Dodla Dairy Limited has informed the Exchange regarding a press release dated November 03, 2025, titled "Press Release on the Unaudited Financial Results of the Company for the quarter and half year ended 30 September 2025".
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Awaiting price reaction for this filing.
Dodla Dairy reported Q2 FY26 revenue of ₹1,018.8 crore, up 2.1% year-on-year, crossing the ₹1,000 crore quarterly mark for the second consecutive time. Gross margins expanded notably to 27.7% from 25.5% last year, driven by a positive shift in product mix away from bulk sales toward high-margin value-added products like curd, ghee, lassi, and ice cream. However, EBITDA dipped 3.6% YoY to ₹92.8 crore with margin at 9.1%, pressured by higher employee, advertising, and transport costs, plus a two-month contribution from the newly acquired lower-margin OSAM Dairy business. Profit after tax grew 3.6% YoY to ₹65.7 crore, with EPS at ₹10.9. Milk procurement volumes rose 13.4% YoY to 19.5 LLPD, and the Africa and Orgafeed businesses continued strong growth at 21.7% and 28.3% YoY respectively. Over a two-year period, revenue and PAT CAGRs stand at 15.2% and 22.8%.
Mixed near-term picture for shareholders: modest topline growth and softer EBITDA are balanced by healthy gross margin expansion, steady PAT growth, and a strategic shift toward higher-value products. Watch for OSAM integration costs and Africa margin recovery as key drivers of the next quarters.