 100% cash transaction valued at ₹2,700 million (equity value), with an enterprise value of ₹2,472 million. Osam reported FY25 revenues of ₹2,826 million and a gross profit margin of 24.7%, up from 16.8% in FY23. The company processes ~6 MT of milk annually, has 1.8 LLPD of operational capacity across 3 processing plants, and a network of 19 chilling centres, 1,000+ collection centres, and 25,000+ farmers. The acquisition is expected to close within 1–2 months and aims to expand Dodla's footprint in East India, strengthen its supply chain, and diversify its VAP portfolio.
The deal meaningfully expands Dodla's geographic reach into high-growth Eastern markets and adds a higher-margin, vertically integrated business. Investors should watch for integration progress, synergy realisation, and any near-term impact on cash flows given the all-cash structure (~₹2,700 Mn outflow).