Dodla Dairy Limited has informed the Exchange regarding a press release dated July 21, 2025, titled "Press Release on the Unaudited Financial Results of the Company for the quarter ended30 June 2025".
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 reported its highest-ever quarterly revenue of ₹10,069 Mn in Q1 FY26, up 10.5% year-on-year, driven by record milk procurement of 18.7 LLPD (+6.2% YoY) and value-added product sales of ₹3,516 Mn (+12.0% YoY). However, profitability took a hit — EBITDA fell 21.5% YoY to ₹825 Mn with margin compressing to 8.2% from 11.5%, and PAT declined 3.3% to ₹629 Mn. The margin pressure was blamed on a shorter summer (early monsoon, 35–38 rainy days vs. ~25 last year) that hurt sales of high-margin items like curd, lassi and ice cream, plus faster growth in procurement prices versus realisation and a drag from the new Kenya plant in Africa. The Orgafeed business was a bright spot with revenue up 29.4% and EBITDA up 84.4% (margin 17.6%). Management also reiterated the ongoing ₹2,710 Mn acquisition of HR Food Processing (Osam) to expand geographic reach.
Mixed quarter — strong top-line and volume growth are positive, but the sharp YoY drop in EBITDA and margins on a tough base could weigh on the stock in the near term. Long-term growth drivers (Osam acquisition, record procurement, Orgafeed expansion) remain intact for patient investors.