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Dodla Dairy Ltd

Q1 FY26Food Products

Dodla Dairy Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹1,138
Market cap₹6.7K Cr
P/E27.1
Updated23 Aug 2026
Read4 min read

The short version

Overall revenue growth guidance for FY26 and FY27 is between 15% to 20% in absolute terms (EBITDA or PAT level). The company expects absolute growth in EBITDA and PAT in the range of 15% to 20% going forward (Page 19, 16).

From Dodla Dairy Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Overall revenue growth guidance for FY26 and FY27 is between 15% to 20% in absolute terms (EBITDA or PAT level).
  • Top-line (sales/revenue) growth is expected to be in the range of 10% to 15%.
  • India market growth (excluding OSAM) is targeted in the lower teens; with OSAM included, growth is expected in the higher teens (~15%).
  • Regional growth in India: Andhra Pradesh (11%), Telangana (11.7%), Tamil Nadu (10.3%), Karnataka (7.2%) with similar growth expected going forward.
  • Africa and Orgafeed businesses are expected to grow in the higher teens percentage-wise.
  • Volume growth in India liquid milk is about 3%, Africa milk volume grew by 19% year-on-year.

2 more points from Dodla Dairy Ltd's call on revenue

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Profitability & Margins

See what Dodla Dairy Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Dodla Dairy is progressing with the acquisition of OSAM, expected to complete in the next few days, which is a strategic investment to expand market reach, particularly in East India (Bihar and Jharkhand).
  • Expansion at the Kenya plant was undertaken in the recent past to overcome import permit challenges, increasing capacity utilization potential from the current 65,000-70,000 liters to a peak of 1.3-1.5 lakh liters.
  • Focus on scaling up Orgafeed business, currently catering 35%-40% of their own farmers, with plans to increase this share, which will support procurement strength and growth.

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Top-ranked in Food Products

Ranked on what management guided this quarter

Guidance-ranked
1Milky Mist Dairy
Rev 1Mar 1
2Hoac Foods India Ltd
Rev 1Mar 1
3
Rev 2Mar 1
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Dodla Dairy Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript from the provided pages does not discuss or mention any details related to the current or expected order book or pending orders for Dodla Dairy Limited. The focus is primarily on financial performance, revenue growth, regional revenue splits, product segments, working capital, and acquisition updates but no specific information on order book or pending orders is provided.

Dodla Dairy Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹845 Cr, net profit ₹55 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Dodla Dairy Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Dodla Dairy Ltd Q1 FY26 results?

Overall revenue growth guidance for FY26 and FY27 is between 15% to 20% in absolute terms (EBITDA or PAT level). The company expects absolute growth in EBITDA and PAT in the range of 15% to 20% going forward (Page 19, 16).

What is Dodla Dairy Ltd share price analysis?

Dodla Dairy Ltd currently shows a neutral. The stock trades at a P/E of 27.1 with a market cap of ₹6,693 Cr. Investors should review the full earnings analysis for detailed insights.

Is Dodla Dairy Ltd planning capital expenditure?

Dodla Dairy is progressing with the acquisition of OSAM, expected to complete in the next few days, which is a strategic investment to expand market reach, particularly in East India (Bihar and Jharkhand).

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.