DODLANSEDodla Dairy LimitedHighNeutral
Announced Mon, 3 Nov · 11:48 IST

Dodla Dairy Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Revenue DeclineResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Dodla Dairy reported Q2 FY26 standalone revenue of ₹8,545.83 million, down about 5.4% YoY from ₹9,031.94 million, with standalone PAT falling to ₹537.66 million from ₹594.47 million (~9.6% decline). On a consolidated basis, Q2 revenue rose to ₹10,188.22 million (~2.1% growth) and PAT grew to ₹656.65 million from ₹633.76 million, helped by the consolidation of newly acquired HR Food Processing Private Limited ("Osam Dairy") from August 1, 2025. For H1 FY26, consolidated revenue grew ~6.1% to ₹20,256.88 million while PAT was nearly flat at ₹1,285.36 million versus ₹1,284.00 million last year. Statutory auditor S.R. Batliboi & Associates LLP issued an unmodified limited review opinion on both sets of results. The Board also re-appointed Dr. Raja Rathinam as a Non-executive Independent Director for a second 5-year term from February 1, 2026, subject to shareholder approval.

Likely market impact

Standalone Q2 performance was weak with both revenue and profit declining, though the consolidated picture benefits from the newly acquired Osam Dairy. Shareholders should watch how the ₹2,710 million acquisition integrates and whether standalone margins recover in coming quarters.