Dodla Dairy Q1 FY27: Record revenue 1,197.9 Cr, margins dip

Mgmt Guided Margin ImprovementMgmt Guided Margin PressurePromoter Disclosed Acquisition PlansInvestor Communications View source PDF

DODLA · price

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AI summary

Dodla Dairy Q1 FY27 revenue rose 19% YoY to 1,197.9 Cr, its highest ever. However, EBITDA fell 21% to 64.9 Cr with margin down to 5.4% from 8.2%. PAT dropped 35% to 40.6 Cr as high procurement prices hurt margins. Milk procurement rose 13% to 21.1 LLPD. Value-added products hit 414.7 Cr, 34.6% of sales. Africa grew 45.6%. Board approved 2% stake in D2C brand Sids Farm for 11.6 Cr. Management expects prices to ease from Q2.

Likely market impact

Profitability under pressure short-term; revenue growth and expansion plans support long-term outlook.